Import your movements using Norma 43, Excel, or by copying and pasting the data. Centralize Bilky them in a single environment to manage Banco y Caja, automate tasks, and keep all the information organized.
The new Treasury Management analyzes your bank transactions history to detect patterns and suggest automatic rules that streamline bank reconciliation and reduce the manual tasks in your daily routine.
If you want to know more about account access and the new payment services, consult the guide from the Bank of Spain.
View all your treasury information from a single dashboard. View the status of your Banco and Caja accounts, track financial developments, and access up-to-date statistics to make decisions faster.
In addition, treasury management connects the movements with automated accounting Bilky, so there’s no need to repeat the work.
The new Tasks Pending panel clearly shows you which operations require any action, making it easier to track each step and helping you keep your accounting management always organized.
The new functionality allows companies advisory firm to work on the same movements in real time, each from a view adapted to their needs. All the information remains synchronized, avoiding duplications and facilitating much more agile collaboration.
The company can record Caja’s movements daily, even manually, and upload tickets or receipts from the Manage Attachments option only when the system requests it. In this way, all documentation is organized from the very beginning and available for the company advisory firm, without the need to send emails or share files manually.
It advisory firm provides specific tools to streamline accounting management. You can easily confirm the accounting entries and access the movement details, where you can visualize the distribution between the Due and the Payable before exporting the information.
The automatic rules created from any of the profiles are available to all users, avoiding duplicate configurations and continuously improving the automation of processes. The automatic assignment of accounting accounts will remain an exclusive functionality for the advisory firm.
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.
