Contasimple for agencies and consultancies

Designed for your customers to manage day to day
                    of your business, delegating to the manager only those more complex issues.


Cost reduction
Allow less time to process your customers' information.

Implant it to your accounting software with a single click.
Loyalty
Loyalty your customers by offering a set of useful features for your daily activity under your brand name.
Direct communication
Centralize communication with your customers through a single channel.



How does it work?

1. As an agency, you offer your clients access to the portal.
(Under the brand Contasimple or under your own brand if you prefer).




2. Your customers will perform day-to-day introducing their invoices, expenses, documents, etc on the platform ...


Accessible from web, tablet and App.



3. As an agency, you can export the invoices/tickets/documents of your clients to ERP Despachos, A3, Excel, PDF... and import them into your accounting software to calculate taxes.
(Or if you prefer to present them directly from Contasimple).

Software fiscal para asesorías





Advantages for the agency

1. Reduction of costs.

(Under the brand Contasimple, or under your own brand if you prefer).
If your agency offers Contasimple to your clients so that they introduce their invoices and expenses in the program, you save the time to do it and you only have to review the information and present the taxes.

Cost reduction with Contasimple for agencies


2. Offer your clients useful tools that will help them manage their businesses.


3. Elimination of human errors.

One of the problems that most concern the agencies is the creation of human errors by manually entering, by the staff of the agency, tickets / invoices in the system.

With Contasimple only the final customer generates enter the invoices.
Reduction of human errors in accounting


4. Better communication with customers.

You can centralize all communications with your customers through the internal ticket system of Contasimple, reducing the number of calls received.
Better communication with customers
This system will allow to manage the doubts when the agency is doing well, reducing the number of telephone calls that are received.


5. Offer mobility solutions to customers who need it.

Mobile technologies are a growing reality that will soon be essential.
Our system allows to offer the users of the agency an App for the creation of Invoices and the introduction of tickets easily and quickly.
(If the agency requires it, we can customize the mobile App and hang it under your brand.
Learn more about the Contasimple App)


6. Integration

Possibility of integrating all the information in management programs such as ERP Despachos and a3ASESOR | echo | with as well as with your intranet if necessary.
Export your customer information in Excel or PDF.
Transfer of Accounting to A3ASESOR
LogBooks for Tax Agency
Present your clients' taxes from Contasimple or from your accounting program.


7. Personalization.

Both visually and functionally and applying both to the web and the App.
Customization of invoices, delivery notes and estimates


8. Support included.

In case of doubts or problems with the program, our customer service team is at your disposal to help you, without extra costs.
Contasimple service support for agencies
9. Management tools for your clients.

With the portal for agencies, you will have the tools that will allow you to easily and efficiently manage everything related to your clients, whether they are companies or freelancers.
Image accounting application for agencies.
Accounting for agencies.



Advantages for the clients of the agency

1. Better control of your business and better visibility of your accounts.


2. In an easy way, bring the introduction of income and expenses to the day, from web or App.


3. Better communication with your manager.


4. Access to the following tools:


Why do you need Contasimple?

Discover what we can do for you.


Invoicing

Create your invoices in 10 seconds, personalize them with your logo and send them to your costumers.

Learn more

Estimates

Create your budgets in 10 seconds. Convert it on an invoice in just 1 click.

Learn more

Delivery notes

Generate customized, clear and elegant delivery notes. Impress your customers!

Learn more

Accounting

Everything you need to comply with the law and understand your business.

Learn more

Electronic signature

Upload your certificate and sign any kind of document, invoice, delivery note or estimate.

Learn more

Virtual disk

Upload your private documents and link them with your invoices or delivery notes.

Learn more

Control of expenses

Tracking and controlling expenses had never been so easy.

Learn more

Customer Management

Manage your customers and get the most out of them.

Learn more

Stock control

Manage your warehouse and control your stock.

Learn more

Time tracking

Keep track of your employee's worked hours.

Learn more

Banks

Generate receipts and bank remittances to charge your customers.

Learn more

Dropbox & Google Drive

We integrate with Dropbox and Google Drive. Each created invoice will be automatically uploaded to your account.

Learn more

Reports

With our module of reports, in a single click you can obtain the most relevant data of the state of your business.

Learn more

Global vision

With our Dashboard you will have a global vision to support the decision making of your business.
Get to know your internal processes thoroughly.

Learn more

Exports

Export in PDF and Excel all your invoices, movements, accounts, clients, ...

Learn more

Annotations

Manage your individual notes.

Support

Ask us your questions, we will be happy to help you.

And much more!

DISCOVER IT FOR FREE
AND WITHOUT COMMITMENT




Billing and accounting

Stand out from the competition by offering your customers a billing and accounting product in the cloud, under your own brand, and customized according to your needs.


Simplicity

No more waiting for your clients to bring you the accounting.
Forget about scanning or chopping your bills.
Review your accounting from the program itself.

Simplicity

Price

Price

Without high entry costs, you pay only
for customers who use it.
Or if you prefer, the customer can pay the cost of the program itself.



Other details

  • If your agency offers Contasimple Ireland to your clients so that they introduce their invoices and expenses in the program, you save the time to do it and you only have to review the information and present the taxes.
  • Every entrepreneur has to bill their own clients, and doing it with Contasimple Ireland is easier and takes less time than doing it with Word or Excel. Our studies show that the degree of acceptance of our program is much higher than that of the products of the competition thanks to its elaborate interface, designed for users without accounting knowledge.
  • The program can be customized to adapt it to the needs of the agency.
  • Possibility of contracting the mobile application or web access only.
  • Possibility of contracting the product with a white label or taking advantage of the Contasimple Ireland brand.


Register as an agency

Leave your data and we will contact you to give you more details and process your registration.

Name of the contact person:


Contact email:


Telephone contact:


Name of the agency:


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If you want to know more about the agency plan, contact us through contact form or call us at +34 932 933 806 .

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Cegid is one of the main players in business management solutions in the cloud for Finance (ERP, treasury, taxes), Human Resources (Payroll, Talent management, Time management), Accounting, Retail, Entrepreneurs and Small Businesses.

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Contasimple is a product of Grupo Primavera, a Cegid Company    C /Marina 16-18, planta 8, Torre Mapfre, 08005 Barcelona, CIF B67119594, T 932 933 806
Contasimple S.L.U. is a company registered in the Mercantile Registry of Barcelona in volume 46203, folio 76, sheet B-512849, inscription 1.