Industry-specific functions and integrated processes
AbaPlato is an advanced software solution designed specifically for the requirements of fiduciary companies. From the centralised management of all activities, including deadlines and tasks, which are essential for professional client support, to the entry of services with invoicing. With industry-specific functions and integrated processes, AbaPlato provides a solid basis for effective client management.
AbaPlato provides a centralised overview and control of all relevant processes and deadlines, which ensures timely processing and adherence to deadlines. With AbaPlato, fiduciary companies can optimise their business processes and reduce administrative activities to the essentials.
Simple and efficient use
An exceptional feature of AbaPlato is the ability to trigger activities individually according to the client. Specific activities and processes can be customised and initiated according to the needs of each individual client. This personalisation leads to greater customer satisfaction and optimises the use of resources, as each action is assigned directly to the respective client.
Whether on-site or from the cloud, AbaPlato offers a flexible and intuitive user interface that is both simple and efficient to use. The software helps fiduciary companies to manage their client base effectively, record and invoice services accurately and maximise the added value of their services.
AbaPlato creates added value
Workflows and processes can be customised and administrative tasks reduced to a minimum:
Process-oriented
- Client assignment
- Monitor process status
- Tasks, deadline and deadline management
- Define workflows and checklists
Client management
- Digital customer dossier
- Electronic document exchange
- Activity management with Outlook connection
- Mobile service & expense recording
Invoicing
- Simple & flexible invoicing
- Flat-rate expenses
- Digital invoice dispatch (eBill)
- Seamless posting to the financials
Client controlling
- Smooth exchange of information
- Digital signatures with DeepSign
- Comprehensive data analysis
- Share data interactively with DeepV
Would you like to find out more about AbaPlato?
Arrange an appointment with our specialists today.
Pascal Schmucki
Business Development Manager
[email protected]
You may also be interested in
AbaFiduciary
The software for Fiduciaries
Project Management
The integrated project management software
Deep Ecosystem
Effective collaboration on a secure and highly automated digital platform..