Introducing Advanced Features for Businesses & Accountants

We are excited to announce the latest updates to our fintech platform, making tax reporting, invoice management, and financial organization more efficient than ever. Designed for all businesses and accounting firms, our platform now offers enhanced functionality to streamline financial operations.

Key Features for Business Users

1. Invoice Generation & Customer Management
   • Easily create and manage invoices within the platform.
   • Automatically save invoices to reports and download in PDF format.
   • Filter invoices by status: Paid, Unpaid, Overdue.
   • Modify customer details, including business name, tax ID, and VAT verification.
   • AI-powered compliance check for customers’ tax and credit history.
   • Documents export.
2. Bank Statement Import & Automatic Payment Matching
   • Import bank statements in CSV, PDF, and other formats.
   • AI matches transactions to invoices, marking payments automatically.
   • Identify unmatched payments for manual assignment.
   • Get alerts for overdue invoices and outstanding balances.
3. Order & Tax Report Management
   • Upload financial data to generate AI-assisted tax reports.
   • Seamless collaboration with verified accountants.
   • Integrated chat for order-specific communication.
   • Automated invoice tracking for tax reporting accuracy.

Key Features for Accounting Firms

1. Accountant Screening & Onboarding
   • Professional certification and ID verification required.
   • Approved accountants gain access to order & invoice management.
2. Accountant Dashboard & Workflow
   • View assigned tax report orders by priority.
   • Track invoices linked to reports and verify payment status.
   • Request additional data and upload final tax reports.
3. Order Processing & Invoice Validation
   • Accept orders and validate financial data.
   • Ensure accuracy of tax reports with AI-powered assistance.
   • Secure document storage and processing for compliance.
   • Documents export.

Updated User Experience & Pricing Model

• User Dashboard: Displays order status, invoices, and bank transactions.
• Secure Payments: Pay accountants through an encrypted system.
• Subscription & Premium Plans:
  • Invoice generation and bank statement imports included in base plan.
  • Automated payment matching available in premium plans.
  • Expedited accountant services at tiered pricing.

Security & Compliance

• Encrypted financial data storage to protect user privacy.
• AI-driven fraud detection for customer risk assessment.
• Exclusive accountant access to sensitive financial documents.

The Future of Financial Management

With these new features, our platform now offers: ✅ Full tax report generation & accountant services. ✅ End-to-end invoice management & tracking. ✅ AI-powered payment reconciliation via bank imports. ✅ Secure financial data storage & automated risk assessment.

Join us in revolutionizing financial management for businesses and accountants alike! 🚀