Finance
Accounting Integration
Did you have to wait a day for an offer again? Lost another invoice or couldn't find a receipt? The accounting integration with your CRM solves this problem.
Did you have to wait a day for an offer again? Lost another invoice or couldn't find a receipt? The accounting integration with your CRM solves this problem.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Losing time on a deal or process because you haven't connected your accounting software to your CRM and emails sounds pretty familiar. Accounting is a task that accompanies all companies — regardless of industry, size or business model. And let's be honest: Only a few people associate bookkeeping with fun. On the contrary, for many it is a necessary evil.
However, as accounting is highly standardized and is characterized by recurring processes, it is ideal for automation. As a user, you certainly use other software and tools in addition to your accounting software. When you the Automate accounting, reduce the effort required for data maintenance and manual processes to a minimum. This saves you valuable working time for recurring, time-consuming tasks and allows you to concentrate more on your core business, increase your productivity and minimize sources of error.
By using various software technologies, we were able to integrate the accounting of several customers with many other frequently used apps, such as emails, CRM, shop software, ERP or cloud storage:
Invoices often reach you via various channels: by post, by email, as an email attachment. By integrating the email inbox with the accounting software, we automatically scanned all incoming emails for invoices for a German agency and uploaded them to the accounting department. That means: No more searching for invoices in your inbox.
If you work on a project basis, there is certainly a program in which you book your times. But what if these working hours were automatically read out and converted into a legally compliant invoice? That is exactly what we did by automating accounting and integrating it with time recording from a major management consultancy.
The relevant data from your customers is likely available in various applications: CRM, accounting, Newsletter tool. It is therefore important that the data in all applications is the same so that there are no mistakes when maintaining contacts. Instead of manually changing data, we automated this by linking the relevant tools of one of Switzerland's largest web shops.
Bookkeeping in particular is a corporate duty that is rarely fun. Let automation do this annoying work for you and free up capacities for value-adding tasks.
With our AI and automation solutions, we make your organization faster, more flexible and more powerful — and create measurable results along the entire supply chain.
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