Ideas to put to work
Management analysis from the ledger, ready before the partners' meeting.
Monthly management pack
Sofia reads the period's ledger transactions, builds the management accounts in Excel, and drafts the commentary in Word for the partner.
Invoices raised for won work
When a Pipedrive deal is won, Sofia creates the customer and the sales invoice in Exact Online, with your approval.
Supplier invoices captured from email
Sofia downloads supplier invoices from Outlook, creates each purchase invoice and attaches the file, with your approval.
Who to call about unpaid balances
Sofia compares sales invoices with payments, ranks unpaid balances by client and age, and lists who to call first.
Client profitability
Sofia reads invoices and ledger transactions by customer and builds a profitability view in Excel, so partners see which relationships earn their keep.
What Sofia can do with Exact Online
Sofia reads and keeps current
- Sales invoices
- Purchase invoices
- Customers and contacts
- Payments
- General ledger accounts and journals
- Financial transactions and lines
- Sales orders
- Items and documents
Sofia does, with your approval where you want it
- Create or update a sales invoice
- Create a purchase invoice
- Attach a file to an invoice
- Create or update a customer
- Create or update a contact
- Create a sales order
- Create or update an item
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- Microsoft WordWord processor for letters, reports and contracts
- PipedriveSales CRM built around the deal pipeline
- Microsoft OutlookMicrosoft's email and calendar
QuickBooksAccounting software for small and mid-sized businesses
XeroCloud accounting for small businesses
NetSuiteCloud ERP for finance and operations- FreshBooksInvoicing and accounting for service businesses
Put Sofia to work in Exact Online
Score your firm in three minutes, or talk to our team.