There are only two certainties in life: taxes and the question, “So when are you going to send me those documents?”

There are only two certainties in life: taxes and the phrase, “So when are you going to send me those documents?”

Well… they used to exist. From now on, there’s a third certainty: our new 🚀Client Zone🚀
—and no, it’s not just another place to store invoices.

Together with the team at BinarBase, we’ve put together a Client Zone integrated with the accounting system, featuring tracking of missing documents and unmatched transactions, as well as custom reports and an AI agent (Silent CFO). Read on to find out how our colleague Flóra Ľuptáková Petruszová came up with the whole idea.

The core of the client zone is:

🚨 Automatic Document Monitor: The system monitors transactions and alerts you to missing invoices, unmatched payments, or overdue liabilities. You can resolve everything before the VAT filing deadline.
🔄 Overview of Recurring Expenses: Get an instant overview of recurring invoices you’ve forgotten to submit.
📈 Accrual-Based VAT: No surprises at the end of the month.
📊 Real-time management reports: Cash flow, margins, and liabilities at your fingertips, 24/7.
📂 One profile, all your data: Forget about searching for reports in your spam folder. We’ve combined SharePoint and BinarBase into one place.
🤖 AI Financial Agent (Silent CFO): Just ask it in natural language, and it will alert you to any fluctuations or missing documents on its own.

Sounds good?
See how we’re taking corporate financial management to the next level: 👉https://lnkd.in/dB-fM7W9

Will you keep up with the times, or is an Excel spreadsheet still the untouchable standard for you?
Replace spreadsheet chaos with smart data. 📈

Peter Šopinec
Highgate Group

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