We carry out accounting operations on instruction and under the accounting firm’s supervision
Faced with your clients’ digital transformation, your accounting firm must adapt. More consulting and support, less accounting input and repetitive tasks for employees and clients who gain added value.
Foster your employees and your clients’ loyalty with beneficial services.
As a chartered accountant, you are also the head of a company and must optimise your management, reduce your costs and give flexibility to your organisation to constantly adapt to new practices.
Recruiting your employees, having the time to train them, entrusting them with rewarding tasks and finally fostering their loyalty takes time that you need to save on repetitive, low-added value tasks.
Remaining in control of time when you are at the mercy of clients and employees’ calendars and unpredictability is a daily challenge.
As your clients’ primary and loyal advisor, you need time to listen to them, support them and train.
Constantly adapting and taking onboard new clients, new technologies and innovative practices are all challenges the chartered accountant faces.
We provide a services portal in your firm’s colours that is accessible to your clients and employees to upload and consult documents sent for processing. Our Numen Expert portal also enables you to monitor accounting progress, send processing instructions and consult activity reports
Upload accounting documents, bank files or files from other sources (sales) on the portal – we index and process them. Then find them easily with advanced search criteria.
The documents collected are processed by our teams. The entries are input, reconciled and matched. The accounting information is linked to the documents saved in the EDM system, thereby adding new search criteria to the EDM system.
The images (scans) of documents uploaded to the portal are optimised to accelerate access, searching and viewing.
All the bookkeeping work is revised by an experienced accounting employee before delivery.
To digitise accounting documents, Numen offers two additional solutions:
You deliver your clients’ accounting documents to one of Numen’s digitisation workshops. These are dematerialised and injected into the Numen Expert portal within the day before being returned to you.
Use professional scanners that are directly connected to the Numen Expert portal. Your employees or clients scan and upload the accounting documents directly to the portal in one gesture.
Find all the features of the Numen Expert proposal by downloading the product sheet.
DownloadDigitalisation of documentary processes for human resources.>
CABEX is a network of independent chartered accountants serving entrepreneurs.
“Our firms’ environment is profoundly changing. The purpose of our network is to enable its members to move forward and switch from a historically ‘liberal’ method of operation to an ‘entrepreneurial’ method through support, behavioural training and the prospects provided by CABEX”
