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    HOW IT WORKS — THE FULL JOURNEY

    From the client's first email to closing the month in 5 days.

    See how a whole client portfolio feeds the platform, how AI cleans and clarifies, how clients self-serve — and how your team closes the month without overtime.

    Close the month in 5–7 daysStop chasing documents by phoneClients serve themselves

    WHAT YOU GET AT THE END

    The month closes in the first week, with no overtime.

    Closed by day 5

    Entries are in the accounting software before other firms have even finished manual data entry.

    Hours freed up for advisory

    Operators no longer re-key — they validate. Time saved turns into higher-margin work.

    Zero calls chasing documents

    The client gets the missing-items list automatically every week. No more waiting, no more pushing.

    SEE HOW YOU GET THERE

    Scroll through the 5 acts below — from the client cloud to export.

    ACT 1 · Your portfolio, one single intake point

    Dozens of firms deliver documents through three channels.

    LLCs, sole traders and corporations in your portfolio send invoices, receipts, contracts and statements through a dedicated email, a web portal or a mobile app. They all land in the same structured inbox.

    LLC
    Sole trader
    Corp
    LLC
    Sole trader
    Corp
    LLC
    Sole trader
    Corp
    LLC
    Sole trader
    Corp

    Dozens of firms in your portfolio · delivering through 3 channels

    INTAKE CHANNELS

    Dedicated email

    invoices@your-firm.ai

    Web portal

    Drag & drop, branded

    Mobile app

    Photo straight from the till

    All channels land in the same unified inbox, organised per client.

    KEEP EXPLORING

    Related pages to help you decide

    Features

    Everything the platform does — collection, AI, validation, export, dashboard.

    See page

    Integrations

    Native connectors for SAGA, WinMentor, Pluriva, SAP — plus open standards.

    See page

    Security

    EU data residency, GDPR, full audit trail on every document.

    See page

    SEE THE FULL FLOW

    Let us walk you through the entire flow

    We go through every step together — from upload to accounting export. 30 minutes, no slides, just the product.

    • End-to-end walkthrough on your real case
    • See how it connects with your software
    • Implementation plan in 5–7 business days
    hello [at] elevioone.io +40 749 997 699
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