Optimierung der Auslieferung von Abschlussergebnissen

We have further professionalized our methods for delivering final results to our customers. The data can now be easily integrated, viewed, reviewed, and approved.

Transaction data from your ERP system is semi-automatically assigned to the corresponding account classes and clearly presented in the final result. Booking receipts, bank documents, and other archived records are automatically retrieved by our portal, structured, and integrated into the overall result.

With our solution, duplications of receipts, documents, account sheets, and balance confirmations become unnecessary. Property managers can quickly and easily make financial statements available to their clients online.

Easy Upload: Conveniently upload client documents via drag-and-drop.

Digital Archiving: Digitally archive financial documents and maintain a clear overview.

Integrated ERP Connectors: Seamlessly integrate data from various ERP systems.

Efficient Processing: Leverage our methods for preparing financial statements of all types.

Comprehensive Management: Digital management of financial data in both the frontend and backend, efficient and user-friendly.

24/7 Access: Gain secure and detailed access to monthly, quarterly, and annual financial statements anytime you need.

Automatic Notifications: Receive SMS or email alerts for new financial statements.

Multiple Access Roles: Provide customized access for owners, trustees, and auditors.