SaldeoSMART implementation for accounting firms and companies

What the implementation covers

We set up companies, categories, VAT registers, posting schemes, permissions and document workflow. We work on your real invoices, so from day one you can see what the software recognises by itself and what is left to check. Since 2017 we have been one of the top 5 SaldeoSMART partners.

In an accounting firm the implementation usually runs in this order:

1. A conversation about the process. How many documents a month, how many companies, who enters what today, where the queue builds up. Usually an hour.
2. The account and the first company. We set up one company, the most typical one, from end to end, including the connection to your accounting software. That company becomes the template for the others.
3. Recognition rules. Categories, dimensions, posting schemes, supplier recognition, rules for the AI. This stage decides how much work is left for the accountants.
4. Permissions and workflow: who sees a document, who approves it, who only takes note.
5. The remaining companies. In batches, on the finished template.
6. Team training. Most questions come around the twentieth of the following month, at the first close in the new software.

In a company with in-house accounting the order is similar. More time goes into the approval routes: who signs off costs, up to what amount, and who stands in for them.

Before you decide, you can see SaldeoSMART in a demo on the live system.

How long it takes

Setup time depends on the number of companies, posting schemes and how unusual the documents are. What takes longest are decisions on your side: who approves costs and by what rules dimensions are split. We help with that too, because we have set up similar arrangements at other companies.

What it costs

You can work out the subscription for the software itself in the calculator. The implementation price is in the quote, after a call about the number of companies and posting schemes and whether an integration with your software needs to be written.

When we suggest a smaller implementation

Below roughly a hundred documents a month, a full workflow with approvals usually does not pay for itself. We then suggest document capture with export to the accounting software, and add the workflow once the team grows. The same applies when every purchase invoice is different: the software learns patterns, so with documents that have no repeatable categories, automation gives less.