CRM for Accounting

Securable, fast, and convenient solution for organizing and managing an accounting firm. FinKoper offers state-of-the-art solutions for full collaboration with clients and employees, fast document, tax, task management, and visual assessment of productivity performance. All necessary programs, reports, and chats with employees and clients are in one place. A real observation of work processes will give objective conclusions for future decisions.
Alfa Solution spol. s.r.o.
2022
Czech Republic
1 Industry
4 Languages
Industries
  • Accounting
Licensing & Deployment
Support
  • Email
  • Chat
  • 24x7 Support
Training
  • In-person
  • Documentation
Knowledge Base

FinKoper Core Features

Focus of Accounting Feature
  • Accounts Payable
  • Bank Reconciliation
  • Billing & Invoicing
  • Expense Tracking
  • Financial Reporting
  • Fixed Asset Management
  • Fund Accounting
  • Payroll Management
  • Tax Management
Focus of CRM Feature
  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • Email Integration
  • File Management
  • Lead Management
  • Reporting
  • Security
Focus of Document Management Feature
  • Collaboration Tools
  • Document Assembly
  • Document Retention
  • Document Sharing
  • Document Storage
  • Offline Access
Focus of Scheduling Feature
  • Appointment Scheduling
  • Automated Scheduling
  • Calendar Management
  • Employee Scheduling
  • Real-time Scheduling
  • Reminders
  • Reports & Analytics
  • Resource Scheduling
Focus of Productivity Feature
  • Collaboration
  • File Sharing
  • Presentation Tools
  • Productivity Tracking
  • Reports & Analytics
  • Task Management
  • Team Chat
  • Time Tracking
Focus of Task Management Feature
  • Collaboration Tool
  • Document Management
  • Progress Tracking
  • Project Planning
  • Project Scheduling
  • Reporting
  • Resource Management
  • Task Management
  • Team Collaboration
  • Time Tracking
Focus of Business Management Feature
  • Accounting
  • Billing & Invoicing
  • Customer Management
  • Document Management
  • Financial Management
  • Inventory Management
  • Project Management
  • Reporting & Analytics
  • Resource Management
  • Scheduling
  • Time Tracking
Focus of Team Communication Feature
  • Alerts/Notifications
  • Collaboration
  • File Sharing
  • Meeting Management
  • Real-time Chat
  • Task Management
Focus of Team Management Feature
  • Assignment Management
  • Goal Setting/Tracking
  • Messaging
  • Productivity Analysis
  • Progress Tracking
  • Project Planning
  • Resource Management
  • Scheduling
  • Task Management
  • Third Party Integration
  • Time Tracking

FinKoper Pricing

Pricing Type
  • Per User
Preferred Currency
  • EUR (€)
Free Version
  • Yes
Free Trial
  • 30 Days Trial
Payment Frequency
  • Monthly Payment
  • Annual Subscription

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FinKoper Integration

  • Yandex Disk
  • UIS | IP Telephony