AgencyHub
Platform for agencies and SMEs
AgencyHub is being developed as a platform for agencies and SMEs. The solution bundles receipt management with automatic text recognition (OCR), client management, billing, support and hosting. Interfaces to accounting and payment providers reduce recurring work steps from receipt intake to export.
Features
- Capture receipts via OCR - Incoming receipts are automatically read and prepared for further processing.
- Assign receipts to customers and clients - Receipts can be clearly assigned to customers, clients and projects.
- Connect accounting and payment providers - Interfaces reduce duplicate entries and make export into existing systems easier.
- Manage customers and clients centrally - Master data, responsibilities and ongoing processes are managed in one place.
- Control roles and permissions - Access is regulated so that employees and customers only see the information relevant to them.
- Manage subscriptions and invoices - Recurring services, invoices and payment processes can be managed centrally.
- Automate recurring workflows - Regular work steps are automated transparently and relieve day-to-day operations.
- Provide a customer portal - Customers can manage their own information, receipts and support requests via a portal.
- Capture support requests centrally - Requests come together in a structured way and replace scattered communication by email.
- Automate notifications - Relevant events trigger automatic notices so that processes do not remain unattended.