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Tripletex books and projects analyzed for each client

Sofia reads Tripletex invoices, projects and ledger accounts, builds client and project analysis, and creates orders, invoices and vouchers with your approval.

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Ideas to put to work

Project and client analysis straight from the ledger.

Project profitability
Sofia reads invoices and ledger accounts by project and builds an Excel view of margin for each engagement.
Orders from won work
When a Pipedrive deal is won, Sofia creates the Tripletex customer, project and order with its lines, with your approval.
Monthly management letter
Sofia reads the period's figures and drafts the client's management letter in Word for the accountant to review.
Vouchers from emailed receipts
Sofia reads receipts sent to Outlook and posts the ledger voucher, with your approval.

What Sofia can do with Tripletex

Sofia reads and keeps current

Invoices
Customers and contacts
Suppliers
Orders
Projects
Products
Ledger accounts
Employees

Sofia does, with your approval where you want it

Create an invoice
Create an order with order lines
Create or update a customer
Create or update a supplier
Create or update a project
Post a ledger voucher
Create or update a contact
Create a product

Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.

Works well with

Let Sofia analyze your Tripletex books

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