Personalized portal for customers and employees

Functionalities

| Customized Portal

Personalized portal for your customers and employees.

Offer your customers or employees a customized portal with the image of your consultancy, company or business. With Bilky you can create a professional environment where you can access documents and communications from a space adapted to your needs. own brand.

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Improve the online visibility of your consultancy thanks to a portal with a personalized link, which reinforces your digital presence.

Offer your customers an exclusive space where they can consult documentation and communicate with you, increasing trust and loyalty.

Manage and modify the design of your portal whenever you need to, adapting it to the evolution of your brand.

Our marketing team will help you in the creation and optimization of the design to make your website look professional.

Stand out from other consulting firms by offering a personalized portal and a modern digital experience for your clients.

A professional portal improves the perception of your consultancy and can help you attract new clients and grow your business.

Invoice OCR and automatic document digitization. Digitizes invoices and extracts accounting data with AI, with no limits or need for templates.

Online document management for advisory firms businesses. Store, sort and share unlimited documentation with full access control and traceability.

Integration with accounting software for advisory firms. Synchronizes invoices, entries, and accounting data with your accounting program or that of your advisory firm.

Automated accounting advisory firms for businesses. Generates accounting entries automatically, reduces errors, and gives you control over accounting.

Digital time tracking and vacation management for companies. Record hours, manage absences, and comply with labor regulations easily.

ERP for advisory firms and ERP for companies. It centralizes employees, processes, and documentation in a single collaborative ERP and automates internal management.

CRM for individuals advisory firms and CRM for companies. Manage customers, data, and business processes from a CRM integrated with the platform.

Bilky a platform that integrates with your accounting software.

One of the pillars of Bilky is its ability to integrate with the accounting software you already use in your office.

We have strengthened our integration ecosystem to facilitate the automatic transfer of information, reduce manual tasks and avoid forced migrations.

Currently, Bilky it has 47 integrations with accounting software, becoming a platform that is open, flexible, and ready to work with any advisory firm.

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