Save 60% on your operating costs
Take a leap in your digital transformation. With our financial automation technology, you save up to 60% on your operating costs.
Request a proof of conceptOur LOW-CODE financial automation platform enables companies like yours to take a leap in their digital transformation and drastically reduce operating costs. Our CLOUD technology is also accessible to all types of companies at a much lower cost than traditional systems (SAP, Oracle, Salesforce…).
Why keep working with hugely expensive, heavy CRMs that cannot adapt to your business needs?
The alternative to the CRMs of the past
Traditional systems we replace
- Salesforce
- SAP
- Oracle
- HubSpot
- Pipedrive
- Holde
Report and Reporting Automation
CloudFramework technology gives you a real-time information system where you can identify key business KPIs and alerts, essential for decision-making. Our technology connects you to a central system where each manager's access is configured and the specific information they can access is defined.
This technology connects to external data sources, in-house financial systems or can even provide your own financial management software.
Automating the design of reports and reporting saves a lot of work for financial and administrative directors, who spend days of work just preparing these reports manually.
Invoice issuance automation and Client Portal
Your business may have many products and sales systems that must produce many types of invoices. From eCommerce to web or mobile services or acceptance of a commercial proposal, everything must generate invoicing.
Our CLOUD technology allows you to automate all these processes and deliver those invoices to your clients. You could also activate a Client Portal to give them access to your company and to those invoices, as well as share commercial and business information that may be of interest to them.
This is a step increasingly demanded by clients, who want a place to check billing and contracted services without depending on phone calls or email.
Request a proof of concept- eCommerce and online sales
- Web and mobile apps
- Accepted commercial proposals
- Customer Portal with invoice access
- No dependency on calls or emails
Expense management automation and Supplier Portal
One of the main problems in organizations is expense management and control. Our CLOUD systems make it possible to simplify, organize and manage receipt of expense invoices and employee receipts more efficiently.
Automate your management- 1Digitization of invoices approved by the Tax Agency for paper removal. The Agency requires us to keep expense documents for at least 4 years in case of inspection to deduct VAT and income tax. With approval software, the physical document no longer needs to be kept.
- 2Expense projection: So that when invoices are received they are already planned in the system and ready for payment.
- 3Supplier portal: So that suppliers upload invoices through the system instead of emailing them and having to handle them manually.
- 4Purchase order management: To simplify internal approval of expenses.
- 5Budget control: Where department budgets are designed in the system to ensure expenses do not exceed what is planned.
- 6Employee expense control: With reporting of such expenses and document approval capability.
Connecting to banks, reconciling movements and automating payment batches eliminates hours of manual work and reduces the risk of errors.
Payment and collection management automation for Treasury
One of the processes that most needs automation is managing payments to suppliers or generating collection batches. This often bank-related work can mean many hours and potential errors in processing information.
Connecting to banks, automatically downloading movements and reconciling income and expenses with card and bank account movements is essential for proper control of company finances.
Our CLOUD technology makes it possible to automate these processes and even outsource low-value administrative work so that staff work on the company's information system.
Request a proof of conceptTAKE YOUR OPERATIONS TO THE NEXT LEVEL
Tell us your challenge and we design your solution with CloudIA