"Thanks to Regate, I am serene again and can finally enjoy my free time."
How Christophe Dumont saves 40% of his time and increases customer loyalty with Regate
Focused mainly on accounting production and often overwhelmed, Christophe Dumont, a certified public accountant, was looking for a solution to gain in productivity. Regate allowed him to regain control of his files and their progress. And to rediscover the notion of free time!
"My clients love being able to photograph their expense receipts with the Regate mobile app: quick, easy, no loss. And I get it all back, properly processed in Regate."
Benefits of Regate
Save time on management
Not only does Christophe save a lot of time thanks to the automation of invoice processing and the accounting rules he has set up in Regate, but he can now work on these files from anywhere, even on the train.
Improve the collaboration between the company and the accountant
The automatic collection and processing of invoices has allowed Christophe to refocus on the essentials when he visits customers: from now on, the objective is to be more available to provide strategic advice.
Make accounting more reliable
"Like any good accountant, I am rigorous and a little fussy on certain points: with Regate, I can, for example, set up the writing lines as I want. This is an important point for me" , says Christophe.
"Regate also allows me to better retain my customers, thanks to a very comprehensive solution. And I still have things to discover!"
His favorite features
The dashboard
It is very important on a daily basis, and allows you to identify at a glance which file to work on first. You just have to "hide the companies without tasks" to display only the accounts to be updated.
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Automatic character recognition
After several inconclusive tests of automatic character recognition tools, Christophe was logically suspicious of Regate's. But he was immediately won over: the reliability of the processing allows him to move forward much faster, with little or no control required. But he was immediately won over: the reliability of the processing allows him to move forward much faster, with little or no control required.
Parameterization and rules
Christophe has also saved a lot of time with the customization of the writing lines: he no longer needs to check each line, but just validates at a glance, thanks to a reliable OCR, and automatic rules. "My files are clean, systematically," he says.
"It's more than just time saved, it's real security. I don't have to go back and do it myself.
The impact of Regate
in a few figures
40 %
time savings with Regate
90 %
of the firm's corporate clients on Regate
0
paper or stack of binders
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