"Regate is the tool we were looking for from the beginning. It connects perfectly with Sage."
How Ecaud's employees were able to reinvest 2/3 of their time in the development of new cases.
In full expansion, the Ecaud firm had to find a solution to manage the growing number of cases without hiring any reinforcements due to a lack of budget and time. The objective: to relieve the employees. And it is Regate, in particular via automation, which allows them to apprehend this period serenely.
"Regate is like a team member who chews up our work, saves us time, and protects us from stress."
Benefits of Regate
Improve the collaboration between the company and the firm
"Doing data entry doesn't add any value for clients," Claudia explains. Thanks to Regate, the firm will be able to expand its client base, resume more regular contact with existing clients, offer new services, and no longer refuse assignments.
Save time on management
2/3 of the time saved on the files passed on Regate. As much as to say that Claudia is anxious to continue the deployment: "And I count there only the time saved on the preparation of the balance sheet with the research of the parts for example. And we still have several modules to discover!"
Deploy the solution easily
Their goal: to free up time. "We easily managed to deploy 1/4 of our files on Regate in just a few weeks. It's accurate, fast and easy to use," explains Claudia, who is eager to put the rest of her files on the platform to increase their impact.
"Regate allows us to be accountable in a timely manner, as our clients now want a 24-hour status."
His favorite features
Automatic currency converter
It's ideal for automatically managing customer charges in foreign currencies when traveling. Regate directly converts each ticket with the correct rate. "I was so happy. It's trivial, but it's a feature that saves us a lot of work."
Automatic synchronization with Sage
The fluidity of the transmission of accounting entries from Regate to Sage in real time was the first element that impressed Claudia when she started with Regate. The direct access to the invoices from Sage in one click, or the clear presentation with clean labels have finally won her over.
Automatic creation of third parties
While the platform automatically identifies known suppliers, it is also capable of detecting new suppliers and suggesting them, by autonomously creating a new supplier (or customer) file with all the relevant data.
"The goal is really to get as many files on Regate as possible, as soon as possible."
The impact of Regate
in a few figures
time saved on deployed files
of customers deployed in a few weeks
months only for the platform to master a file