CSMART Finance
Automate and optimize your company's financial management

CSMART Finance is a solution designed to help SMEs optimize their financial management. In fact, it enables them to keep a close eye on their financial situation (sales, cash flow, outstandings, etc.).

With its advanced automation tools, CSMART Finance frees you from accounting, bank reconciliations and VAT declarations. In this way, our ERP takes care of your time-consuming administrative tasks.

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CSMART Finance

CSMART Finance
Automate your financial management

CSMART Finance is a solution designed to help SMEs optimize their financial management.
Download product sheet
Request a demo

Keep an eye on your finances for seamless growth with CSMART Finance

Process automation

CSMART Finance uses advanced technologies to automate many time-consuming accounting tasks. For example, thanks to OCR and intelligent collection tools, our ERP system automatically integrates your invoices into your accounting system.

Secure payment module

CSMART Finance also features a highly secure payment module . SEPA-certified, it enables you to collect from your customers and pay your suppliers in full security and compliance.

Dashboards

What's more, with CSMART Finance, you can customize your dashboards to keep a close eye on your financial situation. You'll have access to several key indicators (sales, WCR, SGI, margins, cash flow, outstandings, etc.) to help you adjust your decisions and promote ongoing growth.

The benefits of CSMART Finance for your company

Considerable efficiency and time savings

CSMART Finance simplifies financial management by automating time-consuming tasks such as invoice collection, accounting entry and VAT declarations. Thanks to advanced technologies, including OCR and a variety of collection tools (scraping, API, e-mail), this solution reduces stress and errors, while optimizing your productivity.

Considerable reduction in manual errors

Data entry errors, duplicate entries and incorrect calculations are commonplace for finance teams. CSMART Finance automates accounting entry and the generation of VAT returns. It also handles complex calculations and detects duplicates, improving efficiency and reducing human error. What’s more, this automation frees up time for strategic decisions.

Brighter visibility

What’s more, CSMART Finance centralizes all your up-to-date information in one place, enabling you to keep a close eye on your financial situation. Thanks to customizable dashboards and qualitative financial reports, you can quickly identify opportunities and threats, and react effectively by making the right decisions at the right time.

Optimizing resources

CSMART Finance enables you to accurately track your expenses, revenues and margins. As a result, you can better manage your cash flow, reduce management costs and optimize your resources on a global scale for greater efficiency. This will enable you to identify opportunities for improvement and sustainable growth.

Scalability and adaptability

Our ERP is designed to adapt to your needs, with customizable dashboards. What’s more, it’s scalable and can integrate complementary modules to support your growth. What’s more, our solution is regularly updated to comply with current financial legislation.

Monitoring receivables and payables

CSMART Finance offers modules dedicated to outstanding receivables and payables. These tools enable you to precisely monitor your payables and receivables, manage payment deadlines and improve your cash management. In short, they help you reduce the risk of liquidity problems.

Features in detail

  • Automatic collection of
    all your invoices.
  • Automatic document retrieval and accounting entry.
  • Optimization of VAT rate controls and tax returns.
  • Automatic bank reconciliation.
  • More than 50 indicators (SGI, EBE, BFR, Margins, Sales, Expenses, etc.)
  • Interconnected with central purchasing agencies and over 1,500 suppliers.
  • Interconnected with cash desks for Z-ticket collection.
  • Secure, SEPA-certified payment module.
  • Management of customer and supplier work-in-progress.
  • Integrated notification system (for late payments)
  • Recovery plan and management of customer disputes.

Keep track of your financial situation with CSMART Finance.

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Financial and accounting management: what you need to know

Need support?

We offer you dedicated customer service accessible by phone, chat or e-mail. Our team is there to reassure you at all times, whether to solve a problem, answer your questions or take on board your suggestions.

We’re there for you every day!

09 72 66 92 31
client@comptasmart.com
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Any questions?

With CSMART Finance, you can monitor your company’s financial health in real time, thanks to intuitive dashboards. Our ERP brings together key indicators (sales, WCR, cash flow, etc.) and enables you to visualize financial trends, whether positive or negative. This gives you an overview that helps you balance your cash flow or anticipate investments. What’s more, the tool analyzes variances between forecasts and actuals, enabling you to adjust to your strategic objectives.

CSMART Finance offers a “consolidation” module for complex companies, such as multi-franchises. It centralizes the financial health of the group and its subsidiaries, eliminates duplicates and corrects discrepancies. It also consolidates tax returns and analyzes financial performance. This enables management to make strategic decisions and plan investments efficiently.

Financial management software must include the following functionalities:

  • automated accounting
  • bank reconciliation
  • cash management
  • budget management and financial forecasting
  • Financial reporting and monitoring of key performance indicators (KPIs)
  • compliance with tax and accounting standards.
  • integration with other systems such as ERP or CRM

CSMART Finance adapts to your company’s size and sector thanks to its modular functionality, allowing you to select only those features that meet your specific needs. The software is configured to manage different quantities of data according to your company’s needs, so you can keep a close eye on your finances.

CSMART Finance guarantees optimum data protection. We secure all your information with SSL encryption and multi-factor authentication. Regular backups ensure the security of your company’s data. CSMART is ISO and SEPA certified, proof of our commitment to protecting your data.

Yes, on your CSMART Finance solution, you can tailor reports to your specific needs by choosing the indicators to be displayed (gross margins, sales, EBITDA, SGI, etc.), the periods to be analyzed and the level of detail required. You can create customized reports to monitor your financial situation, analyze your results, compare performance against objectives and make informed decisions.

This post is also available in: French

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