Portal Advisor - How to manage the tax campaign
The Bilky Income module is designed to help consultancies manage the entire income campaign from a single...
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Bilky Advisor Portal: Introduction and Features
Discover Bilky's Advisor Portal and learn how to centralize customer management, documentation, and processes in a single tool.
Portal Asesor - Connector Module Presentation
Brief introduction to the Connector Module (2 min.) Discover how easy it is to work more efficiently by minimizing manual processes in your...
Portal Asesor - Factuconnect Module
Factuconnect is the tool that advisors need to offer their clients in order to receive, control, and manage...
Portal Asesor - CRM - Your personalized alerts
Manage your firm's schedule better and keep track of deadlines, expirations, etc. thanks to your CRM's personalized alerts. Keep track of deadlines,...
Advisor Portal - CRM tailored to your needs
The Asesor portal includes the ability to create a CRM fully adapted to the consultancy's needs, which you can customize and...
Connector Module (7/7) - Control and statistics
Control and Statistics (2.30 min) Discover how documents are automatically classified and where to find them, even how to handle a request in seconds....
Connector Module (6/7) - Export to the accounting software
Export to your accounting software (2 min.) Learn how to export all generated entries, including those from invoices, bank, and cash,...
Connector Module (5/7) - Banking and cash management
Bank and Cash Management (2 min.) Learn how to reconcile your clients' bank and cash transactions through...
Connector Module (4/7) - Invoice management and confirmation
Invoice Management and Confirmation (5 min.) Learn how to manage quarters or where to control and confirm invoices. Discover how easy it is...
Connector Module (3/7) - Importing customers and suppliers
Importing Customers and Suppliers (3 min.) Learn how to import, manage, or export your business customers and suppliers. Set up...
Connector Module (2/7) - Importation of the Chart of Accounts
Chart of Accounts Import (3 min.) Learn how to import, manage, or export your client's chart of accounts from your accounting software...