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Ingeneo: pre-accounting software that streamlines exchanges

Offer a different client experience that will benefit your CPA firm. INGENEO allows you to streamline exchanges and gain responsiveness to focus on client relations.
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How can INGENEO support accountants and CPA firms?

Simplifying accounting document transmission

Streamline the transmission of your clients' accounting documents by offering them a multitude of collection channels that adapt to their sending habits.

Free up time for your teams to focus on client relations

Bookkeeping takes time. INGENEO supports you on a daily basis in the digitalization of your processes to free up time for your employees to focus on client relations.

Offer high-added value services to your clients

Build client loyalty and differentiate your firm by offering new services with high added value (validation workflows, electronic signature, expense report application, dedicated client area, etc.).

5 key features for successful client relations

For more than 10 years, our teams have been supporting accounting firms in the digitalization of their activities. Our solution allows increased productivity and profitability to the direct benefit of client relations.

Collecting client documents

INGENEO offers a multitude of automatic and semi-automatic collection channels that adapt to your clients' sending habits:

  • Liaison banks and suppliers
  • Partner APIs
  • Dedicated email
  • Mobile app
  • Copier, scanner, demat'box
  • Dedicated client area
  • Windows and Outlook connectors
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Automatic invoice processing

Our functionalities make it possible to simplify accounting and to free up time for your employees to focus on client relations.

  • Automatic accounting entry
  • Smart cutting
  • Conformity checks
  • Automatic export to your accounting software

Archiving, filing, and consulting documents

Give your clients their own dedicated space to search for and consult their documents.

  • Access to data at any time thanks to a full web solution
  • 100% French data hosting with the SecNumCloud label, which guarantees the highest level of security
  • Full-Text Search
  • Digital filing cabinets for documents classified by quotes, contracts, delivery notes, etc.
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Electronic validation and signature workflow

Provide your clients with validation workflows with stamping and electronic signature to simplify document monitoring and traceability.

Supporting clients towards electronic invoicing

INGENEO aims to become a Partner Dematerialization Platform. By choosing our solution you are ensuring that your clients comply with electronic invoicing regulations and much more! INGENEO develops functionalities with high added value for your firm, which will allow you to reinvent your service offer.

Discover how INGENEO helps you have successful client relations and more

All features

  • Collect 100% of client documents
  • Automatic entry of accounting entries
  • Conformity checks
  • Electronic archiving
  • Automatic accounting export
  • Validation circuit
  • Electronic signature
  • Search for full text documents
  • Dashboard with monitoring of key indicators

Our technological partners

Testimonials

Our technology partners

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What is INGENEO used for?

The Septeo Group teams support Chartered Accountants in meeting the challenges of their profession. Ingeneo simplifies your clients' accounting by automating the collection of purchase invoices and expense reports, as well as their entry.

By eliminating manual tasks that monopolize your employees' attention, you offer a more comfortable working environment and more time to support your clients.

How does INGENEO work?

Ingeneo offers multiple ways for clients to quickly and easily send their accounting documents, including a mobile app, dedicated email, and connectors.

Key information like amount, date, and supplier is automatically extracted, and a purchase log is created for export to your production software. Ingeneo is compatible with 98% of accounting and business software on the market. This secure, 100% cloud-based solution, hosted in France, is ideal for firms wanting to stand out, increase productivity, and offer value-added services.

In short, Ingeneo fully automates accounting document processing to meet the needs of the accounting industry.

If I have any questions, who can I contact?

We offer fully customized support to help you implement the solution in your firm and with your clients. You will benefit from a dedicated consultant and continuous support with regular follow-up points to ensure that our solutions continue to meet your needs.

In addition, we provide our clients with an e-learning platform so that they can continuously learn how to use our solutions and improve their expertise.

Our customer service is located in France.

Where is my data stored?

All your data is hosted in France with the SecNumCloud label which guarantees the highest level of security.

And tomorrow with electronic invoicing?

Ingeneo is proud to announce its positioning as a Partner Dematerialization Platform (PDP), offering productivity-creating solutions for accounting firms. The INGENEO solution will allow our customers to benefit from the PDP offer in the native offer, preparing them for the arrival of electronic invoicing in 2026.

Request a demo

Discover our solution during a private and free demonstration with one of our business consultants.