Companyweb Add-on

Automatic Data Entry and Financial Reports via Companyweb and M-Files Integration

Are you looking for a more efficient way to manage customer and supplier information? Our new add-on offers the perfect solution! With Companyweb’s integration with M-Files, you can now automatically enter customer or supplier details based on a Belgian VAT number and easily retrieve financial reports.

Companyweb Add On failliet

What does this add-on do?

With our add-on, the manual process of entering and verifying customer or supplier data will soon be a thing of the past. The integration allows you to:

Enter data automatically

When entering a Belgian VAT number, company details such as name, address and other important information are automatically populated in M-Files

Automatic financial report retrieval

Do you want more insight into the financial situation of your customers or suppliers? The add-on makes it possible to request financial reports directly through Companyweb, without leaving the M-Files environment

Benefits of this integration

This integration offers time savings and increased efficiency by eliminating manual data entry and using up-to-date financial data. You get instant insight into the financial health of customers and suppliers, with accurate, automatically entered data. This promotes collaboration between departments and speeds up the onboarding process of new customers and suppliers, while minimising administrative errors.

By eliminating manual data entry, you save valuable time and reduce the risk of errors. This allows your teams to focus on more important tasks, such as building customer relationships or negotiating with suppliers.

By accessing real-time financial reports in Companyweb, you can make more informed decisions about your business relationships. Instantly gain insight into the financial health of a customer or supplier, enabling you to respond promptly to potential risks.

Hier is de tekst omgevormd naar de je/jou-vorm:

---

With the automatic population of customer and supplier data based on a VAT number, you are guaranteed accurate and up-to-date information. This minimises administrative errors and ensures a seamless workflow.

Financial reports are automatically retrieved and integrated into your existing M-Files system, ensuring you always have the latest financial information about your customers and suppliers at your fingertips, without extra manual steps.

Because all departments have access to the same accurate information and financial reports, sales teams, purchasing departments and finance departments can work together seamlessly, increasing the efficiency and promoting better internal communication.

Registering new customers or suppliers becomes easier than ever. With a few clicks, all relevant data are automatically populated and financial reports can be accessed, speeding up onboarding.

Why choose our add-on?

This integration is designed with usability and efficiency in mind. By leveraging the combined strengths of Companyweb and M-Files, we provide a solution that not only streamlines administrative tasks but also enhances your risk management, empowering you to make informed decisions with real-time data.

Integrations

1

Enter the Belgian VAT number of a customer or supplier.

2

Enter the Belgian VAT number of a customer or supplier.

3

Request an instant financial report via Companyweb and get insight into your customer or supplier's financial status.

Op zoek naar de juiste oplossing?

Benieuwd naar een van onze oplossingen? Of heb je zelf ideeën en wil je eens samenzitten? Neem dan contact met ons op, dan volgen we je zo snel mogelijk op

Looking for the right solution?

Curious about one of our solutions? Or do you have your own ideas and want to sit down together sometime? Contact us and we will follow up with you as soon as possible

Vragen? Shoot!

Benieuwd naar de oplossingen van Doxxi voor documentbeheer in de cloud? Laat je info achter via het formulier en we volgen zo snel mogelijk met je op.