CI Cloud
Back to Ubyquo ModulesTurn your clients' PDFs into smart documents
Cloud document portal for accounting firms: your clients upload their documents, they sync with Ubyquo and come back with all their accounting data. From any browser or from your phone.
How does it work?
From your client's document to the smart PDF, in 6 steps
Upload
Your client uploads their issued and received invoices to the portal, from the browser or the phone.
Synchronization
Documents are downloaded automatically into Ubyquo, ready to process.
Processing
The firm processes them in the Invoices module and posts them to its ERP.
Accounting data
Ubyquo retrieves the invoice data and its journal entry data, cost centers included.
Smart PDF
That data goes back to the portal and the PDF becomes a smart document.
Search
Your client searches, views and exports their documents whenever they want.
Everything you can automate
A document portal designed for the relationship between the accounting firm and its clients
1. Document gateway
- ✓Your client uploads documents instead of emailing them.
- ✓Automatic synchronization with Ubyquo.
- ✓Issued and received invoices, ready to process.
2. Smart PDF
- ✓Invoice data extracted by the Invoices module.
- ✓Journal entry data, cost centers included.
- ✓Updated automatically when the firm posts.
3. Document manager
- ✓Advanced searches by any document data.
- ✓Export of the data to Excel.
- ✓Download of the original files.
4. Organized by department
- ✓Accounting, with data from the Invoices module.
- ✓Payroll and tax, with data from the Dispatcher module.
- ✓Every document in its place.
5. Under the firm's control
- ✓The firm grants access to each client.
- ✓It can cut off their access at any time.
- ✓Designed specifically for accounting firms.
6. 100% cloud
- ✓Access from any web browser.
- ✓Also from your phone.
- ✓Nothing to install.
Want to see it working in your company?
We will give you a demo with your own documents and prepare a proposal tailored to your volume.
Request a demo