• No need for a physical contact with your accountant

  • An ultimate e-archive of ALL documents, not only invoices & expenses

  • Efficient use of time & resources

  • Monitoring of status of activities

  • FREE

HOW IT WORKS – 6 easy to follow steps

PROBLEM – due to coronavirus:

 

  • entrepreneurs and owners of micro & small firms may become infected when delivering in person paper-based financial documents to their accountants in monthly/quarterly routine.
     

  • some SMBs may not be in position to submit the documents at all if
    quarantined or under a curfew
     

  • SMBs will be under pressure to introduce additional efficiencies and optimize headcount

SOLUTION:

 

Our secure cloud-based portal (powered by CashDirector) to electronically: 

 

  • collect expense invoices and receipts or any other relevant financial documents through:

    • a photo with a mobile phone for immediate upload to the platform (Android) and email to the portal (iPhones)

    • an email to the platform of electronically received invoices

  • issue revenue invoices in few easy steps

  • confirm all revenue and expense invoices and receipts prior to the submission to your accountant

  • invite your accountant to securely access the stored invoices

  • monitor status of the stored invoices (uploaded, reviewed/approved, used by accountant, etc)

TANGIBLE BENEFITS

STAY HOME & SEND DOCUMENTS
TO YOUR ACCOUNTANT ELECTRONICALLY FOR FREE!

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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

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