Cegid Flow is only available by invitation from your Cegid accountant.
He briefed you? So let's go !
Cegid Flow is designed for entrepreneurs who want to monitor the financial health of their business as it happens, accurately and effortlessly. The objective is to allow them to react more quickly, and when necessary.
Does it suit you? We continue then!
The application puts more complete, more accurate and more up-to-date information in your pocket to decide and act on the financial situation of your business.
It automates common tasks and you spend less time on your administrative and accounting management.
Connected to your Cegid chartered accountant, it automates most accounting entry tasks, and allows him to refocus his time and skills to support and advise you.
In a nutshell, Cegid Flow is perfect day-to-day visibility:
- your projected cash balance,
- customer invoices to be paid and their due dates,
- supplier invoices to be paid and their due dates,
- your current accounts,
- your income and expenses categorized by type,
- all justified accounting documents, shared with your accountant and accounted for.
In detail, Cegid Flow allows you to:
1 – Access your short and medium term cash flow forecasts
Cegid Flow gives you the projected balance of your company based on your invoices, your bank balance and the incompressible charges (salaries, social charges, taxes). This is how you get a reliable cash flow forecast. You take control of your finances with the help of an intelligent assistant and successfully anticipate your needs.
2 - Transmit the accounting documents over time
Send your invoices and all your accounting documents securely with a simple photo from the application. The transmission of information has never been so fast: the application is connected to the accounting management tool of your accountant and automates the transmission of documents and the entry of entries.
3 - Manage payment deadlines
Cegid Flow gives you visibility and control over your deadlines, their reminders and their payment, to allow you to remind your customers when necessary, or to pay your suppliers on time. The "we owe you" and "you owe" tabs give you a view you can act on immediately. For each operation, you will find the invoice number, status, payment period, category and amount excluding VAT/VAT. You can also automatically follow up with your partners via a customizable email template directly from your mailbox connected to the application.
4 - Be alerted when the situation requires it
Cegid Flow watches over you every day! An invoice awaiting payment? A drop in cash? A large payment on your account? Cegid Flow alerts you and you move forward with complete peace of mind.
5 - Analyze monthly expenses and income
The application provides you with the analysis of income and expense items each month. Cegid Flow categorizes your company's expenses: amount, type of expense, number of transactions concerned, percentage of all expenses and allows you, with your accountant, to have an exhaustive view of your company's costs in order to anticipate and optimize future expenses.
6. Pay and get paid on time!
You can relaunch your customers and pay your suppliers in one click. A reminder button for each customer invoice, and another payment button for your supplier invoices. It's simple !
He briefed you? So let's go !
Cegid Flow is designed for entrepreneurs who want to monitor the financial health of their business as it happens, accurately and effortlessly. The objective is to allow them to react more quickly, and when necessary.
Does it suit you? We continue then!
The application puts more complete, more accurate and more up-to-date information in your pocket to decide and act on the financial situation of your business.
It automates common tasks and you spend less time on your administrative and accounting management.
Connected to your Cegid chartered accountant, it automates most accounting entry tasks, and allows him to refocus his time and skills to support and advise you.
In a nutshell, Cegid Flow is perfect day-to-day visibility:
- your projected cash balance,
- customer invoices to be paid and their due dates,
- supplier invoices to be paid and their due dates,
- your current accounts,
- your income and expenses categorized by type,
- all justified accounting documents, shared with your accountant and accounted for.
In detail, Cegid Flow allows you to:
1 – Access your short and medium term cash flow forecasts
Cegid Flow gives you the projected balance of your company based on your invoices, your bank balance and the incompressible charges (salaries, social charges, taxes). This is how you get a reliable cash flow forecast. You take control of your finances with the help of an intelligent assistant and successfully anticipate your needs.
2 - Transmit the accounting documents over time
Send your invoices and all your accounting documents securely with a simple photo from the application. The transmission of information has never been so fast: the application is connected to the accounting management tool of your accountant and automates the transmission of documents and the entry of entries.
3 - Manage payment deadlines
Cegid Flow gives you visibility and control over your deadlines, their reminders and their payment, to allow you to remind your customers when necessary, or to pay your suppliers on time. The "we owe you" and "you owe" tabs give you a view you can act on immediately. For each operation, you will find the invoice number, status, payment period, category and amount excluding VAT/VAT. You can also automatically follow up with your partners via a customizable email template directly from your mailbox connected to the application.
4 - Be alerted when the situation requires it
Cegid Flow watches over you every day! An invoice awaiting payment? A drop in cash? A large payment on your account? Cegid Flow alerts you and you move forward with complete peace of mind.
5 - Analyze monthly expenses and income
The application provides you with the analysis of income and expense items each month. Cegid Flow categorizes your company's expenses: amount, type of expense, number of transactions concerned, percentage of all expenses and allows you, with your accountant, to have an exhaustive view of your company's costs in order to anticipate and optimize future expenses.
6. Pay and get paid on time!
You can relaunch your customers and pay your suppliers in one click. A reminder button for each customer invoice, and another payment button for your supplier invoices. It's simple !
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