Is your team losing hours keying in invoices by hand?
Effivis centralises your clients' invoices and documents, extracts the key fields and leaves everything ready to review before close. Without replacing A3, Sage, DELSOL or whatever you already use.
A typical day at an accounting firm: too much time on low-value work
You know these problems — and they cost you more every month.
Manual document work: slow and error-prone
Invoices arrive as PDFs, photos, emails... and someone has to key every field into your accounting software. Slow, tedious, with mistakes that become expensive later.
Endless bank reconciliation
Matching bank statements against invoices line by line. A mechanical task that eats hours every week and nobody wants to do.
Documents scattered, no control
Invoices in inboxes, other docs in local folders, some in WhatsApp. When a client asks, finding the right document becomes an odyssey.
A modular platform that transforms your firm
Each module plugs into the tools you already use. Nothing to replace, nothing new to learn.
Upload an invoice in any format and AI extracts every field automatically. No manual entry, no typos.
- PDF, photo, scan — any format
- Extraction of VAT ID, net amount, VAT, date, supplier
- Automatic validation before pushing into your accounting software
Automatic matching between bank statements and invoices. What used to take hours now takes minutes.
- Automatic import of bank statements
- Smart invoice-to-transaction matching
- Alerts for transactions without an invoice
Every document is archived in the storage you choose — Google Drive, Dropbox, OneDrive or our built-in archive — organised by client, period and document type.
- Works with Google Drive, Dropbox, OneDrive or the Effivis archive
- Automatic structure by client, period and document type
- Instant search across any field
Company formations, powers of attorney and other corporate filings with sub-processes, deadlines and automatic alerts.
- Templates for incorporations, powers of attorney, minutes
- Sub-processes with owners and deadlines
- Automatic alerts before deadlines
Getting started is simple
Tell us what you need
In a 30-minute call we learn how your firm works today and which processes you want to automate.
We configure everything
Our team sets up the modules, connects your tools and trains you and your team. In a few weeks.
Your firm, automated
Invoices are processed on their own, reconciliation is automatic and every document lives where it should.
Frequently asked questions
Want to see how it would work in your firm?
10-minute demo. No commitment. We show you how we'd automate your firm's processes.
Or email us directly at [email protected]
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