Demo and training
A live demo before you decide, and after go-live separate training for accountants, client-facing staff and the owner.
SaldeoSMART implementation, integrations, bots and support
Since 2017 we have been one of the top 5 SaldeoSMART partners. We set the software up around the way you work, connect it to your accounting, train your team and stay on for support.
What we do around the software
What SaldeoSMART itself can do is described feature by feature in the Features section. This is our part: setting up the account, connecting it to your accounting, training the team, bots and support after go-live.
Implementation
Companies, registers, posting schemes, permissions and workflow, set up on your real documents.
Accounting software integration
More than forty accounting and ERP systems. When the standard data exchange is not enough, we write a solution of our own.
Bots and automation
Bots we write ourselves: a posting bot for Optima and the Office Dashboard with a daily check of every company, a backup on your drive and sending to the accounting software.
Support
A permanent account manager, remote help and a free account review.
How we start
With a short call about your documents and a demo on the live system. We ask how many documents there are, where they come from, who enters them today and where the queue builds up. After a meeting like that both sides know whether there is anything to talk about, and you know how long the implementation will take.
If it turns out that SaldeoSMART would change little for you, we will say so in that meeting.
Matters outside SaldeoSMART
We work on SaldeoSMART and everything around it: integration with your accounting, bots and support. When a tax, payroll or IT question comes up, we recommend specialists we trust. No brokering and no commission. Just tell us what you are looking for.
Let's talk about your implementation
We start with a short call about your documents and a demo on the live system. Tell us how many documents you handle a month and which accounting software you use, and we will tell you what can be set up and how long implementation takes.
The same person handles your implementation and the support that follows. Prefer to call? 513 805 506