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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Transform your document handling and enhance client management to prioritize consulting tasks. With seamless accounting, collaborate closely with your advisor to maintain focus on your primary business activities. Accounto significantly streamlines the partnership between small and medium-sized enterprises (SMEs) and trust firms. SMEs can easily upload their receipts to the Accounto platform, where the submitted documents are automatically categorized and assigned. Both SMEs and advisors have 24/7 access to these documents, enabling them to collaborate intuitively and effectively on our platform, which ensures that everything is stored in a manner compliant with audit standards. By employing our cutting-edge software solutions, we simplify complex processes and usher the fiduciary sector into a digital future. This enhanced efficiency not only prepares advisors for upcoming challenges but also allows SMEs to devote their energy to their essential business functions. Administration is handled instantly, with automatic identification of all relevant documents, ensuring a smooth workflow that benefits all parties involved. Ultimately, this innovative approach fosters deeper collaboration and paves the way for greater success in the competitive landscape.

Description

Finmatics is a specialized AI layer for automated document processing that slots into the accounting system you already use, rather than a platform you migrate to. What sets it apart from ordinary OCR is that it understands accounting logic instead of just scanning text: it reads each line item, applies tax rules and most standard charts of accounts (SKR), and proposes traceable bookings in seconds — handling even complex, multi-line documents via promptable AI split bookings. Invoices and receipts of every kind (paper, PDF, e-invoice) are captured centrally, then automatically separated, sorted, and matched to the right client, roughly 99% without manual work. Continuous background checks catch duplicates, missing VAT IDs, and mismatches through automatic VIES lookups. Its Training Center learns your firm's booking behavior over time. Connects natively to DATEV, BMD, RZL, and Agenda. EU-hosted, GDPR-compliant, part of the Visma Group, trusted by 1,300+ firms.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

DATEV
Microsoft Dynamics 365
SAP ERP
SAP S/4HANA

Integrations

DATEV
Microsoft Dynamics 365
SAP ERP
SAP S/4HANA

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

750 €
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Accounto

Country

Switzerland

Website

accounto.ch/en/

Vendor Details

Company Name

Finmatics

Founded

2016

Country

Austria

Website

www.finmatics.com/en/

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Data Extraction

Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

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