Difficulties of accountants | C-LAB Solution |
|---|---|
Monitoring the submission of sales SAFT files to the Tax Authority (AT) | Forward the email with the SAFT file attached. C-LAB handles the delivery and collection of receipts, and updates the status of the submission in a dashboard |
Consulting the contents of sales documents in the SAF-T file | Interface for reading the content of sales documents |
Classify and record sales | Automatic rule-based classification and integration into ERP via API |
Classify and process supplier documents | Data extraction through QR Code, automatic rule-based classification, and integration into ERP via API |
Creation of third parties (customers and suppliers) in the ERP | Automatic opening of new entries in the ERP through API |
File and retrieval of documents | Digital file, online DL28/2019 |
Duplicate document management | Automatic identification of duplicate document presence |
Verification with E-invoice | Automatic cross-referencing with the records reported in the E-invoice system |
Tracking missing bank statements | Allows for the retrieval of the statement list and updates the status of the statement on a dashboard |
Classify and record bank transactions | Importation of bank statement, automatic rule-based classification, and integration into ERP via API |
Bank reconciliation | Process of matching transactions and automatic reconciliation |
Management of pending bank transactions | Interface with the client that provides open transactions on the bank statement |
Archiving and retrieval of bank statements | Timeless archival of bank statements |
Team Work Planning | Definition and allocation of tasks by the team. Daily and online access to the state of the art |
Management of remote work, location, and attendance management | Scheduling and organization of vacations and daily location tracking of employees |
Distribution of workload from the “client portfolio” among the team | Analysis and management of the workload volume by team |
Profitability of retainer agreements | Analysis and management of the time spent on retainer agreements (by employees/tasks) |
Lack of technical alignment in the execution of accounting | Technical sheet per client, with definition of execution rules, available to the entire team |
Management of tasks and obligations | Centralized management and control of the execution of tax, accounting, and payroll tasks |
Management of passwords and access to portals | Management and archiving of access data to websites such as tax authorities, social security, etc… |
Management of customer contact | Contact sheets for each client and communication specifics |
Archiving and access to contracts with clients | Digital archiving of contracts, proposals, and addenda |
Issuance of invoices for retainer agreements | Scheduling automatic monthly billing issuance via API |
Control of retainer fee collection | Management of outstanding payments with automatic connection to receipt issuance |
Control of retainer agreement profitability | Automatic calculation of hourly rate and deviations per retainer agreement |
