Experience a new standard in accounting efficiency
Not only will Etuity Core present you with an overview of the Accounting information and data you require, it will help you to prioritise while also notifying you of any outstanding amounts.
Make sure to check out Etuity Core’s main accounting features below.
Accountant dashboard
Quickly gain an overview of your tasks and what to prioritise:
‘My payments’ feature
Helpful reminders
‘All payments’
Enables users to monitor, review and manage all payment activities in one central place:
Automatic bank import-and-export functionality
Easy search and filtering
Audit-friendly tracking
Automatic matching
Aims to streamline the allocation process of incoming payments by using A.I. to identify the correct premium lines, based on the information from the policy holder:
A.I.-assisted matching
User-controlled confirmation
Manual allocation options
Accounting log
An audit-friendly way to follow the complete lifecycle of various items:
Clear audit-trail from start to finish
Easy access to relevant audit lists
Greater control when reverting/handling errors
Payments reminders
Etuity Core helps ensure effective financial control by automatically identifying and notifying you of any overdue amounts:
Reminders can be generated automatically based on business criteria, such as amount thresholds, specific customers, etc.
Easily monitor if a reminder has been sent an identify pending follow-ups
Audit lists
Easily trace, review and validate financial movements within the system:
Includes timestamps, user actions, as well as related entities such as policies or claims
Quickly locate specific entries using intuitive search and filter options
Settlements
Etuity Core helps you with an overview of relevant accounting figures connected to a settlement:
Easier tracking of incoming and outgoing amounts
Reminder functionality