A platform designed for accountants, with real-time financial advice and insights built in.
Featuring an integrated suite of cash flow solutions:
Satago is a flexible, powerful foundation from which to support your clients.
Get your clients paid quickly with our award-winning automated invoice reminders, including unlimited payment reminders available on all plans.
Keep tabs on your client’s debtor health by enriching their debtor data with real-time insights from major credit referencing agencies.
Help your clients cover cash flow gaps and boost their working capital with fast, flexible invoice finance.
Once your practice is connected to Satago, you can leverage our smart tools to identify clients with cash flow challenges and start supporting them.
Building your Satago client base is simple with our bulk-uploaders. All your clients can get access to our basic invoice reminder tools – completely free via accountants and bookkeepers.
Your onboarded clients are automatically uploaded to your Portfolio Overview Dashboard. So, you can then gain full oversight of their real-time debtor data and focus on advising those in need of support.
Leverage the power of Satago’s cash flow management tools to help your clients.
Get a complete breakdown of the credit profile of any UK or Irish incorporated business, with a full credit report. A detailed overview of their financial history, that includes directors and shareholders, credit or contract limits and any proceedings enacted against them.
Do business with clarity and confidence. Risk Insights lets you know exactly who you’re trading with, giving you visibility on any customer’s credit score and risk band. This smart feature will even offer you suggested credit limits to protect you against risk.
Remove the effort and friction of routinely chasing unpaid invoices – in a way that’s professional, respectful and effective.
Automate and customise emails, group clients by type, and see who’s been sent what. Plus, add bespoke late fees and manage your send schedules to build a more consistent, and stable cash flow.
Whether your clients are looking to fund a new project, purchase new stock, or cover an unexpected cost, don’t let late payments and cash flow gaps stand in their way.