ClearFacts is an online SaaS "collaboration platform" between bookkeepers / accountants and their clients (SMEs, entrepreneurs).
What benefits does ClearFacts deliver?
ClearFacts offers a unique solution to accountants and bookkeepers who wish to expand their online services and/or optimize the digitization of document flow to and from their clients. Moreover, ClearFacts provides far-reaching integration with existing accounting software (Winbooks, Exact Online, Expert-M, Adsolut, Wings & Sage Bob).
For SMEs/entrepreneurs, ClearFacts offers an online customer portal to forward all relevant documents and get a (real-time) view of the accounts:
Multiple channels to upload documents
Permanent access to a digital archive
Up-to-date indicators, dashboards and reports
Possibility to set up and execute payments
Why integrate ClearFacts with IAMD?
Save time and money by automatically sending the sales invoices you prepare in IAMD to your bookkeeper/accountant
Faster booking of your invoices thanks to a secure and paperless document flow
Configuration
Go to Settings > Sales Invoice > Accounting
Select 'Clearfacts' and set the email addresses for purchase and sales invoices.
