FREN
Let’s see if atepi is worth your timeContact

For accountants

Your client has chosen atepi. Will it be compatible with your accounting software?

Yes.

We can give you that answer before we even know the name of your software.

As long as your accounting environment is not technically obsolete, atepi can be adapted to send the information you need.

The point is not to force a new tool on you.

The point is that your client’s data reaches you cleanly, in the right format and with as little handling as possible.

From simple import to advanced integration

The right level of integration depends mainly on how you work.

Some accounting firms prefer a simple, proven flow. Others want to automate more.

The aim is not to integrate for the sake of it. The aim is to spare you unnecessary work.

Simple, proven flowExtensive automation
  1. 01Standard invoice import
  2. 02Structured data exchange
  3. 03Advanced accounting imports
  4. 04Transfer of the information needed for processing
  5. 05Cash reconciliations
  6. 06Automation suited to the accounting environment

CODA

What if your client could already handle receiving their CODA files?

atepi can retrieve CODA files and use them to match payments with invoices automatically. But this can also simplify your own organisation: CODA files can be retrieved on the client side, then passed into the accounting flow agreed with the accounting firm.

Resultyou no longer necessarily have to retrieve the CODA files for this client yourself.

BankCODA files
Your client, in atepiPayments matched with invoices
Your accounting firmThe data you need for your accounting work

Cash reconciliations

A cash register should not reach the accountant as a problem to piece back together.

When the business includes counter sales or cash movements, atepi can structure the information upstream. Reconciliations make it possible to match transactions and pass on information that is easier to use.

  • Lesssearching.
  • Lessinterpretation.
  • Morecontrol.

Better-structured data from the start

The cleaner the information at source, the less it costs to correct later.

atepi can prepare and structure information before it reaches your accounting software.

The aim: to leave you more time for accounting and advice, rather than rebuilding the client’s paperwork.

In particular, this can reduce

  • re-keying
  • searching
  • corrections
  • back-and-forth with the client to track down missing information
  • transactions that arrive without enough context

Peppol

Peppol is part of the flow. It should not become a parallel flow.

atepi can send and receive the necessary documents via Peppol. This information can then continue on to the accounting environment, depending on the integration method chosen.

All about Peppol with atepi
The client

runs their business in atepi.

You

get the information you need for the accounts.

Check compatibility

Want to check before saying yes to your client?

Just tell us the name of your software. In most cases, we will quickly know how to set up the exchange. And when a case needs closer analysis, we can discuss the flow you want directly with you.

Your client does not need to act as the go-between for two pieces of software they do not know technically.

Discuss your accounting environment →