Tracking the usage of transaction service packages (such as storage and Typless) by individual clients is one of the key processes for successful cost management in accounting services. However, since these services are linked to the serial number of the accounting service’s database, and their clients also use that serial number in their own databases, manually tracking, recalculating, and re-invoicing these services can quickly become time-consuming, opaque, and prone to costly errors.

In practice, accounting firms often face challenges such as:

• The lack of a simple overview of service usage for each customer over a specific period,
• Time-consuming manual tracking and calculation of consumption, which takes up employees’ valuable time,
• The risk of calculation errors when dealing with large amounts of data and a large number of customers,
• Incorrectly allocated costs, leading to incorrect re-invoices and customer dissatisfaction.

With our overview of transaction service usage in the Accounting Dashboard, the system automatically provides a clear overview and accurate usage data, without any additional manual steps. This allows the accounting department to significantly speed up re-invoicing, eliminate errors, and optimize the entire process of managing subscription packages.

Quick overview of usage by customer and time period

The solution allows you to easily monitor the usage of transaction services for each individual customer database over a selected period of time (e.g., one month) in one place. Based on the collected data, the system automatically:

• Displays the exact number of transactions made for each customer,
• Provides an immediate overview of consumption trends,
• Lays the groundwork for fast and accurate invoicing.

This eliminates the need to manually search through data and ensures complete transparency in business operations.

A unified and optimized reinvoicing process

Instead of multiple steps, checks, and Excel spreadsheets, the solution provides a unified process in which:

• The accounting department can check the spending of all its clients at a glance,
• The system accurately calculates the costs that need to be reinvoiced,
• Customers receive clear and accurate invoices with details of their actual usage.

Advantages of this approach:

• Less manual work and administrative tasks for employees,
• Faster data processing, even with a larger number of customers,
• A standardized and reliable process for re-invoicing costs.

Proactive and easy ordering of new packages

Manual processes often lead to situations where customers run out of transactions in the middle of their work, causing delays. However, with advanced monitoring:

• You can monitor actual consumption in real time
• The system notifies the user before the expiration date that the data plan is about to run out
• The system enables users to order new service packages directly from the usage overview before their existing ones run out
• Customers are never left without the services they need to operate smoothly

The result is a more reliable, proactive, and professional approach to your customers.

Benefits for your organization

• Automated usage tracking directly from the Accounting Dashboard
• Less manual work and no more time-consuming calculations in Excel
• 100% accuracy in calculations, with no risk of incorrect invoices
• Simple and fast invoicing of actual costs to customers
• Order new packages with a single click directly from the overview
• Timely notifications regarding usage and prevention of service interruptions for customers
• A better user experience and greater trust from your customers
• Greater employee productivity, as employees can focus on consulting work

Who is this solution suitable for?

This solution is particularly suitable for:

• Accounting firms that offer clients advanced document management services and Typless,
• Managers of accounting firms who want to have complete control over the costs and profitability of their packages,
• Invoicing departments that want to automate and speed up the reinvoicing process,
• All organizations that manage a large number of customer databases and wish to eliminate administrative burdens and manual errors.

Key value of the solution

The solution offers more than just an overview of the numbers; it provides comprehensive optimization of the transaction service reinvoicing process.

It provides accounting services with greater efficiency, complete accuracy, lower administrative costs, reminders before expiration, and the ability to easily purchase additional services based on actual needs. Monitoring expenses via the Accounting Dashboard means: less administration, more automation, and worry-free operations for you and your clients.