Software
Closing, Audit, Tax
Financial services
Group
M&A Consultant
Prices
References
Trust
Consulting
Financial services
Group
M&A Consultant
Infos
Know How
Prices
Scope
Feedback
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Software
Closing, Audit, Tax
Financial services
Group
M&A Consultant
Prices
References
Trust
Consulting
Financial services
Group
M&A Consultant
Infos
Know How
Prices
Scope
Feedback
English
Deutsch
Français
Italiano
Login
Know How
Prices
Scope
Feedback
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Know How
Main benefit
Great time savings - automated data acquisition
Intelligent "advisors" help you concentrate on the essentials.
No detours via Excel
Data transfer from the commercial register
Data does not have to be recorded more than once
Import interfaces to all known financial accounting and ERP providers
Profit optimization with existing customers
Tailor-made reports convince customers and bring growth to your company.
Charge services instead of hours
Excel is good, but there is better
Expand the range (cross-selling)
Benchmarks at the push of a button
Give your reports an individual note:
Financial figures with benchmark
Graphic representations
Rating with trend analysis
Developed for country-specific requirements
The software knows no borders and can respond to the peculiarities of
145 countries
:
Currencies
Legal form
Data import finance
Checkpoints revision ...
Advisor for expanding your services
The reporting convinces your customers.
Automated data analysis
Variants of ratings
Projects for sustainable improvement
Training
Webinar training
You will find webinar training courses in the following areas:
Risk Management and Analytics
Revision
Company valuation
Consolidated financial statements
Merger & Acquisition
Videos of the software
You will find various videos on the modules under the manuals:
Conclusion
Revision
Analytics
Company valuation
Consolidated financial statements
Digital interview
DMS document management system ...
On-site training
The software can be trained individually according to customer requirements:
Graduation, analytics
Revision
Company valuation
Consolidated financial statements ...
Software manuals
The software presents the modules in detail under the manuals:
Trustee
Analytics
Revision
Consolidated financial statements
Digital Interview
DMS document management system ...
Safety
Login security levels
Secure login thanks to 3 security levels:
Branch office and user
Password
TAN (optional)
Location and security of the cloud servers
Cloud server for programs and data:
Data is redundant
Data is backed up daily
Servers are in
Switzerland
Data transfer
The data transfer is encrypted via an SSL connection.
An SSL connection (Secure Socket Layer) is an encrypted network connection between a server and a client (browser). The encryption takes place when using HTTPS.
Technology
Background colors are not printing
If the background colors are not printed on the documents, please check the following settings in the printer dialog:
Chrome:
select right mouse button
Select print
Further settings
Check the background graphics
Firefox:
Top right on printer
Set up page
Check the Print background (colors and images)
(Here you can also determine the content of the header and footer
Adjustments to the header and footer
Recommendation: print the reports without a header or footer.
All browsers
go to the print menu
Further settings
Uncheck headers and footers
Pop-ups are blocked
Popups must be allowed for the website.
Please make the following settings in your browser:
Settings
Click security check
Click website settings
Click the Pop-ups and redirects ... area at the bottom
Allow enter the website here and click Add
Measures catalogs are not displayed
Popups must be allowed for the website.
Please make the following settings in your browser:
Settings
Click security check
Click website settings
Click the Pop-ups and redirects ... area at the bottom
Allow enter the website here and click Add
Costs
Test login of the software
Create a free test login, with full functionality:
Closing, revision, analytics
DMS, document management system
Digital Interview ...
Software costs
The software is billed according to your usage:
Analytics
Revision
Consolidated financial statements
DMS
The running costs can be seen under information and costs online for users with administrator rights.
Hotline costs
The software hotline on the first level is free of charge, this relates to login, technical support and basic knowledge of the modules.
Further support is charged, whereby the scope of support is discussed with the customer in advance.