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Ingeneo: the software to dematerialize your client accounting documents

Documents' dematerialization ensures greater data security and promotes fluid and rapid communication between the firm and its clients.
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How can INGENEO help you?

Simplifying processes

Simplify many processes by eliminating time-consuming tasks such as collecting, entering, filing, and manually storing paper documents.

Increase productivity

Digitizing documents can help improve productivity by reducing the time needed to complete certain tasks.

Facilitating access to data

Facilitate access to data by making it accessible at any time and from any location.

Traceability of actions

Control processes, monitor actions performed and thus improve the security and reliability of data through dematerialization.

5 key functionalities for the successful dematerialization of documents

For more than 10 years, INGENEO has been supporting accounting firms in the dematerialization and automation of their accounting processes.

Automatic collection of client documents

INGENEO offers a multitude of automatic and semi-automatic collection channels that adapt to the deposit habits of your clients.

  • Liaison banks and suppliers
  • Partner APIs
  • Dedicated email
  • Mobile app
  • Copier, scanner, demat'box
  • Dedicated client area
  • Windows and Outlook connectors
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Archiving, filing and consulting documents

Simplify the life of your firm by centralizing all client documents on a single platform:

  • Access data at any time thanks to a full web solution
  • 100% French data hosting with the SecNumCloud label, which guarantees the highest level of security
  • Full Text Search
  • Digital filing cabinets for documents by quotes, contracts, delivery notes, etc.

Electronic validation and signature circuit

Provide your clients with validation circuits with stamping and electronic signature. Thus, the monitoring and traceability of their documents is simplified.

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Dedicated client area

INGENEO provides each firm's client with a dedicated client area for filing, searching and consulting their accounting documents. A real digital showcase of the firm that can be completely customized.

A complete solution for processing invoices

INGENEO offers complete processing of all client documents. Once the documents are dematerialized, key information such as the amount, date and supplier are automatically extracted. A purchase log is generated to be exported to your production software.

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Discover how INGENEO helps you dematerialize your client documents

All features

  • Collection of 100% of client documents
  • Automatic entry of accounting entries
  • Conformity checks
  • Electronic archiving
  • Automatic accounting export
  • Validation circuit
  • Electronic signature
  • Search for full text documents
  • Dashboard with monitoring of key indicators

Our technological partners

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Our technology partners

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What is INGENEO used for?

The Septeo Group teams support Chartered Accountants in meeting the challenges of their profession. Ingeneo simplifies your clients' accounting by automating the collection of purchase invoices and expense reports, as well as their entry.

By eliminating manual tasks that monopolize your employees' attention, you offer a more comfortable working environment and more time to support your clients.

How does INGENEO work?

Ingeneo offers multiple ways for clients to quickly and easily send their accounting documents, including a mobile app, dedicated email, and connectors.

Key information like amount, date, and supplier is automatically extracted, and a purchase log is created for export to your production software. Ingeneo is compatible with 98% of accounting and business software on the market. This secure, 100% cloud-based solution, hosted in France, is ideal for firms wanting to stand out, increase productivity, and offer value-added services.

In short, Ingeneo fully automates accounting document processing to meet the needs of the accounting industry.

If I have any questions, who can I contact?

We offer fully customized support to help you implement the solution in your firm and with your clients. You will benefit from a dedicated consultant and continuous support with regular follow-up points to ensure that our solutions continue to meet your needs.

In addition, we provide our clients with an e-learning platform so that they can continuously learn how to use our solutions and improve their expertise.

Our customer service is located in France.

Where is my data stored?

All your data is hosted in France with the SecNumCloud label which guarantees the highest level of security.

And tomorrow with electronic invoicing?

Ingeneo is proud to announce its positioning as a Partner Dematerialization Platform (PDP), offering productivity-creating solutions for accounting firms. The INGENEO solution will allow our customers to benefit from the PDP offer in the native offer, preparing them for the arrival of electronic invoicing in 2026.

Request a demo

Discover our solution during a private and free demonstration with one of our business consultants.