Autodespro, cierre contable automático y sin errores.

About this video

• Video Title: Autodespro, cierre contable automático y sin errores.
• Channel: Advantys
• Speakers: Vanessa
• Duration: 45:16

Overview

This video demonstrates Autodespro, a software designed to automate and error-proof accounting closing processes. Vanessa showcases how Autodespro integrates with Sage accounting software to import various financial data, reconcile bank accounts, perform checks, and generate financial reports. The tool aims to save time and reduce errors in accounting tasks for both accounting firms and their clients.

Key takeaways

• Automated Data Import: Autodespro can import various financial data like invoices, bank statements, and journals from external sources (e.g., Holded, Excel) into Sage accounting software.
• Data Integrity and Control: The software prioritizes existing Sage data, preventing overwrites and flagging discrepancies. It allows for manual adjustments and provides a verification system to catch errors before export.
• Bank Reconciliation: Autodespro automates bank reconciliation by matching transactions based on importe and name, learning rules for future imports.
• Checklist for Accounting Review: A comprehensive checklist module helps identify and resolve accounting issues, including those related to fiscal reporting, annual accounts, and specific tax forms (e.g., Modelo 303, 347).
• Financial Reporting: The software generates customizable financial reports, including key performance indicators (KPIs) and sector comparisons, which can be shared with clients.
• Dashboard and Workflow Management: A "Gestión del Despacho" (Office Management) module provides dashboards for tracking tax statuses, accounting progress, and advisor performance, integrating with Sage for real-time data.
• Automation and Integration: Features like "Tareas Programadas" (Scheduled Tasks) automate repetitive processes like daily checks, report generation, and sending reminders, integrating with other APIs like Holded.