EXACT ONLINE FOR ACCOUNTANTS

Transcription

1 Exact Online EXACT ONLINE FOR ACCOUNTANTS exactonline.com

2

3 WHAT IS EXACT ONLINE? Exact Online is the online business software for business owners and accountants. The combination of accounting and CRM offers the perfect solution for any healthy business. Additionally, we provide integrated packages for small businesses in manufacturing, wholesale distribution and professional services. What is Exact Online for Accountants? Our integrated online accounting software helps accountants deliver the best service possible at the same time, enabling them to evolve into strategic advisors. Avoid losing clients to another practice that provides better service and advice than you do. With Exact Online for Accountants, you will be able to provide the best service and the best advice. With Exact Online, everything is tied together, everything is automated, everything is under control.

4 OUR PRODUCTS Why choose Exact Online for Accountants? Exact Online for Accountants is the best choice for accountants who want to take their practice to the next level. It enables full collaboration with clients, and includes all the features of our accounting toolset. Our business software supports multi-company management, pre-defined templates, continuous monitoring and Scan & Recognize. It s everything you need to increase productivity, maximize customer loyalty and create new opportunities.

5 EXACT ONLINE 5 PRICING Exact Online for Accountants per month $ 0 starting from $ 5 per month per client Practice Users Unlimited Accounting Archiving companies Banking Budgeting Creating comprehensive reports including industry comparisons Continuous monitoring Handling foreign currency Managing assets Managing companies with the accounting dashboard Managing client-specific templates Running cost analysis Scan & Recognize The subscription includes -- 24/7 support and automatic updates -- Mobile apps for ios and Android -- Online collaboration -- Sending payment reminders -- Invoicing -- Managing recurring invoices

6 INCREASE YOUR EFFICIENCY Nowadays, clients expect more for less. Traditional accounting services such as bookkeeping, audit/compliance and tax returns have become a widely available commodity, putting pressure on your revenue. In such a competitive landscape, you need to run your practice as efficiently as possible by standardizing and optimizing processes, reducing costs and increasing revenue by serving more clients. Discover how Exact Online for Accountants helps you meet these challenges, while becoming more efficient. Pre-defined templates Does it take a lot of time and effort to get new clients started? Exact Online for Accountants makes it much easier, by providing the capabilities you need to work with standardized general ledger accounts and reporting templates. Just select an existing company and create a template based on its setup even accompanying master data and settings are included. This allows your clients to work with the same chart of accounts which allows for a smooth start. Because you can ensure all of your clients are using the same general ledger structure, reporting is far more efficient. Import bank statements Exact Online for Accountants allows you to automate nearly all of your data input, making manual entry of bank statements a thing of the past. Exact Online includes a banking module, so you can import digital bank statements with the click of a mouse. It s just as easy to prepare payment statements for import, with outstanding amounts reconciled immediately and automatically. Just what a busy accounting practice needs!

7 Exact Online for Accountants allows you to automate nearly all of your data input, making manual entry of bank statements a thing of the past. Enter invoices and receipts into accounts faster than ever, using Scan & Recognize on a smartphone or tablet. Exact Online for Accountants continuously monitors what s going on in your clients accounts, and alerts you when it spots irregularities Scan & Recognize Enter invoices and receipts into accounts faster than ever, using Scan & Recognize on a smartphone or tablet. The software fills in the details and then presents the scanned document to you as a proposed post for confirmation. As you use it more and more, you ll automatically build up a digital archive so all relevant client information will be easily accessible wherever and whenever you need it. Continuous monitoring Exact Online for Accountants continuously monitors what s going on in your clients accounts, and alerts you when it spots irregularities (based on predefined accounting rules or company and industry practices). It means you can manage any exceptions that occur in your clients business administrations. Based on these signals and warnings, you can drill down into client details to analyze the situation, saving you the time and effort you would otherwise spend on collecting and processing data manually. The recorded data can be used to structure the financial process as efficiently as possible, and in close collaboration with the clients involved.

8 BE PROACTIVE As you are probably well aware, to become a true business advisor, you need to invest in the relationship with your client. Have you ever thought about offering customized services or improving collaboration? Exact Online for Accountants provides you with a way to be proactive with your clients and to divide tasks in a smart way to save costs. You ll be able to supply tailored services, enabling your clients to grow their business. It s the perfect tool to improve client loyalty. Manage a multi-client environment Having a lot of clients is a good thing of course, but you also need the right tools so you don t lose sight of the important matters. Exact Online for Accountants gives you the right tools, so you always know what s going on in your clients businesses. Our business software helps you plan and manage your workload in a smart and effective way. It also helps you to get everything done in time uploading client receipts and invoices, for instance. As an accountant, you re also able to share period reports with your clients, create tax reports and get the required approvals.

9 CREATE NEW OPPORTUNITIES How good would it be to offer better services to your clients and increase revenue at the same time? Maybe you could offer business advice using insight into their finances to share knowledge and tools that add direct value to their businesses. Take the opportunity to offer new services, to invest in specializations and to create additional business. Exact Online for Accountants is here to help. Extensive customer analysis All of your clients are connected to your accounting software, providing you with access to a huge amount of business data. Exact Online for Accountants allows you to use this data to gain new insights into your clients businesses, allowing you to create new opportunities for advisory services. Create pivot tables to make an extensive analysis based on financial KPIs and share your reports via the accounting dashboard. A great example of customer analysis is benchmarking your client s business with other clients in the same sector. Are there differences in Days Sales Outstanding (DSO), profit margins or the costs of goods? Based on these learnings, you ll be able to provide relevant advice to help your clients grow their businesses. Advice alerts Advising your clients is all about having the right information at the right moment. Exact Online for Accountants takes that a few steps further. Our accounting software alerts you when relevant events occur in your client s company, giving you the opportunity to offer value-added services. These alerts are based on predefined criteria such as tax deadlines, deviations in expected costs, budget overruns, or usage of specific journals. And, it s easy to create new criteria in an instant.

10 10 EXACT ONLINE SHOP, LINK AND BENEFIT THE EXACT ONLINE APP CENTER Your business software is the beating heart of your company. So wouldn t it be great if you had the ability to add additional functionality? With Exact Online you can, using apps: add-ons linking everything together. Specific apps from selected vendors, all certified by Exact and brought together in the App Center. 3 reasons to explore the Exact Online App Center 1 Link Exact Online to any of our app solutions Extend the functionality of Exact Online. 2 All certified apps in one place Search easily by category or industry. 3 Easy, transparent shopping Link or disconnect apps quickly and easily with no hidden costs.

11 SUPPORT & SERVICES Do you have questions about using Exact Online? We can help you get the most out of your subscription in a way that suits you. Discover the possibilities below. Quick ways to start by yourself Do you prefer to learn more at your own pace? We offer online support by providing e-learnings, help videos and training webinars - great ways to quickly find an answer and see for yourself how something is done. Experts help you get started Some people find it much easier to work with experts. Our consultants help you out in no time at all to get the most out of Exact Online from the start. We also provide online training so you can master Exact Online at your convenience 24/7. SIGN-UP TODAY! I M IN! WHERE DO I START? Try these options 1 Head over to exactonline.com and sign up today! 2 Sign up for a free webinar training for a fast and friendly overview. 3 Should you have any questions, feel free to contact us via telephone at or at info@exactonline.com. Customer support has an answer to all your questions Telephone support is offered by our US-based support team. They ll answer all of your questions from 8 am to 6 pm EST, via a web request or on the phone at Get started today Exact Online gives you peace of mind with fixed monthly subscriptions - so you know exactly how much it will cost. Find out more at exactonline.com or if you want to try it, it doesn t cost a penny to sign-up. That s right, it s free to get started with Exact Online.

12 Vigorous Business Software. That's what Exact builds, for more than 200,000 businesses around the world. For entrepreneurial Doers who dare and, if they fall, always get up again. Exact breathes that same spirit. Thirty years ago, six students launched Exact as a garage start-up. Now we're a global company with 1,550 employees in 15 countries. We love the energy of fast-growing companies. We love the bumpy road of innovation. Our business software enables you to focus on the next goal, and look ahead to the next challenge. So dare to challenge the status quo. Analyze, test and improve your product, your organization, or your business model - constantly. With our vigorous business software, the future is what you make of it. Exact. Focus on what's next. Exact Online US 260 Charles St., Suite 300 Waltham, MA Phone: info@exactonline.com Site: exactonline.com Exact Group B.V., All rights reserved. All brand and trade names belong to the respective owners. MCL641065US003