"The adoption of Regate has been easy because our customers see the value in it. They can do everything within one platform."
How Eurex Strasbourg (Cap 21) has strengthened its relationship with its customers through the deployment of Regate.
For a long time, Etienne has been looking for a collaborative platform to exchange accounting documents, and a reliable accounting pre-accounting tool. The goal: to allow his clients to "focus on the development of their business". Thanks to Regate, he has achieved this goal, accelerated the firm's day-to-day operations and is also preparing his clients for electronic invoicing!
"With Regate, finding and paying vendor invoices has finally become easy and ultra-fast for our customers."
Benefits of Regate
Improve the collaboration between the accounting firm and its client
With Regate, companies and the Chartered Accountant can communicate efficiently: add comments directly on documents, integrate with Sage in real time, easily identify unpaid invoices...
Saving time on dematerialization and invoice entry was essential for Cap 21. Etienne's other objective was to support his customers' transition to electronic invoicing by allowing them to file, search and pay with Regate.
Optimize supplier payments
"Our customers sometimes struggle to keep track of all their bills and pay them on time. With Regate, it's as simple as pushing a button to make the payment. It's much more efficient than logging on to your bank's website and double-checking with your bank statement each time," explains Etienne.
"Regate needs to be the place where the customer is going to be able to manage the entire administrative side of their business."
His favorite features
Integration with Sage
"It's super comfortable to know that as soon as the invoice is validated, it integrates directly into the accounting!" With just one click, you can view the invoice associated with each accounting entry directly in Sage Generation Expert. Controls are even easier and faster.
With Regate's indexing tool, searching the entire contents of any scanned invoice is a real plus for Cap 21 customers. "They can find their suppliers' rates to prepare their inventory in seconds."
Monitoring of customer activity
With Regate, Etienne particularly appreciates being able to easily see when his customers have not submitted invoices for some time and therefore need to be reminded to avoid a complicated end of month.
"Typically, with other tools, we don't get feedback and it's really unbearable. So, I really appreciate the relationship we have with Regate."
The impact of Regate
in a few figures
of time saved by the firm's teams
key actions: deposit, consult and pay purchase invoices
searchable invoice content