Personalized portal for customers and employees

Functionalities

| Income Module

Make your consultancy more competitive with the online management of your tax return.

Offer a more modern and competitive image for your consulting firm with the Bilky Rental Module. A tool designed to manage the rental campaign digitally, maintaining a close relationship with your customers and competing with the new online services on the market.

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Automatically send to your clients the drafts or returns generated from your software. Each document is assigned to the corresponding taxpayer for easy review and validation.

Request additional information or documentation through customized forms adapted to the needs of each rental campaign.

Create, enable or disable rental campaigns easily from the control panel and organize the entire process centrally.

Consult the history of previous campaigns and access all the information related to each tax return from a single place.

Your clients can access their personal portal to review documents, consult their statements and communicate with you easily.

Control at all times the status of each declaration and keep track of the entire campaign from a clear and organized management panel.

Invoice OCR and automatic document scanning. Digitize invoices and extract accounting data with AI, without limits or the need for templates.

Bank reconciliation and bank connection for consultancies and companies. Centralizes bank movements and reconciles collections and payments automatically and securely.

Online document management for consulting firms and companies. Store, classify and share unlimited documentation with access control and full traceability.

Integration with accounting software for consulting firms. Synchronize invoices, journal entries and accounting data with your accounting or consulting software.

Automated accounting for consulting firms and companies. Generate accounting entries automatically, reduce errors and gain control over accounting.

Digital time and attendance and vacation management for companies. Easily record working hours, manage absences and comply with labor regulations.

ERP for consultancies and ERP for companies. Centralizes employees, processes and documentation in a single collaborative ERP and automates internal management.

CRM for consultancies 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 has 47 integrations with accounting software, consolidating itself as an open, flexible platform, ready to work with any consultancy.

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