FOR ADVISORS

The online advisor-suite to take your business model to the digital age.

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Complete extraction of receipts
Proactive customer care and management
Easy document exchange
Buchhaltungskosten senken_Belegerfassung in Sekunden_Buchhaltungssoftware KMU
Scaling possibilities
Optimal
Customer processes
Guaranteed data security

Document recognition

Accounting documents are extracted entirely and in high resolution. No more typing mistakes while manually extracting document data.

  • Document type recognition
  • No manual transcriptions of documents
  • Complete document extraction

Document archive

Accounto takes care of the digital, systematic storage of your receipts. All receipts are digitized on a daily basis and stored in an audit-proof manner.

  • Intelligent full-text search
  • Daily updated documents
  • Audit-proof storage

Document exchange

A physical transfer and the tedious sorting of documents is no longer necessary. You will receive your customers’ receipts digitally and can actively request missing receipts via our platform.

  • no constraints concerning time & place
  • No sorting of documents needed
  • Contextual communication
Screenshot Accounto-App Feature Belegaustausch

Task management

Simplify collaboration with your customers by using digital to-do lists. This way, you can keep track of all work, deadlines and dependencies.

  • Design your individual To-Do lists
  • Shared use of individual To-Do lists
  • Uniform communication via one plattform only
Screenshot Accounto-App Feature Aufgabenorganisation

Chances and risk management

The Chances and risk management tool enables you to proactively identify potential opportunities and risks of your customers at an early stage.

  • Set trigger events (e.g. liquidity) of which you would like to be informed early
  • Individual and proactive customer consulting
  • Create added value thanks to data-driven customer management
Screenshot Accounto-App Feature Chancen und Risiken Management

Deadline management

With our deadline management tool, you will never lose track of relevant dates, such as the due date for VAT.

  • Automatic tracking of deadlines, such as VAT
  • Define your own deadlines and dates
  • Automatic notifications
Screenshot Accounto-App Feature Fristenmanagement

Client administration

Manage your customers digitally in one place. By getting daily updates of your customer base, keeping up with your customers gets much easier.

  • Digital client management
  • All client information at a glance
  • Daily updated status of your client base
Screenshot Accounto-App Feature Mandatsverwaltung

Simplify tracking your time

Record your hours worked for each client and simply create invoices with one click.

  • Intuitive time recording
  • Direct import of billed hours
  • Customization of invoices
Screenshot Accounto-App Feature Zeiterfassung

Book an Online Meeting

Would you like to know how the accounting solutions of tomorrow can simplify your life today? Simply book an free and non-binding Online-Meeting now! We will introduce you to all of Accounto’s functionalities and can respond to your concerns and questions specifically. A risk-free investment that will definitely pay off – that’s a promise!

For SMEs

Focus on your core business and work together with your advisor for effortless accounting.

Screenshot Accounto-App

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