A SaldeoSMART demo before you buy, and training after go-live

A demo before you decide to buy

Before anyone buys anything, we show the system live: usually an hour, remotely, with no commitment. We run it around what affects you. If your subject is KSeF, Poland's National e-Invoicing System, and documents your clients keep failing to send, you won't be watching the budgeting module.

The questions matter most, including the awkward ones: will the software cope with your invoices, how long will the implementation take, what won't it do. We have heard most of them before, so we answer straight away, with examples from other implementations.

Separate training for accountants, client-facing staff and the owner

After go-live we train on your account and your documents. Each role gets its own session:

• The accountant: coding documents, registers, schemes, exceptions, corrections. The longest part, and the most questions.
• Whoever deals with clients: the client portal, missing documents, reminders, exchanging files.
• The owner or the manager: forty minutes on what the numbers show and where the queue builds up.

We also run a short separate session for the firm's clients, if the firm wants to give them the portal. That one hour decides whether the portal gets used or ends up as an empty tab.

After the training

We leave you a short record of what we set up and why, plus a list of the things we left manual on purpose. The second list often matters more, because people get lost not in what the system does but in what it doesn't do.

When the account is not set up yet

Then we start with a demo and a conversation about the process, and run the full training after the configuration, because there is nothing to practise on an empty account.