Features

Income and expense table

Fully customizable sales and expenses table.

Advanced filtering

Filter the expenses and sales table by any attribute: employee, customer, value, dates, type, tag, paid/unpaid, etc. You can find every possible group of expenses or sales documents in your company.

Quick preview

Quick view of all invoices: sales and costs.

Multi Company

If you run your business using more than one entity, you can include all companies, business activities, etc. in one panel to manage the finances of individual entities.

Counting tables

Fast preview window of table summing– you can always see what net / gross values have the table you just filtered.

Financial forecasts

Forecasting sales in the form of invoices to be issued for the next months or other time periods.

Cross-section of organisation profitability

Reporting of costs and revenues at different levels of granularity: from profitability, profitability, cost level of a single employee, through projects, company departments, company clients, up to the whole company.

Financial efficiency of projects

Department and project managers have a complete overview of costs and revenues for each project. This way you know how profitable each project, client and department is.

Circulation of documents

Full control over document flow– you define which manager has the right to accept documents and costs of other employees, departments or a specific project.

Controlling roles and permissions

Full control of access rights to financial documents, reports and analyses– you can define which projects, departments and employees a given system user has access to.

Automatic e-mails

Automatic sending of payment reminder e-mails to customers. Define and personalize the debt collection emails and notifications to the clients. In Reveltio you can set up whole debt collection sequences and processes which then take place automatically.

Integration with accounting

You do not need to send sales and cost documents to accounting– all documents are downloadable as packages from the system level. Your accounting department always knows the status of sales and costs.

Cost attribution

Split individual cost invoices and assign items to different projects, so you can accurately calculate the profitability of individual projects and departments.

Reveltio system functionalities

Revenue management

Reveltio allows you to forecast which invoices, when and for how much money your company will issue in the future. This is very important from the point of view of your company cashflow management. Every person, project or department that generates sales is forecasted in Reveltio, so you know what the future of your company’s revenues looks like.

In Reveltio you define when to make sales forecast, who is responsible for which project or department.

Relevant people will receive a notification from the system when the forecasted deal must be transformed into actual sales and an invoice must be issued.

Costs management

Thanks to Reveltio you always know what are your expenses for the next weeks or even months. Reveltio introduces to project’s financial management the principle of forecasting– it means that each potential cost which can occur within a project is forecasted as an entry in the system to which payment and corresponding accounting document is then made. Such a process allows for further automation of processes in the company, such as transferring documents to accounting or reporting project profitability.

Company expenditures can be accepted by supervisors of individual employees, financial director or other person responsible for finances. Reveltio collects cost invoices in one place so that none is ever lost and to eliminate the need to ask contractors for documents duplicates etc.

What is very important is that Reveltio imposes some reporting discipline on your employees so you can be sure what is happening with particular documents and what costs are actually incurred.

In this way we eliminate situations when there are no receipts missing for credit or ATM cards and all other types of payments (card, bank transfer, cash, fast transfer) are assigned to appropriate accounting documents.

The combination of management of costs and sales of the company provides a basis for forecasting of profitability of projects, departments and the entire organization.

Reporting and analytics

Reports panel will become your new command center. You can get rid of excel sheets, piles of paper and e-mails, because you have all the information about costs, sales, departments profitability, projects profitability etc. in one place. Thanks to various methods of generating reports and charts from any period of time and company areas, you always know where you stand and how financially efficient your company is.

Handling late payments and pre-collection

The most unpleasant activity in your business has just been automated. As Reveltio system knows which invoices are overdue it can take care of monitoring payments automatically. You can personalize the debt collection messages as you like. What is important, Reveltio debt collection system informs not only your customers but also your company employees who are responsible for invoice processing about past due invoices. Thanks to this everyone: the company owner, employee, customer is informed and motivated to maintain the timely payment of sales invoices.

Automatyzacja obiegu dokumentów finansowych z Reveltio

Automation of document workflow

Reveltio allows you to design sales and invoice document workflow tailored to the needs of your company. Thanks to each invoice “knows” who should receive it when and who should accept it, book it, or when to issue which invoice to which customer.

Defining dictionaries and system personalisation

The system allows you to personalize processes in your company to a large extent, define your own values for important variables, or create dictionaries that function in your company. You can define the parameters of reported documents, rates, cost types, teams and departments, or tags, by which you can browse the history of your company’s finances.