Reference

Aktiv Treuhand AG

Say goodbye to "Zätteliwirtschaft".

For Aktiv Treuhand AG in Sursee, the focus is on people. This may sound unusual for an industry in which figures and percentages count for a long time - but it makes sense. After all, the days when customers' needs could be met with mere "numbers" are long gone. Personal advice and the development of individual solutions have also become a success factor for financial service providers.

The challenge

Despite the latest technologies and the use of software, the fiduciary system at the source is still a paper-based economy. Invoices and credit notes, account statements and expense receipts pile up at the beginning of every booking. It is important to digitize receipts and documents at an early stage to ensure correct processing and future-proof archiving.

Solution

Optive combines INFONIQA ONE 50 and ELOprofessional to create an integrated financial solution that enables the seamless capture, processing and archiving of all document types. Each invoice item is automatically linked to the corresponding document. During a subsequent audit, all it takes is a click on an accounting item and the corresponding document appears on the screen.

Highlights

Archiving
Interface
Automatic OP booking

Function overview

Automated filing of vendor documents
Automated filing from payroll module
Automated filing of all documents from Papyrus
Fully automatic storage of any inserts via the ELO DropZone
Direct access to documents from INFONIQA ONE 50
Automatic archiving of accounts payable and posting documents
Archiving of any personal documents
Archiving of any other documents such as contracts, correspondence, etc.