Tech Lowdown: Workflow efficiency, bank rules and proposals

Tech Lowdown
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Welcome to our weekly round-up of the latest news and updates from the accounting tech world. 

This week, Tech Lowdown features integrations between Practice Ignition and Karbon, and Senta and GoProposal. Pandle has announced new additions to its mobile app and transactions processing features and Nomisma has introduced two new modules to its accounting software solution.

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Practice Ignition integrates with Karbon

Practice Ignition has integrated with practice management software Karbon to enable users to automate tasks and processes, save time on client onboarding and increase workflow efficiency.

Practice Ignition users can link the software with the work templates in Karbon so that every time a client accepts a service in a proposal, a work item will be created for that client in Karbon.

Karbon is available as a premium integration on Practice Ignition’s professional and scale plans. 

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Receipt uploads, bank rules and auto confirm on Pandle

After releasing its newly rebuilt mobile app a few months ago, Pandle has announced the addition of its Receipt Uploads feature to the mobile app. With the new feature, users can attach photos of receipts, invoices, PDFs and other documents to transactions listed in the software.

Previously, users upload the photos of their receipts to cloud storage and then upload them into Pandle’s web app, so the new feature simplifies the process, making it possible for users to take photos of their receipts, and upload them directly into Pandle’s Uploads feature.

Pandle

 

Pandle has also recently included a bank rules feature that enables users to automatically apply selections to transactions based on certain conditions, including if the money is in or out of a bank account, the description or the amounts to set their category, VAT code or project.

To automate bank transactions without user intervention, Pandle has also released a new auto confirm feature, which minimises the amount of user-input required after transactions have been imported.

Pandle will notify users so they know which transactions have been auto-confirmed and which still require their input.

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Nomisma announced the addition of two new modules

Nomisma will soon be introducing two new modules to its accounting software solution. The new modules are “know your client” and “pricing”.

The know your client (KYC) checks are required before begining a relationship with every new customer. Designed to reduce the opportunity for money laundering, KYC checks are an unavoidable necessity. The new module will provide real-time information to perform the correct due diligence from within the software, making sure new clients are who they say they are, and that their income is legitimate. The KYC module will link with the other Nomisma modules.

The new pricing module enables users to quickly generate, accurate quotes and proposals from within Nomisma and then send them to clients. All the data is already inputted into the Nomisma system so you are assured that it is accurate. Users will only need to select the client they wish to bill and the service they will provide. Once the service is completed, the user can turn the proposal into an invoice and send it to the client.

To reduce the time spent chasing payment, users will also be able to manage their outstanding invoices from the Nomisma dashboard.

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Senta integrates with GoProposal

Practice management software Senta now offers a direct integration with GoProposal. Via the integration, Senta users can now search their existing prospects within the software when creating proposals. Besides, when prospects return completed proposals, they will automatically convert to clients in Senta and when any proposals are completed, the agreed services will be added to Senta and any related jobs will kick off in Senta automatically for the client.

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Bank statement extraction in Receipt Bank

Receipt Bank’s new Bank Statement Extraction is now available for its streamline and optimize partners. Bank Statement Extraction helps eliminate data entry in the process of sorting out clients’ bank reconciliation.

The in-app integration allows users to drag and drop clients' statements securely into the Receipt Bank app. The feature also transforms clients’ statements into actionable data by extracting individual lines and generating a .csv file. The original bank statement and extracted .csv file are safely stored and accessible in Receipt Bank.

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