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Digitization of accounting edition from 75 EUR / month
Works standalone
This product does not require any specific ERP system. The integrations below are optional.
| Digitization of accounting | Business documents | Enterprise | Enterprise Plus | |
|---|---|---|---|---|
| Organization directory | ||||
| Received Invoices incl. data extraction (necessary to order mined parts) | ||||
| Receipts | ||||
| Contracts | ||||
| Offers | ||||
| Orders | ||||
| Requests | ||||
| Ability to manage any type of document | ||||
| Data Box Management Module | ||||
| WorkFlow Designer for creating custom approval processes | ||||
| Customization options by the supplier (project). | ||||
| Price per month | 75 EUR | 100 EUR | 150 EUR | 0 EUR |
Prices are excluding VAT.
ADAPTY CRM &
ADAPTY CRM gives sales reps one workplace for everything: work queue, pipeline, and the next step for each opportunity, without switching between records. Its AI knowledge layer summarizes the current stage, changes, and recommended next steps using data from ADAPTY, ERP, and the customer’s website. Sales managers get a real-time overview of the entire team and pipeline. Helios Inuvio integration is included, but the CRM also works without ERP.
ADAPTY Maintenance
ADAPTY Service & Maintenance combines dispatching, planning and service evaluation in one process center. Field technicians use a mobile app to view jobs, machines and service history, record materials and work, add photos and have customers sign service reports on-site. The calendar manages technician capacity and inspections are generated automatically. Reports show service hours, billing and the most failure-prone machines. Helios master data integration is included, but ADAPTY also works without ERP.
Access to documents from anywhere
Docu-x provides access to documents whenever and wherever you need them, including user rights. Your documents are secured against loss and destruction, and any search for documents and information within them is a matter of seconds. You can manage any kind of documents in Docu-x, so you don't have to limit yourself just to accounting documents, for example.
A tool for approving not just documents
With Docu-x, you can digitize any process with a robust workflow tool. With Docu-x's approval history available, you can always see where a document is in its approval status, what approval steps it has already gone through, who/when it was processed, and who is still waiting for approval.
A solution that grows with you
With its robustness, Docu-x can cover almost any need in your document and related processes. So you don't have to worry that Docu-x won't keep up with your appetite to digitize your business. Docu-x clients manage and approve dozens of document types by default (invoices, contracts, quotes, purchase orders, requests, ISOs, etc.).
Integration to other systems
Docu-x can be integrated with most customer systems such as ERP, CRM, etc. This integration significantly increases the added value of Docu-x, which can use database of organizations, serve as an external repository or as a tool for approving documents from these applications.
Extracting pages - optional extension
<b>Accounting and Business documents</b> contain the functionality of extracting received invoices. It is necessary to order the required number of mined pages. It is possible to order an <b>Outlook Plugin</b> for the application when right-clicking on an e-mail message in MS Outlook will ensure the transfer of mining invoices <br/><br/> 1000 mined pages per month 75 €/month <br/><br/> 3000 mined pages per month 151€/month <br/><br/> 5000 mined pages per month 189 €/month <br/><br/> Outlook Plugin for 5 users 15,5 €/month <br/><br/> Email Watcher for 1 more email 15,5 €/month
Optional extension
For the possibility of previewing the document directly in HELIOS iNuvio, access can be purchased for viewing only, without the possibility of editing. <br/><br/> Access to view documents €5/user/month.