An Practice Management Software for CA and Accounting Firms that your team will use without overhead

The AI-backed OCR technology works by scanning and extracting relevant information from purchase invoices, such as invoice number, total amount, vendor details, Line items and more, automating the data entry process.

Yes, more than 90% of your invoices are correctly captured. But we do give easy-to-use tool that help you to verify and validate your entry.

Yes, absolutely. Please contact us from https://www.eprocessify.com/contact. Our team of experts will contact you within 48 hrs.

Our product is designed with user-friendliness in mind, with intuitive interfaces and easy-to-follow instructions, minimizing the learning curve for users.

By leveraging AI technology, businesses can streamline their purchase entry process, reduce manual workload, minimize errors, and ultimately improve efficiency and productivity.

Capture utilizes AI-backed OCR (Optical Character Recognition) technology to assist in booking purchase entries efficiently and accurately.

Capture supports images and PDF formats. Even scanned or handwritten invoices works. Contact us, we are giving some invoices free to try it out.

Absolutely, you have the option to upload multiple invoices simultaneously. Each invoice undergoes parallel processing, significantly expediting the purchase entry process. Capture handles 50% to 90% of the workload, leaving you with the task of manually validating and posting each entry after reviewing them individually.

Capture is currently compatible with Tally and Zoho Books. We are adding more.

Yes, you can personalize your invoices by adding your logo, and including or hiding specific details as per your requirements. Soon, user will able to change the color that match the brand's identity.

Yes, it does. eProcessify Invoices Multi-Currency Invoicing feature allows you to create invoices in different currencies, making it convenient for businesses dealing with international clients.

Invoice Generator Software is a tool designed to simplify and automate the invoicing process for businesses. It allows users to create, customize, and send professional invoices quickly and efficiently.

Yes, eProcessify Invoices is designed to cater to the needs of businesses of all sizes. It offers user-friendly features that make it easy for small businesses to create professional invoices, track payments, and manage their finances effectively.

E-Signature in Invoice Generator software lets you add e-signatures directly on your invoices. This feature eliminates the need for physical signatures, and saves time for you.

eProcessify prioritizes data security. Your information is encrypted end-to-end, and the platform follows industry-standard security protocols to ensure the confidentiality and integrity of your data. Checkout our statement on https://eprocessify.com/security.

Best Invoice Generator software facilitates payment tracking by providing real-time updates on the status of your invoices when your customers views or downloads the invoices. You can easily monitor payments, identify outstanding invoices, and ensure a steady cash flow for your business.

Absolutely! eProcessify Invoices offers a Recurring Invoices feature that enables you to set up automated billing cycles. This is particularly useful for subscription-based services or any scenario where you have regular billing cycles.

We take confidentiality very seriously and that's why when you register for our software, you got covered with Privacy Policy which is publicly available on https://www.eprocessify.com/privacy-policy. Moreover, We support two email provider, Google's Gmail and Microsoft's Outlook and they both have requirement to verify our Privacy Policy before giving permission to integrate with their APIs.

Yes, you can access the data for a duration of 12 months, following which all records will be permanently deleted. You have the option to export the status of all your work items into an Excel sheet and download all documents and attachments with a single click in a zip file at any time.

eProcessify is an advanced practice management software that integrates seamlessly with Email. It is easy-to-use software product that your team will not resist. It is designed to solve the real problems like work allocation, work tracking, client reminders for data collection, and invoice generation. This will help you to streamline your CA and accounting firm.

Certainly, we offer training for your team not only upon software purchase but also for any new members joining at any point in the future.

No, setup is very easy using excel sheet and we don't charge for it.

Please visit page https://eprocessify.com/security to know more about our statement on security.

eProcessify, is first work + email office management software for CA and accounting firms. It solves real team and client communication issues within your organization. It also helps you to effortlessly maintain email communication trail and enables workflow automation. It provides your team a comprehensive guidelines or SOP to follow in case of Audit.

Yes, you can invite your client's team as a guest in eProcessify. They will able to track the progress of ongoing work, upload documents and can also communicate with your team.

eProcessify Workplace provides you excel sheet where you can add all your clients and mention the services applicable to them. Once you import the excel sheet, it will create all clients and work items applicable for that client. Checkout sample setup excel sheet here.

Template is your Standard Operating Procedure (SOP) in eProcessify Workplace. From Template, you can create multiple instances for each client called Checklist.

Yes, you can easily assign one or more team members to the task. Checkout following:

No, it will not be deleted from Gmail/Outlook.

eProcessify Workplace currently supports GMail and Outlook.

eProcessify Workplace is designed to integrate seamlessly with your existing email system, rather than replacing it entirely. This means that you can keep using the email service that you’re already familiar with, while benefitting from the additional functionality provided by eProcessify Workplace.

While integration is possible, we do not advise connecting personal email accounts with eProcessify Workplace. The platform is specifically designed for team email communication. For personal emails, it is recommended to continue using your email provider.

Yes, your team will able to both send and receive email from eProcessify Workplace once integrated.

Yes, you can create the task from received email and formally assign it to team members and can also set due date.

You can add one support email with Premium plan. But you can add more support email at extra cost of 1000 INR/email/year.

Email Management functionality is useful when you have one common Support/Team email among all your staff to communicate with client. If you also have similar setup of common team email, then you must be aware of following problems: - Mails are often overlooked by your team members - No way to formally assign the email to your team member - Each member sees emails from all clients, creating additional distractions, and often leading to the oversight of important emails. - Team members sent an email, but there is no way to determine who has send the email. - No way to maintain communication trail of any work item All above problems are solved with Email Management feature of eProcessify Workplace.

Yes, your all emails are accessible from Gmail/Outlook/Gsuite/Outlook365. Your Master Inbox should be accessible only to you and your key staff members. Rest of the members should use eProcessify Inbox to send an receive email.