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Wat is scan en herken?
Scan en herken leest de gegevens van een factuur of bon automatisch uit en zet ze om in een boekingsvoorstel. Voor accountants betekent dit dat je hele klantadministraties verwerkt zonder over te typen: leverancier, bedragen en btw worden tot op regelniveau herkend. Daardoor koppel je herkenning naadloos aan je factuurverwerking en boekhoudpakket. Bekijk ook de koppelingen met boekhoudpakketten in ons helpcenter.
Scan en herken voor accountants: voorkom repeterend werk
Zo automatiseer je terugkerende taken en bespaar je per klantadministratie waardevolle tijd. Daardoor houd je meer ruimte over voor advieswerk.
- Automatische factuurherkenning tot op regelniveau
- Ontvang direct journaalposten
- Geavanceerde regelherkenning
Integreer TriFact365 met je klantadministraties
Bovendien koppel je TriFact365 eenvoudig aan de koppelingen met je boekhoudpakket. Zo werk je met meerdere klantadministraties naast elkaar en schaalt scan en herken voor accountants mee met elke klant.
- Synchroniseer eenvoudig met elk boekhoudpakket
- Al je klantadministraties op orde
- Sneller, slimmer en foutloos boekhouden
Scan en herken voor accountants die steeds nauwkeuriger boekt
Vervolgens leert de software van TriFact365 automatisch en verbetert hij doorlopend. Hierdoor worden de boekingsvoorstellen voor elke klantadministratie steeds nauwkeuriger.
- Onze AI-software leert van jouw manier van werken
- Op basis van feedback rollen we wekelijks nieuwe releases uit
- Klaar om klantadministraties te automatiseren?
Veelgestelde vragen
Omdat je met scan en herken voor accountants tienduizenden facturen automatisch verwerkt over meerdere klantadministraties. Bovendien zijn we officieel partner van Exact, AFAS, Visma en Twinfield. Zo bespaar je per klant aanzienlijk veel tijd.
Ja, daar maken accountants- en administratiekantoren juist veel gebruik van. Zo uniformeer je al je scan en herken-processen in één omgeving.
Op de complete top 10 aan boekhoud- en ERP-pakketten in Nederland. Daarnaast ontvang je e-facturen via Peppol. Hierdoor sluit het aan op vrijwel elke klantadministratie.
Ja. Bonnetjes verwerk je net als inkoopfacturen via Inkoop. Bovendien importeer je verkoopfacturen eenvoudig in het boekhoudpakket van je klant.
Ja. Alle data wordt versleuteld en AVG-proof verwerkt in een beveiligde cloudomgeving. Daarnaast bewaar je alles in een digitaal, doorzoekbaar archief.
Bekijk meer oplossingen
Klantportaal
Geef je klant toegang en automatiseer de aanlevering van boekingsstukken.
Autorisatieflows
Geef klanten autorisatieflows voor facturen. Met automatische blokkade voor betaling.
Digitaal dossier
Bewaar klantgegevens veilig op één onafhankelijke plek.