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Administrative and financial digitalisation training
Our administrative digitalisation training teaches you to organise administrative flows and automate recurring tasks: less data entry, fewer errors and cash flow under control.
Organising company flows
Well-organised financial, administrative and information flows, backed by the right processes, make a business more efficient. A lack of consistency costs time and money.
Flow analysis, based on a map of exchanges, shows what holds back your performance and what needs reviewing.
- Map your flows
- Spot inconsistencies
- Choose suitable solutions
Automating the accounting schedule
Some accounting operations can be automated with digital tools. Recurring entries such as standing orders, for example, are booked automatically by software.
Automation reduces data entry time, removes repetitive manual operations and limits errors.
- Identify recurring entries
- Automate data entry
- Reduce accounting errors
Defining and implementing processes
Processes follow from the actions needed to run the company. The aim is to keep things as simple as possible to control workload and save time on low-value tasks.
We help you define the processes of a new company or review those of an existing one.
- Formalise key processes
- Simplify low-value tasks
- Train teams on new processes
A cash flow dashboard
A cash flow dashboard is essential for monitoring liquidity. By tracking monthly outgoing payments and invoices issued, you anticipate difficulties.
You learn to calculate your cash flow and set up cash monitoring with digital tools.
- Create a cash flow table
- Anticipate liquidity needs
- Monitor the SME's financial health
Clarifying internal tasks
When roles and responsibilities are not defined, work is duplicated, tasks are forgotten and collaboration becomes difficult.
Clarifying tasks means defining them and distributing them according to each person's skills and workload.
- Define roles and responsibilities
- Distribute the workload
- Avoid duplication and omissions
Better prevention of late payments
A late payment leads to extra costs that weigh on cash flow. For CHF 110,000 of goods, a 2% penalty already represents CHF 2,200.
Automatic due-date reminders and expense planning avoid these costs.
- Automatic due-date reminders
- Expense planning
- Fewer late fees
Frequently asked questions
Administrative digitalisation: your questions
Which administrative tasks can be automated?
Recurring accounting entries, payment reminders, document filing and part of cash flow monitoring. Artificial intelligence can also help sort and enter documents.
Is the training suitable for a small business?
Yes. The solutions are adapted to the size and budget of your company, from the self-employed to the SME.
Do I need accounting knowledge?
No. The training starts from your situation and explains the necessary concepts.
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