Personalised sites for clients
with company logos and design
Offer a collaborative platform with the Logist.AI client area and simplify time-consuming processes
Your client will appreciate the advantages of receipt search and having an overview of their current financial situation
Advantages for tax accountants:
- Considerably less work in the office, since clients can easily complete many tasks themselves
- Exchange documents faster and more securely
between tax accountant and clients (e.g. payslips, performance metrics, balances, power of attorney, signatures etc.) - Retain costumers through attractive extras
Advantages for clients:
- Instant access to information about company performance including uploaded receipts that have not yet been entered
- Insight into all aspects of bookkeeping up to the posting line
- Access to all receipts including a full text search
A plus for your clients
The following functions are available in your client area:
Dashboard – a constantly
up-to-date financial overview
Offer your clients an up-to-date financial overview and a 4-year comparison
The following diagrams and lists provide a clear overview of the company:
The current financial year and the year before for comparison - including financial earnings, expenses,
profits and accumulative profit. An overview of the processing status and the
transferred documents. A 4-year comparison on a monthly or yearly basis.
In addition to the diagram display on the dashboard Logisth.AI offers a live-view
diverser Auswertungen wie z. B. Gewinn- & Verlustrechnung, Saldenliste, Offene-Posten-Liste.
Dashboard – a constantly
up-to-date financial overview
Offer your clients an up-to-date financial overview and a 4-year comparison
The following diagrams and lists provide a clear overview of the company:
The current financial year and the year before for comparison - including financial earnings, expenses,
profits and accumulative profit. An overview of the processing status and the
transferred documents. A 4-year comparison on a monthly or yearly basis.
In addition to the diagram display on the dashboard Logisth.AI offers a live-view
diverser Auswertungen wie z. B. Gewinn- & Verlustrechnung, Saldenliste, Offene-Posten-Liste.
Receipt editing -
from receipt upload to
digital book-keeping
Ob per Drag & Drop, per E-Mail oder über die Logisth.AI-App –
your customers a huge variety of ways of transferring documents.
All receipts are filed and can be viewed at any time.
Offer your customers a diverse range of
analysis tools at the touch of a button.
Let your customers get involved -
from scanning to digital book keeping, depending on the settings
Workflow - Invoice realeaser
controlles multiple instances
You can integrate several people in the process of invoice approval, while you have the possibility to leave notes and comments and even correct the invoices.
The approval process is documented in the background by means of a protocol and attached to the invoice, no information will be lost!
Receipt search- find it fast
using the archive with full text search
There are countless options:
- Anzeige der Rechnungen bis zur letzten gesperrten Periode
- Beliebige Monate bzw. „Alle“ können selektiert werden
- Sortierung einzelner Spalten
- Suche (optional mit Volltextsuche in den Rechnungsdokumenten)
- Filter nach bezahlten/offenen Rechnungen und Eingängen/Ausgängen
- Abruf der Rechnungsdokumente (soweit vorhanden) direkt aus dem Kanzleiarchiv
Hier finden Sie auch das Workflow-Protokoll.
Receipt search- find it fast
using the archive with full text search
There are countless options:
Display the receipts till the last blocked period •
Specific months or "all" can be selected •
Sort individual columns •
Search (possible with full text search within receipt documentation) •
Filter by paid/open invoices and incoming/outgoing •
Call up receipt documentation (where present) directly from the office archive •
Logisth.AI-App –
always ready
and on call
It’s easy: photograph receipts or documents and upload them to the document pool.
The Logisth.AI app also features automated receipt separation.
The archive provides access to uploaded documents are receipts.
The App is constantly being updated with new features.
Logisth.AI-App –
always ready
and on call
It’s easy: photograph receipts or documents and upload them to the document pool.
The Logisth.AI app also features automated receipt separation.
The archive provides access to uploaded documents are receipts.
The App is constantly being updated with new features.
More features for your customers
Automatic
Receipt transfer
Profit and loss accounts, account ledger, balance, account statement
Live book-keeping
with automatic data comparison
thanks to the automatic transfer
into your booking system.
Converter
Document sharing
overview and sharing options, documents and receipts can be processed and archived. In the dashboard you can find the overview of the current processing status.
Opening the workflow
Open items list
Payment
References
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