Consultant portal

Advantages of using the consultant portal

Automate all your manual processes and save time with the integrated technology offered by your consultant portal.

Bilky's consultant portal allows you to automatically send and assign payslips and other documents to your clients.

Documents portal with automatic assignation

Any document and format

Upload your clients' payslips, forms and other documents without storage limit.

Automatic assignation

Bilky's technology assigns all documents to each client in a few seconds.

Share and receive in the most secure way.

All documents are distributed in a certified way to each client's portal.

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New

Factura electrónica

Cubre las necesidades de facturación de tus clientes y ayúdales a adaptarse fácilmente a la legislación con Factuconnect. Tu asesoría podrá recibir automáticamente las facturas que realicen, facilitándote así su recepción, gestión y control.

Recepción automática de facturas.

Cumple con la ley sobre factura electrónica.

Compatible con todos los softwares.

Fideliza y amplía tu cartera de clientes.

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With the consultant portal, you can share the quarter management with your clients. Digitalize invoices and automatize the accounting.

Quarterly management of invoices

Centralize and manage all your clients' invoices in one single platform.

Shared quarters

Manage and receive invoices from each client in one single portal.

Unlimited scanning

Scan invoices automatically and without storage limit.

Customized export

Compatible with all accounting software.

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Customize your portal with your branding: add logos, images and colors. You can customize your emails as well.

Your
corporate style

Configure your portal and your clients' with your unique corporate branding.

Personal direct access

Add logos, colors and designs to your portal according to your corporate branding.

Customized emails

Modify and customize the style and text of the automatic emails for your clients.

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CRM & ERP incluided

Your own CRM

Create your own CRM and access to you customer information effortlessly. Your customers will be able to update the information in real time.

An Erp system for your clients

Your clients will have an ERP where they can update all information of their employees, and give you direct access to your consultant soo they can easily manage new or leaving employees and also see pending vacation days, etc.

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