moduulo

moduulo is a software solution specifically designed for European accounting firms. According to the vendor, it offers a range of tools and features to streamline accounting processes, enhance client management, and provide valuable business insights. The product caters to accounting firms of all sizes, serving professionals and industries such as accountants, bookkeepers, financial consultants, small and medium-sized enterprises (SMEs), and startups.

Key Features

Preparator Accountant: According to the vendor, this feature provides accountants with a Dashboard for controlling and managing their clients. It automates relevant bookkeeping tasks in clientCockpit and streamlines the account reconciliation process, eliminating the need for manual steps in financial statements and reporting.

Workflow & Deadlines: The vendor states that this feature includes a workflow and deadline manager for accountants. It enables alerts to be sent to clients regarding missing documents or required actions, with options for email notifications and desktop alerts.

Customer Onboarding: The vendor claims that this feature simplifies the process of onboarding new clients. Accountants can create and manage client profiles, set up CRM data for invoicing, and assist clients in migrating from other accounting tools by importing trial balances, customer information, and supplier details.

Time-tracking and Invoicing: According to the vendor, this feature offers voice-based time-tracking and invoicing capabilities for accountants. It allows accountants to create invoices based on projects, tasks, subscriptions, or billable hours.

Business Intelligence: The vendor states that this feature provides access to practice and client data, allowing for a comprehensive overview of profitability. It helps identify potential bottlenecks in processes or workflows, empowering accountants to offer data-driven insights and advice to their clients.

CRM: According to the vendor, this feature includes essential CRM functionalities such as contact management and browser-based calling. It also facilitates the booking of consulting slots and video-calling for client support. The vendor mentions that additional features like sales pipelines, efficiency tools, prospecting, and newsletter/emailing capabilities are planned for future updates.

clientCockpit: The vendor describes this as an ERP SaaS software designed for clients. It simplifies and streamlines various business processes, including invoicing, time-tracking, payroll, purchasing, reporting, and archiving. The software provides easy access to company data and enables efficient management, integrating with open banking, modern archiving, and third-party tools.

Reports & Widgets: The vendor claims that this feature provides access to regular accounting reports, such as balance sheets, profit-loss statements, cash flow statements, and income statements. Additionally, it offers widgets to provide a comprehensive overview of business activities and company performance.

Archiving: According to the vendor, this feature automatically archives all data to ensure compliance with legal requirements. It allows easy access to archived documents for revision and auditing purposes.

Add-ons: The vendor states that there are plans to introduce additional tools for prospecting, newsletter/emailing, and integrations with HR and project planning tools in the future.