Cashflow Covered
Satago for Accountants

5 Accountant features you didn’t know Satago had

January 21, 2022 | 6 minutes

Satago is an app that is full of great functionality and features for SMEs, but did you know that we also have amazing functionality built especially for accountants? Although Satago was originally conceptualised for SMEs, it quickly became apparent that an SME’s biggest champion when it comes to cashflow is their accountant.

With that in mind, we have built a completely unique experience for our professional accounting partners. See our accountants and bookkeepers page for more information on our full offering. We spoke to some of our accounting partners to find out what their most used and favourite features of Satago for accountants are, and here are the top 5:

Portfolio Overview

The portfolio overview allows accountants to see all their clients’ debtor data in one place — including the value of open invoices, the value of late invoices and the risk profile of their debtors. With this data at their fingertips, accountants will be best placed to help their clients improve cashflow.

Unlimited Credit Searches

Satago provides unlimited credit summaries, so clients can perform due diligence before agreeing credit terms, helping them to spot and prevent credit risks. Accountants can use this to help clients understand their customers and monitor client debt profiles.

Acknowledge Invoices

Say goodbye to quibbles on already-overdue invoices. Satago can prompt customers to acknowledge invoices and either accept them (and provide an estimated payment date) or reject and dispute them straight away.

Manual Sync

Satago provides an automated daily sync with connected accounting software. However, sometimes a single daily synchronisation is just not enough. Therefore, we have built a manual synchronisation tool on our platform, forcing a manual refresh of connected accounting software in a few easy clicks.

Aged Debtors View

The Satago platform offers an easy way to see aged debtors, without the need to switch between systems with a full aged debtors view available right within Satago.

These are 5 of the most used features by our accounting partners. If you would like more information about how you can implement Satago for your practise, or would like a full demo of how Satago works book a demo today.

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