online accounting Portugal
100% online accounting
Real-time online accounting
24 hours a day without commuting
treasury control and debt collection
Our complete online accounting service.
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Includes online accounting with digital platforms, cloud and online communication.
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Also, digital accounting with artificial intelligence and digital archiving to improve the availability of information in real time.
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Monthly plans include real-time accounting and financial management service
Online accounting
Definition of online accounting
Online accounting is a model of accounting services performed entirely online , eliminating the need for face-to-face interactions. The focus is on accessibility and convenience, allowing clients and accountants to exchange information and documents through digital platforms, such as web portals or apps .
Features of online accounting
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Basic automation : Uses platforms for inserting documents and information, with automatic data validation and report generation to comply with tax obligations.
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Focus on legal obligations : Prioritizes the delivery of essential accounting services, such as calculating taxes, issuing guides, filing returns, and fulfilling ancillary obligations, at a cost that is generally lower than traditional accounting.
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Practical example : The client sends scanned documents (such as invoices) through a platform, and the system automatically generates accounting and tax reports. Interaction with the accountant may be minimal, often limited to support via chat, email, or video call.
Our working process:
BY YOUR SIDE
1. Upload purchase invoices and receipts
Anytime in your app, email, web portal
2. Issue sales invoices
In your billing app
3. Make payments for taxes, salaries and suppliers
You will receive SEPA notices/files and tax payment slips. These must be paid on time.
4. Report changes in the Human Resources area
e.g. dismissals, termination of contracts, vacations, employee layoffs, etc.
5. Consult digital archive and commercial management
You have access to expense categorization, personnel reports, and accounting reports. At the end of each month, you can see whether the business made a profit or a loss.
6. Ask our team for support
whenever you need it, chat, email, whatsapp, phone.
ON OUR SIDE
1. classification of documents
Automatic data extraction by E-invoice and validation of document classification.
2. Calculate taxes, payroll
3. Send the payment obligations to the client
Collection guides, notices or SEPA bank files for salaries, suppliers and the State
4. prepare monthly financial reports
Business indicators KPIs, Sales margins, Evolution of the cost structure according to the agreed plan.
5. Prepare and submit tax obligations
to the competent authorities
6. Debt collection and treasury maps
preventive and reactive way.
Monthly cash and customer balance aging maps
7. Support in Negotiating with the Bank.
Preparation of financing applications, Dossier management.
8. Clarification of doubts or meetings
We can answer questions via chat, email, WhatsApp, and phone. We also provide tax planning support to help you pay less.
Administrative tools and services included:
Complete online accounting service with tools to help you manage your business.
Free Billing Software
billing software, duly certified by the tax authority:
- Online access
- no invoice limit
- billing of agreements
- no user limit
- with invoices sent by email to customers
- fully integrated with accounting, thus saving the entrepreneur time
Digital archive
All your accounting documents, organized with online access.
- sales documents
- purchasing documents
- employee salaries
- various reports
100% online cash control with banking integration
Outsourcing treasury control with bank reconciliation.
- receiving customers
- payment to suppliers
- payment of salaries
- Expenses and other costs
- Treasury and cash flow maps
Debt Collection
Debt Collection Outsourcing
- Treasury maps
- Customer balance aging
- Preventive and reactive debt collection.
Commercial management
Keep track of everything you need for your company’s day-to-day operations:
- sales
- costs
- profits or losses
Each month, you will know whether your business is making a profit or a loss.
You will have access to monthly management indicators to help you manage your business.
Free yourself from financial routines
Cash flow management
We will monitor the financial situation according to projections of movements of money spent or received in a given period.
Financial reconciliation
All paid and received bills that were moved in the current account are checked individually to ensure the integrity of the financial information.
Accounts payable and receivable management
No more forgetting to pay your bills or invoice a client. We’ll do it for you every day.
Financial reporting
Get strategic reports to analyze your company’s financial performance in real time.
Reduce document submission to Accounting
We’ll save you time sending financial transactions to accounting, such as statements, payment receipts, invoices, and taxes.
Payment schedules
For security reasons, we’ll schedule your payments directly through your bank, with limited access to queries and appointments. You’ll only need to authorize the payment with your master username.