softgate-archiv, TotalAgility, FileLock
Use case:
Automated invoice processing with audit-proof archiving
Sector:
Debt collection
Technologies:
Project description
Ferber-Software GmbH with its solution for receivables management IKAROS is our long-standing integration partner.
Ferber-Software wanted to automate invoice processing and archive it in an audit-proof manner. The process was to be supplemented by a connection to DATEV for the transmission of data and invoices to the tax consultant and to Profi cash (a solution for payment transactions).
The company opted for softgate’s expertise and solutions for this project.
The automatic processing of invoices (multi-channel capture, data extraction, approval workflow, transfer to DATEV Online, Profi cash and softgate archive) was implemented with TotalAgility, an intelligent automation platform that automates common business processes with little development effort.
The archiving requirements were met with the softgate-archiv DMS, which is also to be used for the expansion of the e-file function in the future. The FileLock software solution was installed as the basis for revision security and GoBD-compliant data storage.
Benefits:
- Direct transmission of complete and error-free indexed data to the tax consultant for further processing and posting of invoices
- Automated transfer of payment instructions to Profi cash
- Saves time and reduces the workload of employees
- Guaranteed revision security of softgate-archiv thanks to the FileLock software storage solution from GRAU DATA GmbH
- Complete project implementation by one provider
Customer feedback:
“We opted for the softgate portfolio because it allows us to automate processing and transfer to DATEV Online and Profi cash. We have thus accelerated processing and also created a basis for further expansion of e-files in softgate-archiv. The solution has been well received by the team.”
Nicole Niehage
Project Management at Ferber-Software
