EXACT. Online business software for accountants.

Transcription

1 EXACT Online business software for accountants.

2

3 WHAT IS EXACT? Exact is the online business software for business owners and accountants. The combination of accounting and CRM offers the perfect tooling for any healthy business. Additionally, we provide integrated packages for SMEs in manufacturing, wholesale distribution and professional services. The benefits of Exact - Raise efficiency Automate everything in one flexible online subscription. - Get more out of online collaboration Work together for the best results. - Improve results Make better decisions thanks to 24/7 online insight in all business data.

4 EXACT FOR ACCOUNTANCY Designed for your practice COACH YOUR CLIENTS TOWARDS A BETTER BUSINESS Add value by offering solid advice Get a complete overview of your clients finances Work easily online with your clients Enter data quickly and efficiently Why choose Exact for Accountancy? Avoid clients moving to a practice that can provide the service as well as the advice they are actually waiting for. Our online accountancy software helps accountants to deliver the best service possible and evolve into strategic advisors at the same time. With Exact everything is tied together, everything is automated, everything is under control. We ve found Exact to be particularly accountant-friendly and functionally rich. The realtime information enables us to be proactive and stay 100% focused on the needs of our clients. Claire Priestley Director Clarand Accountants

5 KEY FEATURES Future-proof your practice Become a strategic partner Make a difference. Exact for Accountancy provides the tools you need to deliver the top quality service that your clients are waiting for, such as continuous monitoring. Respond to irregularities and evolve into a more proactive role. Industry comparisons help to discover trends in a sector so you can help your clients transfer to one of our industry packages to give them a better overall picture of their businesses. Go for insight and control A key features of the package is the insight it creates into the accounts of all your clients. As all information is up-to-date and stored in one place online, it is accessible from anywhere and at any time, in realtime. You re only a few mouse clicks away from zooming in on your clients accounts, thanks to the customisable dashboards that provide an excellent overview, detailed insights and optimal control. It s good to be on top of things. Discover the convenience of working together online Working together with clients and colleagues is what Exact for Accountancy is all about. Decide with your client who will take care of particular administrative tasks. And always work with consistent information, with no uncertainties about which version is current. Clients will benefit as they will be able to get an upto-date picture of their finances, anywhere, at any time. That s customer service for you! Provide quick and efficient data entry Save time so you can focus on giving advice. With Exact for Accountancy, nearly all data input can be automated. Try our accurate scan service or our automatic exchange service working with banks and government agencies. Increase your clients loyalty by helping them kick-start their businesses with formula templates. Introduce them to our industry packages and have all processes neatly linked, saving you time in ironing out the kinks.

6 EXACT STARTER Designed for your practice FLOURISH IN A GROWTH MARKET Identify new opportunities Serve sole traders cost-effectively Save time to focus on giving advice Why choose Exact Starter? On the lookout for new services and new markets? As traditional revenue models give way to new ways of working, there are plenty of opportunities to expand your client base. Take the increasing number of sole traders. It s a fast growing market. And Exact Starter has been specifically designed to help you to make the most of it. Add value easily Using Exact Starter is easy and simple. The accountant handles the bookkeeping and the subscription, leaving the business owner to focus on bills, uploading receipts and managing their business relationships., with realtime insight into the finances so that he knows exactly where he stands. The accountant is then able to clearly add value by providing tailored advice.

7 EXACT FOR PROFESSIONAL SERVICES Designed for your clients PROJECT MANAGEMENT, TIME TRACKING, INVOICING, ACCOUNTING & CRM IN ONE Pitch, plan, manage and invoice projects using one integrated package Gain full insight into costs, turnover and capacity Enter hours and costs easily online, from anywhere Invoice quickly, correctly and on time Why choose Exact for Professional Services? If you work with clients in the service industry, then introduce them to Exact for Professional Services. This powerful business software helps them to deliver profitable projects and improve their processes. At the same time you can improve your service. Your client can run their entire business in the cloud, making it much easier to keep an eye on things and get the bigger picture at the same time. EXACT FOR TIME & BILLING Streamlining time entry and invoicing so no billable time is lost - and invoices are sent out promptly. Every service provider wants that. Now they can - using Exact for Time & Billing. It combines time tracking, invoicing, accounting and CRM in one online package. Making sure your clients keep their timesheet management in order, maximise their billability and maintain a healthy cash flow. EXACT FOR PROJECT MANAGEMENT Deliver profitable projects at lightning speed. Great idea. But how do you put this into action? With a tight planning and flawless execution. Exact for Project Management streamlines your client s project organisation by integrating advanced project management with timesheet management, invoicing, accounting and CRM. This helps your clients maximise every project and keep their customers happy.

8 EXACT FOR WHOLESALE DISTRIBUTION Designed for your clients ORDER & INVENTORY MANAGEMENT, ACCOUNTING & CRM IN ONE Work pro-actively with optimised processes Improve service and customer satisfaction Share information easily and conveniently with customers and suppliers Gain full control over inventory, outstanding items and financial obligations Why choose Exact for Wholesale Distribution? If you have clients in the wholesale industry, then introduce them to Exact for Wholesale Distribution. This robust business software allows wholesalers to get complete control over their logistics and finances to strengthen their position in the supply chain. You have online visibility of all your client s finances, so you have the bigger picture of their business. Meaning it s much easier to offer valuable services such as business advice.

9 EXACT FOR MANUFACTURING Designed for your clients MANUFACTURING, LOGISTICS, ACCOUNTING & CRM IN ONE Calculate quotes incredibly fast Steer the manufacturing company using work orders Make better decisions thanks to insight into your margins Work lean by automating paperwork Why choose Exact for Manufacturing? If you work with clients in the manufacturing industry you should introduce them to Exact for Manufacturing. It s fully integrated business software which empowers manufacturing companies to operate more competitively and get complete control over their production processes. At the same time you can improve your service. Your client can run their entire business in the cloud, making it much easier to keep an eye on things and get the bigger picture at the same time.

10 THE EXACT ACCOUNTANCY PROGRAMME STAND OUT AS AN EXACT ACCOUNTANT What sets you apart from the competition? Better service? Personalised advice? Working more closely with clients? Well, that s where the Accountancy programme comes in. It helps you to offer all that - and much more. A must for a ccountants who want to make the most of Exact. And you can get started right away. EXACT FOR ACCOUNTANCY CENTRE Make it easy for prospects and customers to find you by joining the Exact for Accountancy Centre. It s quick and easy to create your profile complete with company logo, description and list of specialised services. You ll then become instantly visible to all those business owners who use Exact. So take out an Accountancy subscription and start enjoying the benefits right away! So what else does the programme include? Well, an introductory e-learning session gets you to grips with the basics - anywhere and anytime it suits you. Then take advantage of both online and classroom training sessions to develop your knowledge and gain specialised certifications. In turn you can display these on your Accountancy Centre profile to demonstrate your expertise. What better way to advertise your practice? Finally, we share our specialist knowledge, and let you join our roadshow. Think webinars, events at your office, or even a live demo at a client s office by our experts.

11 Why join the Accountancy programme? Become an Exact expert Discover how you can collaborate even more effectively with your clients. Gain specialised certification Demonstrate your knowledge. Advertise your practice in the Accountancy Centre Enable customers and prospect to quickly find you within Exact. Join today at

12 13 EXACT 100% CLOUD, 0% HASSLE Working in the cloud is convenient and secure. There s no need to install or update anything. Just start off right away at a fixed low monthly fee. Throw flexible subscriptions and vast savings on your IT costs in the mix and you re probably wondering why you re not working in the cloud yet. 24/7 worldwide access to your data You re at the bank, sitting with your accountant or in discussion with your solicitor. You need to show your financial results.. Maybe you re visiting a customer, trying to secure that major contract or chasing an outstanding invoice. No problem. All you need is a laptop, tablet or smartphone within reach. Work securely and reliably Is my business data secure in the cloud? Absolutely! It s probably even more secure than in your office. All your data is stored in UK-based data centres. The providers take care of the management, updates and maintenance. Saving you from having to invest in this knowledge yourself. Flexible monthly subscriptions It s free to get started in the cloud. As you grow you only pay for what you use. No surprises, just a fixed monthly fee. Fixed, yet flexible, because the subscription grows as you do. You can easily add more companies, more users or more apps. That s how flexible working in the cloud really is. Collaborate online Always stay on the same page with your colleagues, partners and clients. The cloud is the perfect place to collaborate and store your data. Documents, contacts - literally everything is stored in one place, making it easy to find to boot. So you can finally get rid of those big bulky filing cabinets. Saving you both time and money. Now and in the future. Get going quickly Getting started with cloud software is as straightforward as can be. Simply log in and you re online! Need help? We offer free training and UK-based support. Or have a look at our extensive online resources which will help you 24 hours per day, 7 days per week. And during business hours, we ll respond to your questions via , chat or telephone.

13 EXACT 14 SECURITY More than 184,000 SMEs worldwide are using our online business software with confidence. They benefit from 99.99% availability and from our strict security measures. Exact meets the most stringent international security standards and is therefore one of the most secure online business software package available. Top-level security We work together with Rackspace, a certified hosting provider, whose data centres are regarded as among the most secure data centres available anywhere in the world. Working with Exact means that you re using a secure connection, encrypted to industry standards and regularly tested by independent experts. We are proud to be ISAE 3402 certified. Reliability is a prime consideration Our online business software runs on a state-ofthe-art infrastructure that guarantees 99.99% availability monitored 24/7. We leave nothing to chance when it comes to data storage. All your data is encrypted and stored in Rackspace s highly secure data centres. Daily emergency backups1 of all data are transferred to a secure bunker once a week. A comforting idea. International security standards For benefits against inconvenience Thanks to the numerous active security measures we and our partners take, all your business data is protected against fire, theft and failing hardware. Saving you from having to make large IT investments. Exact business owners benefit from maximum security at minimum cost. Without having to compromise on convenience.

14 15 EXACT SHOP, LINK AND BENEFIT THE EXACT APP CENTRE Your business software is the beating heart of your company. So wouldn t it be great if you could connect all your favourite software and services to it? With Exact you can, using apps: add-ons linking everything together. Specialist apps from other vendors, all certified by Exact, are brought together in the App Centre. Now that s joined-up thinking! 3 reasons to explore the Exact App Centre 1 Link Exact to your favourite software and services Automate processes and save on paperwork. 2 All certified apps in one place Search easily by category or industry. 3 Easy, transparent shopping Link or disconnect apps quickly and easily with no hidden costs.

15

16 Exact Group B.V., All rights reserved. All brand and trade names belong to the respective owners. MCL641065UK006