Workflow in SaldeoSMART for accounting office client

In this video, we demonstrate the ideal workflow for an accounting office client within the SaldeoSMART system. You will discover how to effectively manage sales invoices, cost documents, and bank statements by utilizing three core modules of the system.

In this video, the user will observe:

• Effective management of sales invoices: The processes involved in handling sales invoices within the system.
• Management of cost documents: Methods for organizing and processing cost-related paperwork.
• Handling of bank statements: Techniques for managing and utilizing bank statement data.
• Automatic sending of invoices: How the system facilitates automated invoice distribution.
• Debt collection processes: Features supporting the management of outstanding payments.
• Booking payments efficiently: The system's capabilities for recording and categorizing payments.
• Automatic data extraction from cost invoices via OCR: A demonstration of the Optical Character Recognition technology in action.
• Integration with the National e-Invoice System (KSeF): How the system interacts with Poland's e-invoicing platform.
• Generating payment transfers: The functionality for creating and managing electronic transfers.
• Automatic reconciliation of bank transactions: The system's ability to match bank records with internal data.
• Advanced reporting features: The generation of insightful financial and operational reports.

This video aims to illustrate that SaldeoSMART extends beyond being a tool for accountants, offering significant support for all entrepreneurs in managing their finances and administrative tasks.