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EzzyBills

Automate your bookkeeping and approval workflows

EzzyBills + WorkflowMax

Ezzybills syncs with WorkflowMax to automate invoicing and project workflows.
EzzyBills Screen

EzzyBills Features

Invoice Data Automation

Ezzybills automates invoice data entry by extracting key information from scanned or emailed invoices. It captures details like supplier name, date, line items, and totals, and uploads them directly into your accounting system. Save time, reduce errors, and accelerate your invoicing process with seamless automation.

Approval Workflows

Ezzybills simplifies the approval process with customisable workflows. Route invoices or expenses through multiple approval stages, ensuring compliance and accountability. Approvers receive notifications, and actions are tracked for transparency. Automating approval workflows minimises delays and enhances the efficiency of your accounts payable process.

E-Invoicing

Ezzybills supports e-invoicing, enabling businesses to send and receive invoices electronically between accounting systems. This eliminates manual data entry, reduces processing time, and ensures accurate, real-time information exchange. E-invoicing enhances efficiency, improves cash flow, and complies with global e-invoicing standards.

Employee Expense Claim

Ezzybills makes employee expense claims hassle-free. Employees can submit claims by uploading receipts via the Ezzybills app, which automatically extracts and validates the data. The claims are routed for approval and synced with your accounting system, ensuring timely reimbursements and streamlined expense management.

Customer Order Portal

Ezzybills offers a Customer Ordering Portal where customers can place orders directly. The portal automatically generates invoices, streamlining the sales and invoicing process. It integrates with accounting and inventory systems, providing a seamless ordering experience and reducing manual work for your team.

Document Management

Ezzybills streamlines document management by automatically capturing, storing, and organising invoices, receipts, and other financial documents. Say goodbye to manual data entry and easily access your files through a secure, searchable platform. Integrating with accounting systems ensures all documents are available for audits, reporting, and compliance.

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How can we help you

Implementation

At Katalyst, we tailor WorkflowMax implementation to fit your business needs, ensuring a smooth transition so you can focus on running your business efficiently.

Migration

Our team specialises in migrating data to WorkflowMax, ensuring a seamless transition from legacy systems or outdated software without losing valuable information.

Training

Katalyst offers customised training programs to empower your team to confidently navigate and fully utilise WorkflowMax.

Support

Katalyst provides dedicated support to resolve any WorkflowMax-related challenges, covering everything from setup to daily operations.

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