SaldeoSMART account support and a free review

What we check in an account review

The review is free and commits you to nothing. We look at the account the way your team works with it and come back with a short list: what works, what to fix and how long it will take.

• The set-up of companies, categories and schemes: what has built up over the years and no longer serves anyone.
• The plan and credit usage. If a smaller plan than the one you have would do, we will say so.
• User permissions and the approval workflow.
• Downloading invoices from KSeF and the integration with your accounting software.

The review alone often brings a few tips you can put in place straight away. It also happens that a client pays less afterwards than before.

Why clients come to us for support

• Nobody permanent knows the account and answers a ticket before it becomes urgent.
• They hear about SaldeoSMART updates and KSeF changes on the day something stops working.
• The configuration has not kept up with how the firm or company has changed since the implementation.
• Nobody checks whether the plan still fits the usage.
• After an update to the accounting software something stops matching, and it is unclear who should fix it.

How we work on support

You have one person who knows your implementation: your companies, your workflow schemes and why we set something up the way we did. You don't tell the story from scratch with every ticket. When needed, we connect remotely and look at the same screen as you, which usually settles a matter faster than three e-mails.

Throughout the year we keep an eye on a few things you don't have to ask for:

• Vendor updates and legal changes that will change something for you. We write about them when they affect your account.
• The integration with your accounting software, especially after its updates.
• Whether the plan matches credit usage.
• The first month-end closes after go-live.

When the cause of a problem sits in the accounting software itself, we pass the case to a trusted specialist in that software and stay on it until documents go where they should. You report it once, to us.

Improvements we make most often

• Automatic import of invoices from KSeF and a tidy way of coding them.
• An approval workflow with stand-ins and deadlines.
• Integration with your accounting software, including where the standard data exchange is not enough.
• Settings that take repetitive month-end tasks off your team.

Bots for SaldeoSMART

Part of the repetitive work is taken over by our bots. The Office Dashboard checks every client company of an accounting firm each day and shows what is holding up the month-end close.

See our bots →

What ongoing support costs

We price it after a conversation about your process: the number of companies, the number of users, and how many exceptions you have. The subscription for the software itself is a separate item, and you can work it out in the calculator.