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konzeptplus gmbh

We go for IT! Be the first to benefit from new trends and technologies. We provide the expert help you need to grow your business faster, regardless of size or industry.

Always get the most out of your customer experience solutions. Our expert services help you confidently manage every phase of your project. By using konzeptplus consulting services, you can transform your digital business vision into actionable strategies and exceptional business results.

We offer services and products in SaaS, PaaS, IaaS and Security Service.

Mr. Tobias Gurtner | Managing Director

Dorfstrasse 18
9657 Unterwasser
Schweiz

Tel +41 71 999 22 92
Mobile +41 76 348 92 93
info@konzeptplus.ch
https://konzeptplus.ch/

About the label swiss digital services

Products

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
Categories:
Software-as-a-Service (SaaS), Digital Asset Management (DAM), Web Content Management (WCM), General Integration, General Publishing
Link:
https://dato-portal.ch