- Multiple document channels
- Manual file sorting
- Repetitive deficiency letters
- Customer status is difficult to track
Accounting document-management case study
Sample project for collecting and pre-checking customer documents.
01 / STARTING POSITION
The operating situation that can be automated
Receipts were received by e-mail, in a shared folder and on paper. Deficiency detection and customer reminders restarted every month.
- Ordering documents for a customer and for a period
- Recognition of proof type and basic data
- Automatic preparation of absence list
- Only accounting verification of uncertain items
Arrangedcustomer documents
Earliervisible deficiencies
Lessrepetitive correspondence
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Sales and customer management
Customers · opportunities · growthSalesforceHubSpotMiniCRM
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Finance · operations · efficiencySAPSzámlázz.huBillingo
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Collaboration · data · automationSlackMicrosoft 365Google Workspace
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Dynamics 365
Shopify
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Pipedrive
Zoho CRM
Zendesk
Freshdesk
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Brevo
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Typeform
Jotform
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Shoprenter
Kulcs-Soft
NAV Online Invoice
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SharePoint
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Jira
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Monday.com
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Airtable
Looker Studio
MySQL
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