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Description
BilagPilot is a specialized platform designed for accounting and bookkeeping firms to streamline the process of collecting documents and following up with clients. By utilizing this platform, firms can significantly decrease the time dedicated to pinpointing missing receipts and necessary documentation, reaching out to clients, sending reminders, and monitoring outstanding items.
The platform seamlessly integrates with compatible accounting systems to highlight transactions or accounting entries lacking documentation. Accountants can evaluate these cases, formulate requests, and provide clients with a straightforward summary of the materials they need to submit. Clients are conveniently notified via email or SMS and can upload their documents through a secure link without the hassle of creating an account. Additionally, BilagPilot automates follow-ups for any pending requests and offers the accounting team a centralized dashboard to monitor document collection efforts across various client companies, enhancing overall efficiency and communication. With its user-friendly features, BilagPilot not only simplifies the documentation process but also fosters stronger collaboration between firms and their clients.
Description
The profitability of your business hinges on the effective selling of products and services, and Pilot CS Cascade offers several solutions to enhance this process. With its optional Client/Server architecture, Pilot CS Cascade ensures high performance and reliability. When deployed on a server, it efficiently manages databases, delivering timely data to client workstations while minimizing network congestion. Even with numerous users engaged in database-heavy operations, Pilot CS Cascade maintains its speed and responsiveness. This architecture also facilitates secure remote access, allowing connections via the internet or wirelessly using a smartphone. Furthermore, Pilot empowers system administrators to control user access to various accounting modules by assigning specific credentials tailored to each employee's role. Each user is granted a unique ID safeguarded by a password, reinforcing security at the individual level. By implementing these measures, Pilot CS Cascade not only boosts productivity but also ensures a secure environment for all users involved.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
FreeAgent
MySQL
Oracle Database
QuickBooks Online
Sage Accounting
Xero
Integrations
FreeAgent
MySQL
Oracle Database
QuickBooks Online
Sage Accounting
Xero
Pricing Details
$149/month
Free Trial
Free Version
Pricing Details
No price information available.
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
Bjorvand Solutions
Founded
2021
Country
Norway
Website
bilagpilot.com
Vendor Details
Company Name
Pacifica Research
Website
pacificaresearch.com/pilotcs-cascade/
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
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
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
