demeris
The daily grind: too much manual work
Documents arrive in bulk and through every channel: paper, PDF by email, photos taken on a phone. They need to be sorted, entered, filed, and clients chased for missing documents. Multiplied across dozens of mandates, the total adds up fast.
Time saved on data entry is time given back to advisory work.
A typical workflow, from scan to entry
Document capture reorganises this process: documents are collected, then automatically captured and read (supplier, date, amounts, VAT), checked, and finally exported to the accounting software.
In practice, the document and its accounting entry travel together all the way to the accounting software, without double entry.
Involving the client
A large part of the time lost comes from back-and-forth exchanges. An online upload, or even mobile capture on the client’s side, makes it possible to receive documents continuously, better named and more complete — meaning fewer follow-ups.
Filing and compliance in one step
Along the way, each document is filed and archived for the long term. Finding an invoice from three years ago becomes a matter of seconds, and the ten-year retention obligations are handled by the system rather than by binders.
Reallocating time to advisory work
The point is not to enter data faster in order to enter more of it: it is to free up hours for what creates value — advisory work, analysis, client relationships. That is where the difference between one fiduciary firm and another is made.
Want to estimate the time savings for your own mandates? Request a demonstration using your own real documents.
