Company serviced by an accounting office

Automatic Document Flow – No More Sending Invoices by Email

Many companies waste valuable time sending invoices, corrections, and other accounting documents to the accounting office. This often requires manual scanning and sending of files, which generates errors and delays.

With Enovatio:

• Expense and sales invoices are automatically routed into the system, accessible to both the company and the accounting office.
• Integration with KSeF allows for the automatic retrieval and submission of invoices directly into the system.
• Documents can be automatically categorized and described before being sent to accounting.
• A full approval workflow allows invoices to be approved by the relevant persons in the company before being transferred to the accounting office.

As a result, the accounting office receives complete, organized data in real time, and the company no longer needs to manually send documents.

Faster and More Accurate Employee Settlements

Companies often face problems with controlling employee expenses and settling travel allowances. Documents sent to the accounting office are often incomplete, unreadable, or require additional explanations.

With Enovatio:

• Employees can input their expenses and settle travel allowances directly in the system.
• All expenses pass through approval by supervisors before reaching the accounting office.
• The system automatically calculates per diems and other travel expenses, eliminating manual calculations.
• The accounting office receives a ready-made report – without the need for additional verification or corrections.

This means fewer errors, faster settlements, and better control over the company’s finances.

Complete Control Over Financial Data in Real Time

In the traditional collaboration model, companies often don’t have immediate access to their accounting data – they have to wait for reports from the accounting office. Lack of real-time control can lead to budget overruns, payment delays, and cash flow problems.

With Enovatio:

• The company has full access to invoices, settlements, and budgets in one system.
• Payments and financial obligations can be tracked in real time.
• Automatic reports enable quick financial decision-making.
• The accounting office works with the same data as the company, eliminating discrepancies and delays.

This means greater control over finances, no surprises, and better cash flow.

Secure Data Exchange and Compliance with Regulations

Sending documents via email or sharing them on cloud drives does not guarantee full security of financial data. Additionally, storing invoices and accounting documents must comply with tax regulations.

Enovatio provides:

• Secure document exchange with the accounting office – with no risk of unauthorized access.
• Automatic document archiving in accordance with legal requirements.
• Availability of documents for the entire required retention period – no more losing crucial data.
• A complete history of changes and approvals – it is clear who and when approved a document.

This ensures that the company does not need to worry about data security or meeting accounting and tax requirements.

Integration with ERP Systems and Banking

Many companies use ERP systems to manage finances and business processes. Enovatio integrates seamlessly with popular accounting systems, allowing:

• Automatic document import into ERP – without the need for manual data entry.
• Integration with banking systems – easy tracking of payments and ensuring transaction compliance with invoices.
• Synchronization with KSeF – full compliance with the electronic invoice flow.

This means that the accounting office works faster, and the company always has up-to-date financial data.