Commerbook accounting office provides online financial and accounting services to a wide range of businesses. The company serves large enterprises with an established accounting structure as well as one-person businesses. Regardless of size, the online accounting firm needed an electronic accounting workflow system. Our software enhances the work of both Commerbook's accountants and the clients who use their services. Accounting document management system has become one of the core components of accounting software.

Online accounting and fast exchange of documents between companies

For the convenience of Commerbook and all its clients, our software allows the exchange of financial and accounting documents. When companies work together and use Certusoft software, the documents exchanged between them are immediately visible. An invoice issued by the employees of one company will be visible in the account of the other company. The circulation of financial documents is completely electronic. There is no need to use email and manually attach documents.

• Electronic exchange of financial documents between companies.
• Invoices issued by one client are immediately visible in the system of the other client.

Recording of cost documents regardless of their origin

Recording and accounting of cost documents is one of the basic needs of business management. The software prepared for Commerbook makes it possible to add both domestic and foreign (EU, non-EU) invoices in a single place. The system itself calculates all the items based on the type of document, the date of the document and the correct exchange rate taken automatically thanks to the NBP Web API integration (integration with National Band of Poland for exchange rates).

• Handling domestic invoices.
• Handling of foreign invoices.
• Automatic conversion of amounts at the correct exchange rate.
• Electronic circulation of invoices.

The Commerbook team can create accounting account structures for its own needs and those of its clients. On this basis, the cost documents entered with a single click are posted according to the correct scheme and distributed to the correct items according to the company's configuration. Each scheme is created based on a chart of accounts following the company's accounting principles and business model.

• Entry of expense invoices from anywhere, at any time.
• Add invoices of any type, including foreign currency invoices.
• Create accounting schedules according to accounting principles and company needs.
• Import customer invoices delivered in XML and CSV formats.

Advantages of online accounting office workflow system

• Control. The system makes it possible to store all the versions of documents. Employees can inspect the change or retrieve the archived document.
• Fast document exchange. Company documents are securely stored in the cloud so they are always available. Electronic invoicing workflow ensures accounting is done.
• Security. Only authorized users are allowed to access it. The security system uses bank-grade solutions.
• Integration. Accountancy workflow includes document sharing between various system components and document sharing with accountancy customers.