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
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
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)
STAY HOME & SEND DOCUMENTS
TO YOUR ACCOUNANT ELECTRONICALLY FOR FREE!
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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