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Chartered Accountant solutions

Software for Chartered Accountants: simplify life at your firm

Solutions to increase your accounting firm's productivity and efficiency

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Septeo helps accounting firms to meet their legal obligations for electronic invoicing and simplifies their accounting processes management.

Our Approach to Supporting Accounting Professionals

We focus on understanding your unique needs to offer customized, flexible solutions. This approach simplifies routine tasks and boosts productivity.

Our goal

We aim to support accounting firms and corporate finance departments with technology that enhances efficiency. Our solutions ensure the security of your equipment, documents, and processes with continuous traceability. We want to free you from repetitive tasks so you can concentrate on strategic and financial planning.

Our solutions

We provide reliable solutions that incorporate our generative AI, tailored to your needs and those of your clients.

For Accountants and Businesses, Our Solutions Include:

  • Pre-Accounting Support: Streamline pre-accounting with tools for document collection (bank/vendor connections, APIs, Windows Outlook), automatic accounting entries with over 99% accuracy, and integration with major accounting software. INGENEO also simplifies checks by verifying legality, IBAN, duplicates, and invoice dates, and centralizing data for full-text searches.
  • Electronic Invoicing: Transition smoothly to electronic invoicing with our complete, innovative solution. Choose between OD (Document Dematerialization Tool) and PDP (Public Deposit Portal) based on your needs. INGENEO integrates with your chosen accounting software for a seamless experience.
  • Client Retention: Improve client satisfaction and understanding with solutions that streamline exchanges and simplify accounting tasks, freeing up time for strategic advisory roles.
  • Accounting Review Simplification: Enhance verification and validation processes to improve data quality, reduce costs, and increase client satisfaction.
  • Streamlined Communication: Use integrated tools to simplify and enhance communication with clients, boosting trust and loyalty. 

Septeo equips accountants and businesses with innovative solutions to automate tasks, improving productivity and compliance.

We Support Businesses at Several Levels:

  • Capture and Digitization: simplify processing of documents (invoices, contracts) to speed up management and integration into accounting.
  • Ventes : contrôlez la conformité de vos documents et factures de manière automatique, afin de les convertir aux formats officiels.
  • Sales: automatically ensure document and invoice compliance, converting them to official formats.
  • Purchasing: streamline purchasing with an intuitive workflow for managing suppliers, tracking orders, and handling payments.
  • Accounting Integration: automate accounting entries with secure generative AI, providing real-time invoice tracking.
  • Consultation and Archiving: automatically archive and access documents in various formats with our electronic management solution. Full-text search and real-time multi-criteria searching make archive management easier.
  • Security and Compliance: ensure advanced security and compliance by hosting documents in France, adhering to GDPR, electronic signatures, legal validity, PAF, ISO 27001, and SecNumCloud standards.

The Result

Our tailored approach simplifies routine tasks for accountants and businesses, increasing productivity. Our innovative solutions meet your specific needs, supporting a smooth and effective evolution.

+700 accounting firms trust us

“Au-delà d’une aide à l’estimation, le rapport CityScan délivré par les solutions Immobilier du groupe Septeo nous permet de rassurer un futur acquéreur sur les qualités d’un emplacement immobilier.”
Benjamin MONDOU
Agence Lafage Transactions
Century 21
Agence Lafage Transactions
Century 21
“J’utilise CityScan du groupe Septeo en support tout au long du cycle. Il me permet de répondre rapidement à des objections en visite, mais aussi tout au long du cycle de transaction : depuis la prise de contact vendeur jusqu’au closing de la vente. CityScan est outil fort sur lequel je peux m’appuyer au moment du rendez-vous d’estimation et la preuve de mon expertise.”
Henri PERRET
Laforêt Marseille 7ème
Laforêt Marseille 7ème
“J’utilise les solutions de Softouest devenu Septeo solutions les commissaires de justice depuis de nombreuses années. J’apprécie la pertinence de leurs produits mais aussi la qualité d’écoute et d’adaptation de leurs équipes pour répondre à des besoins plus spécifiques. Soolus est une application à l’esthétique moderne et renouvelée sans renier l’exigence de sécurité et de fiabilité.”
Maître MERARD
Alexandre et associés
Alexandre et associés
“Septeo solutions pour commissaires de justice. Une équipe compétente, professionnelle et très réactive sur tous les plans : technique, juridique et comptable. Merci aux équipes qui nous réservent toujours un accueil chaleureux.”
Eric CHEVALIER
Elit Azur
Elit Azur
A very good software that is efficient, fast and user-friendly.
Audrey LORET
PIGNOLET & ASSOCIES
Very good service provider in dematerialization who supports us favorably and efficiently on these subjects.
Maryse MOISE
Chartered Accountant
COGESTEAM
Septeo solutions for Chartered Accountants is simply an incredible team and an excellent tool adapted to the needs of chartered accountants!
Sébastien MONCLUS
Chartered Accountant
LR AUDIT
Septeo's solutions for chartered accountants offer a range of tools that allows the firm to reduce time-consuming data entry tasks and focus more on client support.
Cyril GAUTHIER
Chartered Accountant
Fizencia
Septeo solutions for chartered accountants is a turnkey solution that facilitates exchanges with clients. It is easy to implement thanks to a responsive and attentive support service.
Patricia BONNIOL
Chartered Accountant
BONNIOL Conseil
Septeo solutions for chartered accountants means simplicity and speed of use!
Pascal GUICHERD
President
Groupe MG
We are very satisfied with Septeo's solution for chartered accountants and especially with the efficient Hot Line support that allowed all employees to go through this change much more calmly.
Stéphanie ROBLOT
Commercial director
SOMOBA

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