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    Autonomous Management · Cost and operations

    Autonomous Customer and Supplier Management

    Factorbooks brings the commercial, financial and operational details of your customers and suppliers into one structure. Payables, receivables, advances, due dates and open orders are shown in real time at current exchange rates. You make collections and payments from the same screen and the movements match on their own.

    Works in every package together with the related module.

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    How it differs from other ERPs

    The same work, done two different ways.

    In other ERPs

    • Customer and supplier records are kept apart, so the same company can be opened twice.
    • Balances, due dates and orders are pulled together from different reports.
    • To record a collection or payment, you leave the account screen for another one.
    • Tax ID, company name and IBAN are typed in by hand and mistakes can slip through.
    • Account movements are matched against the statement by hand.

    In Factorbooks

    • Customers and suppliers are managed together under one tax ID.
    • Payables, receivables, advances, overdue days, average maturity and order balances show in real time.
    • Collections and payments are made directly from tabs on the CRM screen.
    • Tax ID, company name, IBAN and e-Invoice status are checked.
    • Movements match on their own through the Autonomous Smart Matching System.

    What happens when you add a new customer and receive a payment?

    You started working with a new company and its first payment has arrived.

    1. Identity is checked

      The tax ID and company name are verified and the e-Invoice status is checked.

    2. Bank details are checked

      The company’s bank accounts are added and the IBAN is checked.

    3. The collection is entered from CRM

      You record the collection directly from the Collections tab on the customer’s CRM screen.

    4. The movement matches

      The Autonomous Smart Matching System matches the collection to the right account record.

    5. The status updates

      Balance, overdue amount, average maturity and charts refresh right away.

    Which work runs autonomously?

    You enter the record; Factorbooks does the work below for you.

    Real-time financial position

    Payables, receivables and advances
    Payables, receivables and advances received and given show in real time at current exchange rates.
    Due date tracking
    Overdue balance, days overdue and average maturity are tracked.
    Orders not yet invoiced
    Totals and remaining balances of sales and purchase orders not yet invoiced are followed.
    Visual analysis
    Collection, payment and profit or loss charts are shown with upcoming transactions.

    360° CRM screen

    Everything on one screen
    Financial details, collections, payments, guarantees, account summary, statement, matching and orders are on one screen.
    Collections and payments from CRM
    Transactions are made directly from the Collections and Payments tabs.
    From transaction to CRM
    From any transaction you can go straight to the CRM screen of the customer or supplier.
    Autonomous Smart Matching
    Financial movements and account records match on their own by defined rules.

    Accurate records

    One tax ID
    Customers and suppliers are linked under one tax ID, which prevents duplicate records.
    Tax ID and name check
    The tax ID and company name are verified.
    e-Invoice status check
    e-Invoice status is checked in real time and transactions follow it.
    Several bank accounts and IBAN
    More than one bank account can be added and the IBAN is checked to lower the risk of a wrong account.

    Order and logistics

    Categories
    Customers and suppliers are grouped into main and sub-categories and managed by segment.
    Delivery addresses
    Delivery addresses are set up and managed from the related transactions.

    What it gives your business

    • Real-time financial viewPayables, receivables, advances, due dates and order balances on one screen.
    • Better cash planningOverdue and average maturity figures strengthen collection and payment planning.
    • Fewer screen changesCollections and payments are made from the CRM screen.
    • Lower error riskIBAN, tax ID, company name and e-Invoice checks stop transactions with wrong details.
    • One recordOne tax ID prevents duplicate records and messy data.
    • Strong decision supportCharts and upcoming transactions show risks and opportunities early.
    • Traceable account movementsAccount summaries, statements and matching records make reviews easier.
    • Less manual checkingSmart matching links movements that fit the rules on its own.

    The Factorbooks approach

    In Factorbooks, customer and supplier management is more than viewing account details. Commercial relationships, financial obligations, orders, collections and payments are managed as one connected whole. Checks and matching happen on their own.

    Modules where this runs

    The autonomous process described here runs inside the catalog modules below.

    Frequently asked questions

    Can the same company be both a customer and a supplier?

    Yes. Customers and suppliers are linked under one tax ID and managed together. You do not need two separate records for the same company.

    How are foreign currency balances shown?

    Payables, receivables and advances are calculated at current exchange rates and shown in real time.

    How does it reduce the risk of paying to a wrong IBAN?

    The IBAN is checked when a bank account is added, which lowers the risk of using a wrong bank account.

    Other autonomous modules

    All autonomous modules

    See it with your own data

    We will set the scope and the package together, based on your transaction volume.

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    If you are evaluating Factorbooks or would like more information, fill in the form and we will route your request to the right team.

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