We have been implementing SaldeoSMART since 2015 and have been among the vendor's leading partners since 2017. Below, the scope of each service and when we advise against it.
What SaldeoSMART itself can do, we have described feature by feature in the Features section. This part is about what we do around it, because you can buy a licence anywhere and the difference is whether a month later the system is working for you or sitting switched on with nobody using it.
A live demo before you decide, and after go-live three different training sessions for three different roles, on your own documents.
See what is includedCompanies, registers, posting schemes, permissions and workflow, set up once and properly, on your own documents.
See what is includedMore than forty accounting and ERP systems. When the standard data exchange is not enough, we write a solution of our own.
See what is includedA named expert, remote assistance and account takeover from another partner, with the archive, the settings and the permissions.
See what is includedWith a live demo and a conversation about documents, not with a quote. What interests us is how many 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.
If it turns out that SaldeoSMART will change little for you, we say so instead of issuing a quote. That happens most often with small volumes, and with documents you can't group into repeatable categories.
We do one thing and we want to do it as well as it can be done: SaldeoSMART implementations. We don't give tax advice, we don't build websites, we don't run payroll. But more than a decade of work in networking organisations has left us with a circle of people we trust, so when something outside our patch comes up, we simply recommend someone. No brokering and no commission from you.
Just tell us what you're looking for.
We start with a conversation about your documents, not a product demo. Tell us how many you handle and which accounting software you use, and we will say what can be done with it.
One named person runs it and stays with you after go-live. Prefer to call? 513 805 506