Numarics

Features Numarics

Normally, you dont have to reinvent the wheel.
But if you want to revolutionize the trust company sector in Switzerland from the ground up, then you have to.
Numarics is the innovative end-to-end financial management solution that combines leading expert knowledge with artificial intelligence.
This unique symbiosis creates an all-in-one accounting and administration application that is powerful, reliable, secure and award-winning.
DashboardFinancials and forecasts are presented in a clear dashboard.
This makes it possible to see at a glance how business is going.
DocuBox The integrated document management system DocuBox, which is connected to the entire Numarics ecosystem, enables digital storage and management of documents.
Full-text search with OCR , which can also be applied to scans and images, makes finding documents easier than ever before.
CRM With the sophisticated CRM module, contacts, customers and suppliers can be managed and invoices can be issued directly to specific individuals or companies.
Invoices sent to these contacts are automatically posted, visible to all team members and operators, and appear in the financial reports.
Existing contacts from other CRM systems can be imported with just a few clicks.
Products and servicesAll information about products and services can be recorded in the app.
This includes descriptions, item prices, discounts, images, additional attachments and different variants of items.
Created items can be added directly to invoices, which simplifies and speeds up invoicing, and reduces errors.
Invoices issued for each item are listed in a separate tab, which helps to keep accurate overview of your operations.
InvoicesInvoices can be sent directly from the application to the contacts stored in the CRM.
Item information that has already been entered is automatically transferred to the invoice and can be manually adjusted if required.
In the event of late payment, reminders can be sent with just a few clicks.
Manage teamTeam members can be invited into the company space and assigned different levels of access.
Simple onboardingThrough the connection to Zefix, company data can be filled-in automatically.
This makes the registration process particularly fast.