01
Upload from the phone
Photo of an invoice received over lunch → up in the portal in 5 seconds. No email, no forgotten attachment.
WHAT YOUR CLIENTS GET
A premium product — under your firm's brand.
Your clients don't use "Elevio One". They use your accounting firm's platform. Your logo, your domain, your experience. You stay in control, they get the convenience of a modern SaaS product. We stay in the background.
Branded portal
Your clients access the portal under your firm's brand.
Colours & fonts
Own domain
Logo & email
Legal policies
01 · INTERFACE
Your own portal, under your firm's brand
The client opens a portal with your firm's logo, domain and colours — not ours. They upload documents from a browser or phone. They see the status of every document in real time.
- Custom domain (documents.your-firm.com)
- Logo, colour palette, font — fully branded
- Real-time status on every document
- PWA mobile app — installable on any phone
100%
Branding
< 1h
Portal setup
Included
Own domain
documents.your-firm.com
F
Your Firm Accounting
Client portal · ELECTRO SRL
Drop documents here
PDF, JPG, PNG · Max 20 MB
invoice_april.pdf
ProcessedBCR_statement_15042024.pdf
Processingsupplier_contract.pdf
Processed02 · ARCHIVE
Centralised archive with full-text search
All processed documents — stored, indexed, searchable by amount, supplier, date or keyword. The client finds any document in seconds. Audits become a formality.
- Full-text indexing on every document's content
- Quick filters: date, amount, supplier, type, status
- Selective export for audit or fiscal control
- Configurable retention, GDPR-compliant
< 200ms
Search time
All
Indexed documents
Yes
Audit ready
electro invoice april142ms
3 results
INV-2024-0421 · ELECTRO SRL
2,490 € · 14.04.2024
INV-2024-0398 · ELECTRO SRL
1,640 € · 02.04.2024
INV-2024-0376 · ELECTRO SRL
630 € · 28.03.2024
03 · INTELLIGENCENew
Business intelligence and automatic reports
Spend by category, top suppliers, unpaid invoices, cash flow forecasts — reports generated automatically from processed documents. An extra advisory service, with no extra work on your side.
- Live dashboard updated with every new document
- Top suppliers, top categories, monthly trend
- Unpaid invoices with due-date alerts
- Branded PDF export for client meetings
12+ presets
Reports
Real-time
Refresh
Per client
Customisation
April 2024 expenses
17,484 EUR
Materials6,480 EUR
Services4,820 EUR
Utilities2,560 EUR
Payroll3,624 EUR
04 · FORECAST
Cash flow forecasts
Based on recurring invoices, payment terms and history, the platform generates cash flow forecasts and alerts for upcoming payments — a valuable tool for advising clients financially.
- 30/60/90-day cash flow forecast
- Automatic detection of recurring invoices
- Alerts for large or unexpected payments
- "What-if" scenarios for proactive advisory
94%
Forecast accuracy
90 days
Horizon
Email + SMS
Alerts
Cash flow forecast · 30 days
Tax payment · 25 April
−2,840 €Client receipt · 28 April
+4,500 €Payroll · 5 May
−3,624 €THE CLIENT EXPERIENCE, STEP BY STEP
What a month looks like for your client.
02
See real-time status
Processed ✓ · In validation · Recorded in SAGA. No client ever asks "did you receive it?" again.
03
Receive proactive alerts
Invoice about to expire, upcoming tax payment, anomaly detected — directly in the portal or by email.
04
Read monthly reports
Dashboard with the month's expenses, top suppliers, cash forecast — generated automatically, branded as your firm.
WHY THIS MATTERS FOR YOUR FIRM
You're not just selling accounting. You're selling a digital experience.
Your competitors still send Excel files by email. You offer a modern portal, BI reports and cash flow forecasts — under your brand. That differentiation justifies a higher fee and reduces churn.
- Higher fees — you're selling software + services
- Higher retention — the client has data and habits inside your platform
- Organic referrals — clients promote your portal themselves
"Clients now call me to ask about the cash flow forecast, not to complain that I forgot an invoice. The relationship has changed completely."
+30%
average fee
−65%
time per client
3×
client retention
KEEP EXPLORING
Related pages to help you decide
DEMO FOR YOUR FIRM
Want to see how it simplifies your work?
We'll show you how we cut document processing time and free your team for real advisory work.
- Personalized demo for your firm's specifics
- Concrete recommendations within 24h
- Guided implementation, no internal effort
hello [at] elevioone.io +40 749 997 699
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