What is FinKoper?
FinKoper is a specialized CRM platform tailored for accounting firms, integrating AI to automate workflows and improve efficiency. It centralizes communication, task management, and client data in a single interface, enabling firms to handle deadlines, notifications, and document storage seamlessly. The platform supports integrations with WhatsApp, Telegram, email, and Yandex Disk, facilitating real-time interactions and file sharing.
With features like automatic tax calendar generation, group notifications, and client profitability analysis, FinKoper helps firms optimize their operations. It includes a federal database for client acquisition, allowing firms to list services and tariffs to attract new business. The platform ensures data security and easy accountant transitions by maintaining an archived client base and document storage.
Features
- Task Management: Create tasks with deadlines for employees and monitor implementation with Telegram notifications.
- Tax Calendar Automation: Automatically generate and remind clients of tax deadlines and reports after initial setup.
- Client Communication: Send group messages to clients via email or messengers with the 'Actual Clients' option.
- Integrations: Connect with WhatsApp, Telegram, email, and Yandex Disk for seamless communication and file sharing.
- Client Profitability Analysis: Compare time spent on clients with revenue to identify high-earning relationships.
- Employee Efficiency Monitoring: Track employee workload and deadlines with up-to-date information and reminders.
- Federal Database Inclusion: Register in a database to attract new clients by listing services and tariffs.
- Secure Document Storage: Maintain an archived client base for easy accountant transitions and data safety.
Use Cases
- Automating tax deadline reminders for accounting clients.
- Managing internal tasks and employee workloads in accounting firms.
- Sending bulk notifications to clients about legal changes or holidays.
- Analyzing client profitability to optimize service offerings.
- Attracting new clients through a federal database of accounting services.
- Facilitating secure document storage and access for team collaboration.
- Integrating communication tools like WhatsApp and Telegram for client interactions.
- Streamlining email management and task creation from inboxes within the platform.
FAQs
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What happens if I stop paying for FinKoper?
Access continues for 30 days after the payment deadline without restrictions. After that, communication with clients is limited, but chat within the company and correspondence history remain accessible. -
How is the tariff calculated if the number of customers changes?
The tariff is based on the maximum number of clients in the current month, with a minimum of 5 clients and additional fees for each client above that. -
Are there any discounts available?
Yes, a 15% discount applies when paying annually, and special conditions are available for companies with over 50 clients.
