Product / Satago for Accountants

Satago
for Accountants

A platform designed for accountants, with real-time financial advice and insights built in.

Featuring an integrated suite of cash flow solutions:

  • Reduce your client’s debtor days by up to 72% with Automated Credit Control.
  • Maintain a complete view of your client’s financial health with real-time insights into their debtor data.
  • Close cash flow gaps with fast, flexible invoice finance.

Satago is a flexible, powerful foundation from which to support your clients.

How Satago works for you

Manage Cash Flow

Credit Control

Get your clients paid quickly with our award-winning automated invoice reminders, including unlimited payment reminders available on all plans.

Understand Clients

Risk Insights

Keep tabs on your client’s debtor health by enriching their debtor data with real-time insights from major credit referencing agencies.

Close Cash Flow Gaps

Invoice Finance

Help your clients cover cash flow gaps and boost their working capital with fast, flexible invoice finance.

Case Study

How Satago helps Bee Motion Accountants

Using Satago

Getting started

Once your practice is connected to Satago, you can leverage our smart tools to identify clients with cash flow challenges and start supporting them.

Build Your Clientbase

Offer Satago to select clients, or onboard in bulk

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.

Advisor Oversight

Identify clients with issues

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.

Solve Your Clients' Cash Flow Needs

Use award-winning tools

Leverage the power of Satago’s cash flow management tools to help your clients.

Credit Checking Risk Insights Invoice Reminders Invoice Finance

Make smarter decisions, informed by data

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.

Credit check your clients and protect against risk

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.

A faster way to chase your invoices

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.

A better way to boost your business

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.

See Satago in action

Watch a demo
Special

Pricing

Satago for Accountants

£50 monthly

Exclusive for Accountants and Bookkeepers
Features for accountants
  • Access to all features in Satago Plus
  • Powerful Client Overview dashboard
  • Unlimited credit reports
  • Clients get free Lite or reduced fees for Standard and Plus

Then add your clients

Lite

FREE (£10 monthly)

Save £10
Credit Control
  • 1 user
  • Satago Mailbox
  • Unlimited invoice chasing
  • Customisable emails and schedules
RISK INSIGHTS
  • 3 full credit reports per year
  • View customer credit scores
  • Credit limit suggestions
  • Real-time credit risk notifications
  • Access to bad debt protection
INVOICE FINANCE
  • Cash advance on single or multiple invoices
Standard

£10 (£25 monthly)

Save £15
Credit Control
  • Unlimited users
  • Satago Mailbox
  • Unlimited invoice chasing
  • Customisable emails and schedules
RISK INSIGHTS
  • 3 full credit reports per year
  • View customer credit scores
  • Credit limit suggestions
  • Real-time credit risk notifications
  • Access to bad debt protection
INVOICE FINANCE
  • Cash advance on single or multiple invoices
Plus

£20 (£45 monthly)

Credit Control
  • Unlimited users
  • Connect to your email inbox
  • Unlimited invoice chasing
  • Customisable emails and schedules
RISK INSIGHTS
  • 25 full credit reports per year
  • View customer credit scores
  • Credit limit suggestions
  • Real-time credit risk notifications
  • Access to bad debt protection
INVOICE FINANCE
  • Cash advance on single or multiple invoices
Directly from our users

User Reviews

“Has been our ‘go to’ app for any of our clients offering their customers sale on credit terms. One of our clients has saved in excess of £20,000 per annum by using it!”

Peter Jarman
PJCO Chartered Certified Accountants

“We just linked it to QuickBooks and when invoices went past the basic due date, automated messages would go out. All communications and automated messages are in one place so it’s easy to keep track of what is going on.”

Daniel Edwards
D&K Accounting

“Satago frees up a lot of time that you can reinvest into moving your business forward”

Nathan Lee
Bee Motion Accounting

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