Crediwire structures and analyzes your customers financial data from the most common ERP-systems in order for you to obtain direct insight within your customers finances. We believe that more knowledge creates better decisions and ultimately stronger businesses.
We hand you three reasons to use Crediwire:
1)You want to save time
2)You want to sell more
3)You want to help your customersWe standardize your customers financial data for you to avoid time-consuming interim accounts. All data can be shared directly in realtime for you to increase effectivity and offer even better counselling to create more value for your customers.
It is easy to add extra companies to your user. Below the tab ”connections” you can add a new connection – follow the steps in our guide. It can be a time-consuming process to create different customers, and therefore we offer you help through our support, whenever you need it.
Crediwire will only work if your customers are connected to a digital ERP-system. It is an asset for most companies to have digital ERP-systems. When your customers have a digitalERP-system they will be able to use Crediwire. See our list of integrations.
We have made simple three steps for you to follow:
1)Choose the company and download the template ”budget”
2)Choose a startpoint for the budget and what yearly growth you want to see
3)The budget can be downloaded as an Excel-file for you to adjust continually and compare with the realized numbers.
When the report is finished, and you have been examining the numbers, you will be able to share directly withyour customer. Below the tab ”client report” push the slider towards ”all reports”. Fill in the name and mail of the customer. You can choose to send the report as an autogenerated message or copy the link to the report and share it in a mail.
You can create and share reports as you wish. When a company’s board need a simple visual overview upon the finances you will be able to create a new report below the tab ”connections” or below the individual profile among ”client report”.
When you create a company you will be in charge of the rights and decide access gateways. You can always control sharings below the tab ”connections”/”shared”. Here you will be able to add new connections e.g. your bank or accountant, and you can remove and change rights for those you share with.
We collect and structure your customers financial data for you to avoid extraction from multiple ERP-systems.You get a direct insight within the figures below the tab ”raw balance” to check up on possible discrepancies. You can always contact us if you have further questions.
– I see Crediwire as a tool for dialogue between accountant and the SME who needs continual advice but also as a great opportunity for detailed and sufficient reporting at eye level with other interests.
Jonas Bødker-Iversen, authorised accountant and partner at Kvist & Jensen.