Industrial accounting robot implementations
Small & Medium Businesses users
start of our operations
more transactions thanks to automated
payment / reconciliation functionality
more new business acquired thanks to differentiation and value added offers
within online banking
20 000 000
transactions processed with our
real-time robots last year
Participated in 5 acceleration programs, including:
MIT Fintech Future Commerce award
TOP 10 Hottest FinTech
European Medal of
Business Centre Club
Best in Bank FinTech Implementation Award
EFMA 2017 Golden Medal
Client Model Bank 2018
MBA, Eng., 20 yr experience in management, PM, IT, process reengineering.
Al expert, investor, serial entrepreneur
MBA, Eng., 20 yr experience in management & business development. CIM, investor, serial entrepreneur
Board of Advisors Director
30 yr business experience.
Senior positions in PwC BCG,
Managing Int'l Business Development Partner
24 yr experience in building and leading successful business. Ex PwC Partner, FS Lead
General Manager France
All-round financial services executive with a broad knowledge of Fintech solutions, e-commerce and payments services
10 yr experience in IT soft dev managament. I automated accounting platforms impl for banks
15 yr experience in marketing strategy, cmms & digital.
10 yr experience in accounting outsourcing management.
Developed a Poland wide network
we will gladly answer any questions you may have
How does it work?
CashDirector legitimises the bank's access to SME clients’ accounting data and provides a better view of their financial situation, at the same time providing targeted offers of financing, based on real clients needs
- More new business - Attract more new customers
- More active clients - convert clients into first bank account clients
- More revenue - increased monetisation ofexisting Customer base
- Build customer engagement, loyalty and retention
Banks provide SME clients with a daily cash planner directly accessible within online banking
Benefits for Banks
Benefits for SMEs
Customers get Digital CFO they often cannot afford to hire
CashDirector books transactions in real-time, plans cash flow, helps in invoicing, collecting money, registering expenses (photo, OCR), paying bills, planning daily cash flow, avoiding cash shortages, accessing financing when needed
- Avoid cash liquidity problems in advance
- Get bank financing quickly and easily when needed
- Save time and money with automated accounting tools
- Manage business finances digitally
According to our SME surveys carried out in different countries, the general conclusions are almost the same. They need more time to manage their business and finances. Most of them continue to use manual, or less automated solutions.
They cannot afford
to hire finance managers nor to purchase expensive ERP systems
high loan rejection rates
Growing # of SMEs
= higher revenue + pool & increased scalability
a more efficient and scalable service, more accurate decision making, a (risk) tools pool & increased scalability
On the one hand SMEs are not the “easiest” banking customers...
...on the other hand they encompass some key business opportunities, all ready to be explored
Over 100 FTEs. Combined experience in AI, banking, finance management, accounting automation, enterprise software development.
DASHBOARD (SME perspective)
- summary of key information in real-time for SMEs to have at their “fingertips” all they need to know to manage business
Digital CFO for SMEs
This AI-enabled Digital CFO for SMEs, based on a real-time accounting platform directly accessible within online banking, automates daily financial tasks, helps manage day-to-day cash flow and provides easy access to financing when needed.
Private label platform for banks to acquire more new business, to activate more clients, to implement Advanced Loans Underwriting to increase SME portfolio monetization.
DETAILED TRANSACTIONAL VS. HISTORICAL STATISTIC INFORMATION
CashDirector is an important element of the SMEs banking ecosystem
LEAD GENERATOR: immediate
TRANSACTIONAL DATA FOR:
- more accurate risk decision
- hourly warning systems
- x-selling retention
- 360 customer view
- Flexible & interconnected modules
- Comprehensive functionality
- Real-time "support"
- "Live" experts for difficult cases
Managing cash flows & finances
ROBO-ACCOUNTING & TAXES
Automated bookings & returns
(on-line tax filing)
Issuing invoices, making payments, OCRs
SMEs: profitable and less risky at the same time...
There are currently 150 million SMEs worldwide, underserved by accounting platforms and banks, to which CashDirector would like to address its services
SMEs are risky
and of low profitability
80% fail due
to cashflow management
Over the next 5-10 years
B2B will likely represent the majority of
the workforce: a rapidly progressing trend
the total worldwide trade
finance gap of $1.6 trn
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