SaldeoSMARTWhat it does great
- Automates the document workflow
- Processes invoices and costs
- Supports accounting and KSeF
- Keeps settlements in order
- Issuing invoices
SaldeoSMART integration
SaldeoSMART keeps your documents in order. Administy turns them into financial decisions.
Administy pulls data from SaldeoSMART, combines it with payments, banks, costs and projects, and then shows real cash flow, payment risks, project margin and the actions worth running automatically.
Simple integrationData pulled automaticallyData in the EU, GDPR compliant
SaldeoSMARTDocument workflow
Administyfinance layerapp.administy.pl/sales-invoices
Context
Why do you need Administy if you already have SaldeoSMART?
SaldeoSMART helps you organise documents and accounting processes. Administy helps you understand what that data means for the company's liquidity, costs and results.
AdministyFills in what is missing- Automated collections
- Cash flow and inflow forecast
- Counterparty scoring
- Automatic payment matching
- Project profitability
What you gain
What you gain by connecting both systems. Concrete results, not reports.
Connect SaldeoSMART to Administy and see which payments are at risk, when the money will actually reach your account, which costs will exceed the budget and which projects really make money.
01
Automated collections
The system keeps track of payment due dates itself, sends e-mail and SMS reminders and escalates cases according to the scenario you set.
02
Cash flow based on real data
Administy combines invoices, costs, bank transactions and clients' payment history to show the company's actual liquidity.
03
Counterparty scoring
The system analyses clients' payment behaviour and shows who pays steadily and who may threaten your cash flow.
04
Project profitability
Administy combines revenue, costs and team working time, showing the real margin of projects, clients and specialists.
05
Budgeting and cost forecasting
The system detects recurring costs, shows the budget and warns you when expenses start to exceed the plan.
06
BI reports and AI assistant
You build your own reports and can ask the AI assistant about payments, costs, cash flow or the company's situation.
On top of that, 25 modules that help you run the company on always up-to-date data. See the modules
Synchronisation
What flows from SaldeoSMART into Administy
SaldeoSMART remains your system for document flow. Administy pulls data from it and combines it with banks, costs and projects.
DataDirectionWhat it is used for in Administy
Invoices and documentsSaldeoSMARTAdministyData from documents organised in SaldeoSMART: business partners, amounts and payment due dates.
CostsSaldeoSMARTAdministyCost invoices feed budgets, cost categories and the expense forecast.
Business partnersSaldeoSMARTAdministyBased on documents and payments, Administy builds the history and scoring of every business partner.
Administy combines this with data from other sources
Transactions and balances from 10 banks and RevolutCost invoices from KSeFWorking time from ClickUp as a project cost
How to connect
Four steps to your first insights
You do not change the way you work with SaldeoSMART. Administy runs alongside and, from the first synchronisation, shows what is happening with your money.
- 1
Consultation and account
In a short call we agree which processes you want to put in order: receivables, cash flow, costs or projects. We set up your Administy account.
- 2
Connecting with SaldeoSMART
We connect SaldeoSMART to Administy. We go through the connection setup together during implementation.
- 3
First synchronisation
Administy pulls data from documents and starts the analysis right away: statuses, due dates, the payment history of business partners.
- 4
Banks and automations
You connect your bank accounts and switch on reminder scenarios and alerts. From then on the system works every day.
Feature overview
SaldeoSMART + Administy = your company's financial control centre
See which features you gain when you combine SaldeoSMART data with forecasting, automation, cash flow analysis and project profitability in Administy.
- Live profitability and margin
You know which projects make money. The system combines revenue, costs, working time and payments.
- Forecast project cost and margin
You react before a loss. You see whether a project will hold its planned margin.
- ClickUp integration: working time as a cost
Working time becomes a cost. Hours from ClickUp go into the project automatically.
- Contract value vs invoiced vs paid in one place
The full picture of a contract. You see the contract, invoices, payments and the amount left to settle.
- Hours remaining in the project
You control the hourly budget. You see how many hours are left in a project or retainer.
- Suggestions of top business partners per specialist
You know who generates the best margin. The system points to the most profitable relationships.
- Hourly, hybrid and monthly specialist settlement
Every working model under control. The system calculates the real cost of a specialist's work.
- Budget threat / budget overrun alerts
You protect the project margin. The system warns you when costs approach the limit.
app.administy.pl/projects
Who it is for
Who is this integration for?
SaldeoSMART + Administy works for any company that issues invoices and wants full control over its finances.
Accounting firms
You gain a layer of analysis of receivables, cash flow and client profitability.
Marketing agencies
You control client margin, team costs, retainers and late payments.
Software houses
You combine invoices, working time, specialist costs and project cash flow.
B2B service companies
You automate reminders, payment matching, budgets and cash flow monitoring.
Owners and CFOs
You see how much money will come in, how much will go out and where the risk appears.
FAQ
Got questions? We have answers.
Do I have to give up SaldeoSMART?
No. You keep using SaldeoSMART for the document workflow. Administy works alongside it as a finance layer.
What does Administy add on top of SaldeoSMART?
Administy adds collections, counterparty scoring, cash flow forecasting, payment matching, budgets, project margin, BI and AI.
Does Administy help recover receivables?
Yes. The system sends reminders, prioritises debtors and runs collection scenarios.
Will Administy show the company's real cash flow?
Yes. It analyses invoices, costs, banks, payments and the history of business partners.
Can I check the profitability of projects?
Yes. Administy combines revenue, costs, working time and payments and shows the real margin.
Is the data safe?
Yes. The integration is used to pull and analyse the data needed for financial monitoring.
Start now
Protect your company's financial liquidity today.
Turn document data into financial decisions. Leave your contact details and we will show, on your own data, what connecting SaldeoSMART to Administy changes.
Simple integrationCancel at any timeNo hidden costs