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What are the 5 selection criteria for a digital accounting management for your company? Criteria 1

December 7, 2021

Finding a digital accounting firm is a complex task today. To help you, we propose a series of 5 articles covering the 5 essential selection criteria.

There are many accounting firms that call themselves digital. But how to differentiate them? How to make the right choice for your company?

Here is the 1st criterion to make your choice:

Criterion 1: The apps and their integration

One of the most important criteria that should guide your choice is the use of applications and business software by the firm. Indeed, some applications are "essential" to any accounting firm that wants to be digital.

Must-have apps

Start by checking if your accountant already uses an accounting software for a digital management of your accounting. This is a bit of a beaba for any digital firm.

As a pioneer in digital accounting, we at Blendy we recommend 2 applications that we believe are key to automating your company's financial processes perfectly: QuickBooks & Dext

  • QuickBooks is a SaaS accounting software initially designed for small and medium-sized businesses . However, in the hands of an experienced digital accountant, QuickBooks can actually manage the accounting of any company structure, from the smallest to the largest. And its numerous functionalities also allow to manage all types of accounting (classic, analytical...)

  • Dext is an application (coupled with a web version) that allows you to read all your invoices and expense reports to automatically integrate them into your accounting system, and in particular into QuickBooks. All you have to do is scan them from the application, transfer them to your accounting software using APIs (which the firm will help you set up), or transfer them directly via your Dext email address. This allows you to enter between 25% and 90% of your invoices instantly into your accounting system without any intervention on your part.

At Blendy, we have been using all versions of QuickBooks Online for over 20 years and know all the features inside and out.

We also help you set up and integrate with your own tools and with applications such as Dext to efficiently automate your financial processes and support your growth.

Business apps

For the other applications, it is obviously necessary that they are in phase with the needs of your organization.

There are hundreds of apps that meet the needs of many companies.

Here again, your accountant must be able to guide you and/or suggest the most relevant applications for your business. Ideally, he will have already tested or deployed the application and will be able to show you how it works and how it represents an advantage for the optimization of your financial processes and the achievement of your objectives.

That's it! You now know the 1st criteria to find your digital accounting firm. Then, discover now the continuation of our articles dedicated to the 5 criteria of selection of a digital accountant 🚀🚀🚀🚀

Criterion 2 🚀

Criterion 3 🚀

Criterion 4 🚀

Criterion 5 🚀

Want to know more about our services, our support and our favorite apps? Ask us all your questions!

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Blendy by Cogesten, digital accountant 3.0 of tomorrow, today.

Certified Partner QuickbooksCertified Partner DextCertified Partner PennylaneCertified Partner Stripe.

Pioneers of digital accounting in France, we support over 200 digital companies in their digital accounting transition.

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