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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

For businesses that handle a substantial volume of transactions, a system is designed to foster seamless connections between banks and ERP systems. This approach has been shown to enhance cash flow, eradicate manual tasks, lower days sales outstanding (DSO), and boost cash visibility. By automating intricate financial tasks, it revolutionizes the finance department. Users have access to a unified hub where they can document notes, view lockbox images, eliminate deductions, and attach real-time information. The intelligent software predicts payment trends based on past performance, underscores overdue accounts, and automatically generates user-defined dunning letters. With these advancements, firms can anticipate increased efficiency in collections and a significant drop in DSO. Revenue and profits often dwindle due to the deduction process, which can be initiated by both large and small companies using specific customer codes and reasons. It allows for deduction management to be adjusted to any bank file or remittance format, facilitating quick review and approval of deductions. Additionally, users can devise reason and deduction codes directly from remittance data, irrespective of the ERP system in use. This comprehensive solution ensures that businesses can efficiently manage their financial operations and significantly reduce losses related to deductions.

Description

Streamline the accounting processes of your firm by automating the production and removing repetitive data entry tasks. Cegid offers flexible subscription plans of 12 or 36 months for companies that have successfully undergone their transformation and are ready to commit for the long haul at a more advantageous rate. Expedite document collection and enhance the customer experience simultaneously. With Cegid Conciliator, documents can be captured instantly through a mobile app, organized in a secure online space, or processed via email, scanner at client locations, or in bulk at the firm. The platform automates the filing, cutting, and merging of documents efficiently. By utilizing Cegid Conciliator, you can eliminate monotonous tasks thanks to its robust, fully automated cutting, merging, and grading capabilities. The solution ensures exceptional reliability with over 70 automatic controls for each invoice, checking for VAT compliance, quantity consistency, and more, maintaining unwavering vigilance throughout the process. Furthermore, Cegid Conciliator employs sophisticated machine learning techniques that tailor its operations to accommodate the specific features of the chart of accounts being utilized, providing an even more personalized experience for your firm.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Clevy
My DSO Manager
Regate

Integrations

Clevy
My DSO Manager
Regate

Pricing Details

No price information available.
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

Cashbook

Founded

1992

Country

Ireland

Website

www.cashbook.com

Vendor Details

Company Name

Cegid

Country

France

Website

www.cegid.com/fr/produits/cegid-conciliator/

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

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Product Features

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