WHAT SaldeoSMART is

A few words about system to modern company

SaldeoSMART is an innovative solution that utilize OCR (Optical Character Recognition) technology,  designed to improve the work of accounting offices and accounting department in companies.
Automatic data retrieval from invoices scans enables rapid digitalization (and archiving); after substantive acceptance data is imported into the financial and accounting system, which significantly speeds up the accounting process.
A client account gives accountancy clients not only access to the archives of their documents but also reporting, settlements or electronic payments.

ADVANTAGES

So what will SaldeoSMART change in your business

MORE WORKING EFFICIENCY

It will speed up repetitive manual data entry; It will enable automation and process support in parallel.

ACCESS TO SAFETY ARCHIVE

Access by 24/7 to perfectly secured electronic document archives. You will also get previews of your original documents in your accounting program.

SAVING

Recognizing invoices throught the OCR system allows you to reduce the cost of entering data by as much as 40%.

MORE BENEFITS FOR YOUR CLIENTS

A customet accountant no longer needs to deliver paper documents. Having them online can see them an any time. The client panel also has access to additional functionality.

SaldeoSMART is a solution for modern companies and open to change, requiring a lot of effort from the user at the initial stage. It inspires you to rething work organization in the company and actively participate in the implementation of the system. SaldeoSMART brakes with traditional model of work - especially in tce accounting offices - eliminating routine and repetitive activities using modern technologies.

SaldeoSMART is not so much an IT system as the philisophy of work.

SaldeoSMART IN TWO VIEWS

Learn about the different ways of work on the system

READING DOCUMENTS

The module supporting mainly (but not limited to) the work of accounting offices. It reads the invoice data and exports it to the accounting program. Allows multiple companies to be served, giving the client access to their data through the client account. Available in stationary (license) and online (monthly subscription).

ADDING DOCUMENTS TO THE SYSTEM

PDF invoices file generated from the invoicing or storage program is added to the application. If you receive paper invoices you do not need to scan each one indyvidually, but you can scan a batch of documents using the automatic document feeder scanner. The system will split them and read the necessary accounting data from them.

Veryfication and categorization of invoices

Previewing the documentation will make it easier for you to verify your data and give them a category (unless you have defined them at the time of adding the document) according to the later accounting rules in your accounting program. You can also add comments, attachments and links to another document to your document.

Export documents to accounting software or JPK

Thanks to import schemas adapted to previously - published categories you will quickly post invoices. At any time you will able to see the original in your accountig software With SaldeoSMART you can also export invoices to JPK (Uniform Contril File).

WorkFlow

It is a modern electronic document flow application for demanding users. SaldeoSMART is a circiut created indyvidually for every company equipped wth an intelligent system of reading data from scans of paper invoices and having the option to import into accounting software.

ADDING DOCUMENTS TO THE SYSTEM

Electronic documents (receiving in graphical or scaned version) are added to the application, that reads the necessary accounting data and important information for the work flow in your company.

Putting documents info electronical WorkFlow

The document read automatically goes to the appropriate circulation of documents - from registration in the system through the process of substantive description, multiple-step acceptance for archiving. You do not have to go for paper documents - their preview is visible on the monitor. You always know what stge a document is and who is currently working on it. The last step in working with invoices is their categorization in terms of their shipping to the accountig system.

Import documents into ERP system or accounting software

The application is integrated with more then 30 accounting programs and has an electronic archive that allows you to view directly in accounting software and find invoice after position.

HOW TO KNOW AND IMPLEMENT SaldeoSMART

See the process step by step

We will show you the system capabilities during the free presentation

We will analyze ypur needs and present purchase and implementation costs along with your schedule.

We will pick up your order or sign the contract depending on the product version

We will implemet the system and we will teach ypu how to use it

We will be at your disposal according to the rules of after-sales care