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Financial accounting software: what is the prerequisite your OCR vendor must meet?

Automation and digitization have made many repetitive, monotonous tasks obsolete. For example, it used to be necessary to manually transcribe billing information, but today you can take advantage of smart financial software solutions that make it easy to keep your accounts in order. This means you have more room for challenging tasks that make you happy. And that is what we are increasingly looking for these days. In short, we all realize that optimizing processes brings many benefits. The average financial administration is therefore actively working with a scan and recognize solution. Some companies are already working with this, while others are exploring the possibilities to find out which OCR software suits them best. Are you currently in such an exploration phase? Take the following advice with you: only work with an OCR vendor that has an excellent support department.

‘Profile’: reliable provider of financial administration software

When you start accounting with OCR software, first of all, it is essential that the system works excellently.
Make sure you choose a product with a proven track record that meets your needs.
Preferably choose an experienced vendor that offers extensive interfacing with your ERP system.
If the two parties maintain a close partnership, you can be sure that the software systems will work well together and that you will not be sent from pillar to post in the event of any problems.
After all, a solid partnership means that the two software vendors have joined forces.
Together they have thought about how functionalities should fit together.
And for customer questions, they can quickly switch gears to come up with a solution.
In this day and age, it’s also important that an OCR party continuously develops and strives to eventually let you “book with the lights off.
This ensures that your solution continues to meet the changing demands of your financial records.
In addition, it is crucial that you can work flawlessly with the software of your choice on a day-to-day basis.
The key to that?
A well-oiled, committed, expert support department.

3 reasons why an excellent support department is crucial

If you want to automate your processes in a streamlined manner, you should choose an OCR vendor with its own support department. That’s the only way to efficiently process invoices and other incoming documents. But why is that really the case? We’ll give you three reasons!

  1. Fast, personal handling of questions An internal support department with permanent employees can help you better and more smoothly. At an external call center, you often have to tell your story over and over again to someone who is not part of the software vendor’s team. But internal support staff have in-depth knowledge of the product and know customers inside out. As a result, they come to a solution much faster and often take a personal approach.
  2. Short on time An internal support team can move very quickly to answer your question or solve your problem. Not only with the necessary departments within the organization, but also (where necessary) with external parties, such as your ERP vendor.
  3. All financial administration issues in a row A good support department builds a file from the implementation phase of the various issues within your organization. When you ask a question, a support employee can immediately grab this file. This way, solving a problem goes a lot faster!

Administration software: what does a good support department do for users?

In financial administration, you need a software solution you can build on. And if you ever run into trouble, you want to be able to fall back on a good support department. Why this should be part of the OCR vendor’s organization, we explained above. But what exactly can you expect from this? A good support department:

  • Works with structural solutions. Sticking a band-aid that will come off next week is not a constructive strategy. That’s why a good support team always looks for structural, lasting solutions.
  • Thinking with you. You ask, we turn” should not be the motto of the support department. Choose an OCR vendor that actively advises you on ways to make your work easier and more efficient.
  • Empowers customers. An engaged, knowledgeable support person tries to teach you (whenever possible) how to solve a problem yourself next time. If you get useful tips and tricks from the support department, you will eventually not need to submit a support request for everything. This will allow you to work faster and more efficiently.
  • Maintain good contact with partners. It often happens that you submit a support request to your OCR vendor, but the shoe wrings elsewhere. For example, the server isn’t working properly or something is going wrong in the ERP system. In such cases, it’s convenient for a support team to contact these partners for you to discuss. That way, you don’t have to run from one party to another to figure out the problem and fix it.
  • Communicates with you in your language. Good support workers tailor communication to the people they are talking to. For example, they don’t inundate an administrative assistant with jargon. But when they have a technical application administrator on the phone, they immediately switch to software terminology.
  • Ensures that response time matches the priority of your question. Based on the information you send, a support department determines the priority of your question. Are you struggling with a software problem that prevents you from continuing to work on your financial administration? Or have you submitted a no-obligation request that you won’t want to look at again for several weeks? A good support team categorizes each question to ensure an appropriate response time.
  • Provides insight into the progress of your support request. When you submit a question, the support team picks it up. It’s very helpful if you can track the progress of the handling in great detail. A good support department makes sure you can track everything – from the time you enter a message until your question is answered.

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Schedule your demo

With a (web) demo, you can quickly and easily see what benefits our solution brings you.

This field is for validation purposes and should be left unchanged.

Schedule your demo

With a (web) demo, you can quickly and easily see what benefits our solution brings you.

This field is for validation purposes and should be left unchanged.

Schedule your demo

With a (web) demo, you can quickly and easily see what benefits our solution brings you.

This field is for validation purposes and should be left unchanged.