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Products & Services
DaToPortal - digital management accounting Product & Cloud Service show product detailhide product detail
- Description
-
Portal solution for the real estate and trust industry
Proffesionalization of previous delivery methods of closing results for the client. Easy integration of data, viewing, revision and release.
Transaction data from the ERP can be prepared in a semi-automated way according to corresponding account classes and displayed accordingly in the delivery result. Posting documents, bank documents, other archived documents are automatically retrieved by the portal and prepared in a structured manner.
Manager
- Upload of customer documents via drag and drop
- Digitized archiving of closing documents
- Integration from various ERP connectors
- Preparation methodology for all types of financial statements
- Front and back end management
Owner
- Easy, secure and granular access to monthly/quarterly/annual financial statements
- Available at any time of day
- Automated reporting via SMS or email
- Different access roles for owners, trustees and auditors
- Technology
- PHP, JavaScript, CSS, Python, JSON, XML, MySQL, REST/SOAP, SAML, OpenID, FIDO2, YubiKey
- Hosting
- in Switzerland
- Link:
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https://dato-portal.ch
