ExpertAccounts - The autopilot for your business

Times have changed.
Now you can use advanced technologies accessible until recently only to the largest.

Customer price and credit rules 
  • complex price rules and supply contracts
  • automation of advance payment policies, credit limits, payment terms, sales reps
  • automatic notifications for past due bills, exception authorization system
  • customer self-service - web portal where customers can see orders, invoices and payments
Logistics and inventory planning
  • projection of forecasted stocks, purchase orders based on sales forecasts and customer orders
  • automatically generated purchase orders for optimal stock, or dedicated (back-to-back) with stock reservation for customer order
  • automation of processes in the warehouse with Warehouse Management System (WMS) - from taking the order to delivery: receipt of goods, shelf placement, stock-take and delivery from the warehouse. 
  • automation of shops re-stock based on sales forecast and optimal stock, transfer control between stores by electronic receipt and differences tracking, minimum stock levels on stores
  • import bank account statements in accounting, from files exported by any bank worldwide- intelligent system to learn CSV / XLS / PDF file formats and the nature of transactions.
  • automatic generation of accounting records through Supervised Machine Learning: as it is used, the system learns to recognize new types of files and transactions, to determine the ledger accounts and to automatically generate the accounting notes
API integration with e-commerce platforms 
  • data is transmitted automatically - orders appear in ERP, stock and prices are updated online
  • orders are delivered from ExpertAccounts by barcode scanning (pick & pack) and the invoice and AWB are automatically generated
  • available for wooCommerce, Magento, Shopify, Prestashop, eMag, Autovit etc

e-Invoice Automation       
  • generate the e-Invoice XML in Peppol UBL format
  • complete information (order number, delivery note number etc) and all item codes (supplier code, customer code, EAN code, classification code)
  • upload sales invoices and download purchase invoices automatically via API
  • the RPA system ensures the automatic recording of e-purchase invoices received, and automatically generates GRN with data extracted from XML
  • sell the goods from the supplier's stock, through your online store 
  • the customer invoice is issued automatically, the invoice from the supplier is recorded automatically, only by checking the delivered orders and entering the purchase price
  • all accounting records are made automatically and you have records of the addition made and other sales analysis

API and Exchange Data Interfaces (EDI) integration
  • ExpertAccounts ERP connects via API to B2B platforms, to import and export of XML files, fully automated, for taking orders and sending invoices
  • import orders from CSV files and through the API
  • Automatic sending orders to suppliers via API
  • Import of bank account transactions into accounting, from any bank
  • import receipts of cash on delivery or card, from CSV files

With ERP ExpertAccounts you automate everything:

From the order received ...
  • Orders are received from sales reps (via mobile app) and from customers via API / EDI
  • Orders come automatically from the online store or Marketplaces 
  • Automatic invoicing of orders with a single click or at the end of the picking scan
... to control stocks and supply orders ...
  • Automatic purchase orders, based on minimum stock and customer orders
  • Reduce costs - maintain a lower level of inventory
More details...

... when confirming the order in CRM ...
  • Telephone confirmation and modification of orders directly in the program (CRM add-on)
  • Communication history: who and when spoke to customers, what they discussed
More details about CRM ...

... until delivery  with WMS  by barcode scanning ...
  • Warehouse management with mobile devices and barcodes: scan at check-in, put-away on shelf, delivery (picking), truck loading verification
  • Deliver faster - the system shows the exact location in the warehouse of the products, package verification and AWB generation
More details about WMS ...

... and invoice with  its collection will be cash or card.
  • All accounting is done automatically, in real time
  • Your accountant generates tax returns online from ExpertAccounts

Some of our customers...