- Background
In the world of business, maintaining a clear financial oversight and promptly adapting to changes is crucial. We understand that our clients engage with various banks, and we aim to assist them in streamlining this process for enhanced efficiency and convenience.
1. Development of a bank statement processing service
Clients execute payments through banks in diverse statement formats. Our programmers have devised services capable of handling all these formats! How does it work? We run the statements through our innovative systems, automatically transmitting them to PlanFix for further processing.
2. Decrease client payment loss risks
Our system can identify transactions and counterparties linked to each payment. Consequently, information is automatically recorded in PlanFix, simplifying payment tracking.
1. Set up automatic payment information processing
With PlanFix, you can now automatically process transactions at various stages. If a transaction is pending payment, it will transition to the "paid" stage once the required amount is received.
2. Customer payment status notifications
Clients can now receive automated notifications confirming payment acceptance
1. Convenience
Employees will no longer need to sift through all transactions to identify which one received payment.
2. Time savings
All payment information is also pulled into reports, saving clients' time and streamlining employee tasks. No longer will there be a need to spend time matching payments to transactions. It all occurs automatically, without unnecessary hassle!
Operational efficiency through process automation and organized task management, queries are resolved much faster. Place your trust in our technologies, and witness the enhancement of your business's success!
- The goals
1. Development of a bank statement processing service
Clients execute payments through banks in diverse statement formats. Our programmers have devised services capable of handling all these formats! How does it work? We run the statements through our innovative systems, automatically transmitting them to PlanFix for further processing.
2. Decrease client payment loss risks
Our system can identify transactions and counterparties linked to each payment. Consequently, information is automatically recorded in PlanFix, simplifying payment tracking.
- Solution
1. Set up automatic payment information processing
With PlanFix, you can now automatically process transactions at various stages. If a transaction is pending payment, it will transition to the "paid" stage once the required amount is received.
2. Customer payment status notifications
Clients can now receive automated notifications confirming payment acceptance
- Result
1. Convenience
Employees will no longer need to sift through all transactions to identify which one received payment.
2. Time savings
All payment information is also pulled into reports, saving clients' time and streamlining employee tasks. No longer will there be a need to spend time matching payments to transactions. It all occurs automatically, without unnecessary hassle!
Operational efficiency through process automation and organized task management, queries are resolved much faster. Place your trust in our technologies, and witness the enhancement of your business's success!