Automation of financial and administrative processes

Manually verify who can represent the company you are signing the contract with?‍

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• Automatic substitution of company data: you no longer need to manually fill in the data for the contract, because, based on the TIN number, all the data will be retrieved automatically.‍‍
• The representative will always be checked: automated data entry will allow you to enter only the person who is authorised to represent the party in the body of the contract. Select one of several representatives from the list and his/her name and function will be automatically completed in the contract draftee.

Do you have to manually search for important contractual records? 

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• Adapted search: search for data by any filters you define yourself (e.g. date, document type). In this way, you can easily verify which contracts need to be renewed in the near future or whether there are any inconsistencies between assurances among employees.
• Quick analysis of the terms and conditions: use automation to efficiently check the terms and conditions of your business with clients or employees. You no longer need to wonder what payment term you have agreed on, because you can check it with a few clicks!

Do you often struggle to get documents to HR on time?

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• Better communication with employees: thanks to business automation, you can set up cyclical reminders for employees to complete data or deliver documents. The system tells them exactly what they need to do, eliminating the need to involve additional people in the process.
• Faster document completion: the automated system guides employees step-by-step, ensuring that they provide all the required information quickly and efficiently. The employee knows immediately where and what documents to send, significantly shortening the entire process.‍
• Automatic reminders: no more constant urgings! The system will automatically send alerts in the event of delays, allowing you to efficiently manage the punctuality of document delivery.

Are business trips demanding because many employees are engaged in managing them?

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• Clear division of responsibilities: automatic dispatch of notifications ensures that the person responsible is always informed of the task he or she has to carry out. In the event of any delays, appropriate reminders are sent. 
• Automatic calculation of per diems: per diems and other entitlements will be automatically calculated according to guidelines from the latest regulations.‍
• ‍Clear instructions for the delegated employee: well-defined steps and automatic reminders guide the delegated person through the entire process. In this way, the employee will provide all the required information and will himself be kept up to date with all the processes.

Employees do not archive documents often enough or do it incorrectly, making many mistakes? 

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• Shortened archiving process: document automation will archive the files itself in the right place, saving your employees a lot of time.
• Automatic file naming: having trouble finding files easily because they are not all named correctly? Implement automatic naming in accordance with a format you define. This way you will always quickly find the document you are looking for.‍
• Real-time alerts: inform colleagues immediately when a new file has arrived. This will keep everyone up to date and, if necessary, they will take the required steps, e.g. invoice the customer after receiving a signed order.

Invoice management takes up a lot of time in your company?‍

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• Automatic download and assignment of invoices: the automation will continuously analyse your email inbox and detect all invoices in it. As a result, they will be automatically archived in the company software under the department you have defined.‍‍
• Secure file storage: storing documents on the drives of multiple employees at the same time is a major risk. Protect company internal data from loss with cloud solutions from major providers (e.g. Google Workspace, Microsoft 365). This allows documents to be securely archived while still allowing access to them on multiple devices.

The drafting and sending out of contracts, orders or annexes seems impossible to speed up? 

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• Save time: select the type of document and a draft will be automatically generated based on the template. Automation will notify the process handlers, who will only check the correctness of the data already entered. In this way, the contract can be sent to your contractors in just a few clicks!‍
• Automatic signature: the electronic workflow allows for automatic signing. Decide whether the document should be passed on for printing and manual signature. If this is not necessary, your signature can be inserted immediately.

Do you often give up on the debt collection process due to its complexity?

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• Fewer overdue payments: automatically monitored payment deadlines and a customised notification sequence will allow you to reduce the number of overdue debts. Decide how and with what frequency you will send notifications and reminders to your contractors.
• Monitoring and alerting: implement continuous monitoring of unpaid amounts due and alerts to decision-makers to keep track of your company's finances.‍‍
• Automatically generated payment reminders: thanks to finance automation, in the event of large delays the system will automatically generate a payment reminder, and you also have the option of sending it automatically.

Your accounting software doesn't enable you to see your financial data clearly?

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• Advanced filtering: an automatic report will enable you to dynamically filter your data based on multiple criteria, e.g. period of appearance, departments, projects, etc. This will make their analysis faster and more precise.
• Monitoring and alerting: accounting automation continuously monitors all indicators, and in the cases you specify (e.g. exceeding the quarterly budget), it will automatically notify you of the event in question.‍
• Automatic reporting: we will automatically send sets of reports to decision-makers, e.g. cost and margin statements for the management or cashflow reports for the accounting department. Finance automation guarantees time savings and no human error. No more time-consuming organisation of business trips.

Organising company and business trips can be problematic? The answer is this automation in administration!

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• Data integration: central data storage enables quick access and updates for all departments.
• Budgeting automation: analyse and present travel offers in line with budget and monitor overruns.
• Approval process: automatically generate notifications and speed up approval of travel plans.
• Accounting for expenses: quickly record and pay employees for expenses. The employee will complete the details of the expenses they have incurred, which will automatically go into the trip accounting.

Do you spend a lot of time every month working on putting together a new work schedule?

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• Automatic validation of regulations: the system automatically checks that schedules comply with labour laws, making it impossible to schedule unauthorised working hours or shifts.
• Integration with employee database: information about individual employee restrictions and time preferences is stored in the system, allowing it to be automatically taken into account when creating schedules.‍‍
• Data-driven optimisation: AI analyses shift history, production needs and employees' personal preferences, creating optimal schedules that balance production requirements with the wishes of the team.

Invoicing is a very time-consuming process in your company?

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• Automatic verification of customer data: this finance automation checks the customer data: full company name, VAT number, address, etc. In the case of new customers, the data are added to the database.
• Invoice generation: finance process automation generates an invoice based on the data from the order, including quantity and price of products or services, taxes and payment terms.‍
• Automatic sending and archiving: the approved invoice is automatically sent to the customer via email or other preferred communication channel. A copy of it is archived in a dedicated folder or database.