We shared digitalization tips with accounting firms
“I was happy to be on the web stage with Joonas (Costpocket) and Terje (Directo), sharing the experience of my accounting firm and inspiring more than 150 accountants on the journey of digitalization of companies.
A very cool experience for me too. I am grateful! 🙏”Kaire Tammer
“Behind the scenes”. Even a small business can be an example for big ones.
Those who were unable to attend the training can read some of the tips and advice I gave in this post and a longer story on Delfi’s accounting portal or watch the recording of the training.
Accounting firm Finants ja Marketing is a successful Estonian company that has taken the issue of digitalization seriously in its field. The owner of the firm, Kaire Tammer, has always believed that modern technologies and software help make work more efficient and help the firm grow together with its clients. Digitalization is becoming inevitable today, because clients no longer want to pay for expensive craftsmanship. For this purpose, modern solutions such as Directo business software and Costpocket expense management software are also used in modern offices.
The accounting office emphasizes from its own experience that digital solutions increase the efficiency of the office and allow work to be done faster and with higher quality. Therefore, the office always aims to use modern technologies to offer its clients high-quality services in the most efficient way and why not take Fridays off work as a result.
“Today, we have digitized everything we know from the client’s perspective. All of our clients’ expense reports are transferred to Directo via CostPocket, and several clients also use the dispatch report and travel log submission options in CostPocket. We have given some clients limited access to Directo to enter sales invoices, which ultimately saves everyone time. In addition, we have ordered client-specific reports from Directo for recurring reports to reduce manual work.”
Kaire Tammer
The office has also automated its clients’ debt management, which has significantly improved the payment habits of their end customers. With a few clicks, reminders can be sent out from Directo to all debtors, and in different languages if necessary. Today, Directo has a gateway option with four different banks, which allows for automatic traffic of transaction information between the online bank and the accounting software. Finance and Marketing accountants create a payment forecast report or a payment document from a purchase invoice in Directo with just a few clicks and send the payment order to the bank with the click of a button. There is still room for additional automation here too – for example, you can set rules for financial transactions and allow Directo to confirm correct receipts itself.
Digitalization has made the work of the accounting office Finance and Marketing significantly more efficient. The Directo and Costpocket software has reduced the time spent on data entry, made customer service faster and better, and basically eliminated paper costs. Customers can perform the necessary operations in their accounting using smart devices.
