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

 
 
 
 

 
 

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

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

 
 
Kundenportal

Automatic
Receipt transfer

Email-import function. Digitally transferred receipts can be directly and automatically sent to Logisth.AI
Kundenportal

Profit and loss accounts, account ledger, balance, account statement

Not only the dashboard can be used to give an up-to-date financial overview. Other lists can give detailed insights
Kundenportal

Live book-keeping
with automatic data comparison

The results are immediately available
thanks to the automatic transfer
into your booking system.
 
 
Kundenportal

Converter

With the conversion module receipts or master records can be transferred by the customer and automatically imported into book-keeping. The converter can also be made available to clients.
Kundenportal

Document sharing

Precisely documented with a clear
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.
Kundenportal

Opening the workflow

Digitise your workflow. Coordinate the sharing of receipts. Manage open items and increase your productivity in the Accounts payable department.
 
 
Kundenportal

Open items list

The list offers an overview of all purchase invoices (creditors) and issued invoices (debtors). The open invoices are reported separately by customer and supplier. Payments can Payments can be seen at a glance. Die Zahlungen im Überblick und mithilfe Payment bezahlen.
Kundenportal

Payment

In payment a SEPA transaction file can be created for open invoices for upload to the E-banking system. More than one invoice can be paid at one time. Credits, terms of payment and discounts are taken in account.
 
 

 
 
References