At the move2020 conference in London, we looked at figures from exceptionally lean companies. Kylie Jenner manages to sell beauty products worldwide with revenues of >$1 billion US per year with a team of twelve. To do that, you really have to be lean.
Our current weight loss tip focuses on accounting. There, you can usually shed a lot of process overhead.
The orderly and timely recording of all documents, the allocation of incoming payments, and the planning of your own payments can take a lot of effort and energy.
- For the individual process steps, there are now tools that enable very lean processing.
- For creating quotes and invoices, tools like
- easybill
- fastbill
- billomat
- sevdesk
- By using these applications, you can easily bring order to your quotes and invoices. As a rule, the tools also offer simple ways to assign incoming payments to invoices and to define a dunning process.
- A bonus is an interface to Datev, so that the data can simply be handed over to a tax office at the end of the month.
- In addition, the programs offer interfaces to all possible online store systems and marketplaces. This way, your sales can automatically trigger an orderly invoice including invoice dispatch to the customer.
- For incoming invoices, tools like
- Candis.io
- Buchhaltungsbutler
- sevdesk
- With these programs, incoming invoices can be recorded partially automatically. As a rule, the most important document data is recognized and read in.
- A synchronization with your bank accounts allows for a direct comparison of which documents are still open and what still needs to be paid.
- Due to the simple document recording, Candis.io is currently our favorite. Documents are sent by email to your own Candis account and processed by the system.
- Of course, you can also send your outgoing invoices to these systems and thus monitor incoming and outgoing payments in one tool.
- At the end of the month, the data is transferred to Datev or the tax office either via an interface or by export.
- A significant advantage is the now very well-developed automatic document recognition. Anyone who still types in document data here is to blame themselves.
- The automatic reconciliation with bank accounts brings another step towards lean processes.
- Some of the tools also allow reconciliation with PayPal. For all those who offer their customers payment via PayPal, this is a real relief.
We are happy to help you lose weight. If you want to become digitally leaner, we support you in adapting processes and introducing the appropriate tools.