Accounting services using SaldeoSMART

Modern accounting based on SaldeoSMART and electronic document workflow

Efficient accounting involves not only the correct posting of documents, but also the fast and organized flow of information between the client, the accounting department, and management. That is why at Aider Polska we use SaldeoSMART—one of the most popular solutions in Poland for electronic document workflow and accounting process automation.

Our accounting firm has been serving clients using SaldeoSMART for years, so we have a thorough understanding of both the system’s capabilities and best practices for organizing the digital flow of accounting documents.

Accounting Services on SaldeoSMART – How Do We Work?

Our accounting firm serves many clients who use SaldeoSMART as their primary tool for submitting accounting documents, approving expenses, and communicating with the finance department.

This allows clients to:

submit documents electronically without having to deliver paper binders,
monitor the status of documents and accounting processes,
use automatic invoice data extraction,
streamline the process of approving costs and expenses,
have constant access to documents from anywhere.

Our accounting services on SaldeoSMART allow you to significantly reduce the time spent on administration, streamline the electronic flow of accounting documents, and increase the transparency of financial processes.

Implementing SaldeoSMART in Your Company

If your organization does not yet use an electronic document workflow system, we can help you implement SaldeoSMART and customize the tool to suit your specific business needs.

As part of the implementation, we can:

analyze your current document workflow,
design the target approval and accounting process,
configure SaldeoSMART,
set up the user structure and permissions,
implement approval workflows,
train employees,
integrate the solution with the systems used in the company.

Our goal is not merely to launch the tool, but above all to create a process that will genuinely streamline the organization’s operations.

indoor shot of a woman wearing glasses checking her bank account, receiving bills, and holding a credit card

Our accounting firm can work within the client’s existing SaldeoSMART system

Many clients want to use their own SaldeoSMART environment and retain full control over documents and processes. Therefore, our accounting firm offers a collaboration model in which we implement SaldeoSMART within the client’s organization and then provide accounting services directly on their system.

Outsourcing guarantees:

full ownership of data by the client,
immediate access to documents,
transparency of processes,
easy collaboration between company departments,
the ability to further develop the system as the organization grows.

The client uses their own SaldeoSMART environment while receiving support from Aider Polska’s experienced accounting team.

SaldeoSMART and integration with ERP systems

One of the biggest advantages of SaldeoSMART is its ability to integrate with the financial, accounting, and ERP systems used within a company.

In practice, this means that the electronic document workflow can integrate with various solutions, such as ERP systems, accounting software, inventory management systems, and business management tools.

As a result, the organization does not need to overhaul its entire IT environment to take advantage of a modern document workflow. SaldeoSMART can serve as a central hub for collecting, approving, and processing documents regardless of the accounting system in use.

Why is SaldeoSMART effective for accounting?

SaldeoSMART is a solution designed to automate document-related processes and collaboration between a company and its accounting department.

The key benefits include:

electronic document workflow,
automatic invoice data extraction (OCR),
central document archive,
approval workflows for expenses and purchases,
reduction of manual work,
faster information flow,
online access to documents,
increased control over financial processes,
reduction in errors resulting from manual data entry.

By automating many repetitive tasks, companies can reduce administrative costs and speed up the work of their finance departments.

Aider Polska – Accounting and SaldeoSMART Implementations

Our accounting firm combines accounting and process expertise. This allows us to:

provide accounting services using our SaldeoSMART environment,
implement SaldeoSMART in your organization,
manage your accounting directly within the system implemented at your company.

Regardless of the cooperation model you choose, we help build modern, digital accounting processes that reduce administrative workload and ensure full control over documents.

Are you looking for an accounting firm that can help you implement SaldeoSMART or manage your accounting using electronic document workflow? Contact Aider Polska and see how we can streamline financial processes in your company.

FAQ

- Yes. We can provide accounting outsourcing services directly within the SaldeoSMART system implemented at the client’s site, allowing the company to retain full control over its documents and information flow.
- Yes. SaldeoSMART supports electronic document workflow, automatic invoice data extraction (OCR), expense approval, and communication between the company and the accounting department.
- These are most often expense invoices, purchase documents, contracts, HR documents, and other documents that require approval and archiving.
- Yes. SaldeoSMART can integrate with many ERP systems, financial and accounting software, and other tools used within your organization.
- The process includes analyzing document workflows, configuring the system, setting up user permissions, implementing approval workflows, and training employees.