Automate Your Bookkeeping and Accounting Business
A specialised solution built over Dynamics 365 to take care of your all bookkeeping queries at runtime and effectively manage client relationships for better customer experiences and accelerate your business growth using intelligent customer insights and process automation.
Financial services automation with proAutomate, a specialised solution built over Dynamics 365 to take care of your all bookkeeping queries at runtime. In today’s competitive financial services market, effectively managing client relationships is critical to growth and profitability. proAutomate can build strong customer experiences and accelerate your business growth using intelligent customer insights and process automation.
Fast track and automated case management with proAutomate
Features for more efficient accounting business
- Case Automation
- Account Management
- Activity Management
- Automated Document Management
- Dashboard Management
With proAutomate, you can easily create, manage and track activities for effective bookkeeping services. proAutomate can autogenerate cases with incoming emails on a dedicated email inbox, and attachments are automatically stored at centralised storage in a proper folder structure.
Automated Case Generation
For automated case generation, the system assigns the cases based on the client’s domain from incoming emails in the inbox. Each case is assigned with a unique case number for easy tracking. You can also generate the cases manually with the ability to track the progress of each case easily. The generated case enters a queue that your team will track see the list of assigned tasks against the cases.
Reminders and Notifications
proAutomate sends automatic notifications that reminds assigned Account Manager, if the case has not already been started. If any further documents are required, Account Manager can inform the customer.
Any unresolved case can be assigned to a supervisor if the Account Manager is able to resolve the case.
Automated Storage
Any attachments received with incoming emails are automatically stored in centralised storage.
Manage Accounts
Easily create, and manage client accounts and track the number of cases against each client. You can define primary contacts for each account. If an Account isn’t already in the system, you can easily generate the new Account with an easy sign-up form. You can describe each business with the following filterable details:
- Industry
- Number of Employees
- Turnover per annum
Assign Contacts Against an Account
Add multiple contacts to each Account using a simple user interface. Differentiate each contact with:
- Job Title
- Contact Number
- Email Address
View Timeline of Activities
View timeline of activities and any actions taken against each case. Each activity is stored and reflected automatically.
Activities and Task Management
Assign cases to your team members. Each team member will be able to see their tasks in the Activities tab. Various tasks are generated against the case, for example, taking some action before closing the case, emailing about updates on the case, or setting up a Teams meeting.
Activities Management
You get access to customisable activities management view, that shows information about the business, and its case(s). Account Managers will be able to see activities related to different cases, such as Appointments and Emails (emails against each case).
Calendar View of All Appointments
Calendar view of all the appointments. Once the appointment is added related to case, it will reflect in Activities and synchronise with Outlook Calendar.
Task Filtering
Accounts Managers can filter out which emails have been read or not read from Activities by selecting an account from the list.
Automated Document Management
proAutomate provides access to all the documents shared by the customer that are stored automatically. The documents can be stored in SharePoint, OneDrive or DropBox. For each customer, a separate folder is created automatically. proAutomate can also build sub-folders, based on dates. proAutomate can also generate documents in a separate folder for each task.
Dashboards for Account Managers
Every account manager can see progress of the cases. Supervisors and C-Level executives can also access the dashboard. The dashboard can provide overview of pending cases, or cases with no progress.
The dashboard also provides an overview of overall progress of all the cases, and provides details relevant to the cases.
Access Documents
The dashboards also allows access to documents shared against all cases.
Helping Businesses in Automation and Modernisation
proAutomate has helped many of our clients in achieving their modernisation and automation goals in a very short period of time. Modern businesses without automated tools and software are not efficient in their growth.
We help our clients in transformation, modernisation and automation, enabling them achieve more productivity and efficiency.
The team of experts at proweb helped our clients stay organised and enabled us to deliver same-day processing, helped us increase our customers’ available free time, lower overall processing costs, and improve the speed, accuracy and availability of critical company reports and results.
AZ & Partners’ business is built on the principle of helping customers fast track the automation and modernisation of their bookkeeping and accounts processing. Using proAutomate, we have accelerated the growth towards our automation and modernisation goals.
- proAutomate is built on top of Dynamics 365 Customer Service
Made with Dynamics 365
Track customer issues through cases
Track all your customers’ issues through cases. proAutomate extends this functionality and automates the case generation process.
Route cases to the right channels
Enable your team to distribute tasks and cases to the right team member. Dynamics 365 helps you route your cases. proAutomate extends this feature by notifying Account Managers whenever a case is assigned.
Access Reports and Dashboards
Access dashboards and reports, powered by Dynamics 365 AI. proAutomate extends this feature by providing customised dashboards and reports.
Record all interactions related to a case
Each interaction by your team member with any case, is recorded and is reflected in the activities layout.
Create and schedule services
With Dynamics 365 CSH, you can easily create and schedule services.
Access Reports and Dashboards
Access dashboards and reports, powered by Dynamics 365 AI. proAutomate extends this feature by providing customised dashboards and reports.