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Your clients' documents, ready to post.
Invoices arrive in Fidly, AI suggests the coding, you validate. The entries go to your accounting software, with no re-keying.
From document to entry, with no re-keying.
Fidly reads each document, suggests the account, VAT code and journal from your chart of accounts, and lets you validate in one click.
Document reading
Amounts, dates, number and supplier read from every invoice.
Suggested coding
Account and VAT code suggested from your chart of accounts and the file's history.
Duplicates filtered out
Duplicate documents are detected before export.
Synchronisation
Third parties, journals, accounts and VAT codes taken from your accounting software.
Four steps, from document to export.
Documents arrive
Uploaded by your clients via Fidly or Fidly Link, or added by the firm.
Fidly suggests
Third party, account, VAT code and journal, with split lines.
You validate
Document by document or in batches; hold and labels for anything that needs another look.
Export
Validated entries go to your accounting software, with your journals' numbering.
What the module covers, point by point.
Documents
Coding
Accounting software
Periods and settings
Your clients choose how involved they are.
Nothing, or Fidly Link
You add the documents yourself, or your clients upload them via Fidly Link, the version that connects them only to you.
Business space
Clients who invoice in Fidly approve their invoices, and they arrive straight in your pre-accounting.
Questions about the Pre-accounting module.
A question about Fidly, its features or getting set up? I'm here to advise and support you.