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Bellize -Accounts Management Solution for Auditing Firm

quote

“We were very satisfied with the work of Cogntix on our new portal design. They are available, responsive, on-time and professional.”

Gobiraj Karunananthan

Mokanan Parthipan

CEO of Bellize

Switzerland

Recipe Lab

Bellize -Accounts Management Solution for Auditing Firm

logo
quote

“We were very satisfied with the work of Cogntix on our new portal design. They are available, responsive, on-time and professional.”

Gobiraj Karunananthan

Mokanan Parthipan

CEO of Bellize

Switzerland

Industry

Industry

Accounting

Location

Location

Switzerland

Client

Client

Mokanan Parthipan

Duration

Duration

3 weeks

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Background

Bellize - Accounts Management Solution was created to make accounting and financial request management easier for an auditing firm that serves multiple companies. In this setup, registered client companies can submit requests to send payments, and the auditing firm can review, approve, or reject these requests based on specific details like the amount, purpose, and request type. This platform also provides features to manage employee information, such as adding, updating, or suspending employee details in one place.

Before this platform, the auditing firm struggled to manage a high volume of financial requests and employee records efficiently. With our help, it transformed these processes into a secure, user-friendly platform.

Objective

The main objectives of the Bellize - Accounts Management Solution for Auditing Firm were to:

  • checkAllow the auditing firm to review, approve, or reject requests quickly, saving time and reducing paperwork.
  • checkEnable clients to easily submit requests with all necessary details, such as the amount, description, and type of request.
  • checkOnly registered companies can create requests, but they can send money to any recipient, registered or not.
  • checkProvide a single place to access employee details, manage roles, and suspend employees if needed.

Solution

We worked closely with the client team to create a simple platform that helps businesses manage financial requests. The Financial Request Processing Module allows companies to easily submit, review, and approve financial requests with all the important details, such as amounts and recipient information. This system keeps everything organized and transparent. It helps businesses track employee information and quickly change employee statuses when needed. The platform also allows businesses to prioritize requests based on urgency, ensuring fast action on important tasks.

Overall, the solution has made financial operations faster, more secure, and easier reducing manual tasks and improving transparency, so businesses can focus on their main goals.

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