Financial Services
Work more efficiently, accurately, and flexibly, with a feature-rich accounting solution that scales with your business.
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Financial Services
From simple accounting, through to document recognition and management functionalities, we can configure a solution to meet your requirements. With systems that can scale with your business, you’ll benefit from increased capacity and competitivity.
Effectively manage customers and suppliers, and improve cash-flow with an intuitive accounting solution. Designed to help businesses in the financial services industry automate time-consuming processes and gain more control over cash-flow, the solutions we provide are tailored to resolve your business challenges
Problems we solve for financial services businesses
Improved accuracy
With automated features that streamline a variety of lengthy processes, there’s less of a need for manual data entry, leading to a reduction in human errors.
Increased control
Gain a full view of your operations with powerful reporting and visual dashboards, offering real-time information to place you in control.
Streamlined operations
By taking advantage of the modules and integrations available to you, your chosen system can operate seamlessly between departments.
Financial Services solutions
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Productivity
Boosting productivity is essential for charities to make the most of their resources. Sage Intacct streamlines financial management, allowing your organisation to automate complex accounting tasks and focus on mission-critical activities. With real-time insights and cloud-based accessibility, Sage Intacct enhances decision-making and operational efficiency.
Microsoft 365 further elevates productivity by providing a suite of powerful tools for communication, document creation, and collaboration, all accessible from any location. By integrating these solutions, your charity can work smarter, streamline processes, and increase the impact of your mission.
Productivity
Boosting productivity is essential for charities to make the most of their resources. Sage Intacct streamlines financial management, allowing your organisation to automate complex accounting tasks and focus on mission-critical activities. With real-time insights and cloud-based accessibility, Sage Intacct enhances decision-making and operational efficiency.
Microsoft 365 further elevates productivity by providing a suite of powerful tools for communication, document creation, and collaboration, all accessible from any location. By integrating these solutions, your charity can work smarter, streamline processes, and increase the impact of your mission.
Collaboration
Collaboration is key to driving meaningful change in the not-for-profit sector. Microsoft Teams enables seamless communication across your organisation, supporting instant messaging, video conferencing, and file sharing, which facilitates teamwork whether in-office or remote.
Microsoft SharePoint takes collaboration further by providing a centralised platform for document management and sharing, ensuring that your team always has access to the latest information.
Microsoft Azure enhances collaboration by offering cloud-based services that connect your organisation’s applications and data, enabling your teams to work together efficiently and securely from any location. These tools foster a more collaborative and connected work environment.
Efficiency
Efficiency is crucial for not-for-profits to ensure that every resource is used effectively. Managed IT Services can boost efficiency for not-for-profits by providing continuous monitoring, maintenance, and proactive support for your IT systems, minimising downtime, and keeping your technology infrastructure running smoothly – all for a predictable monthly cost that allows for better financial planning.
The Microsoft Power Platform further enhances efficiency by providing a powerful suite of tools that work to better surface, automate, manipulate and analyse their data. Your not-for-profit can work more efficiently with custom applications, automated workflows, integrated data, and simplified reporting.
Hosted Telephony boosts communication efficiency with flexible and scalable solutions that keep your team connected, whether working on-site or remotely. Together, these solutions enable your charity to operate more efficiently, maximising the use of your resources.
Security
In the charity sector, safeguarding sensitive data is critical to maintaining trust and protecting your mission. Our cyber security solutions offer robust protection against threats like phishing, ransomware, and data breaches, ensuring that your organisation’s digital assets are secure.
Cyber Essentials certification demonstrates your commitment to maintaining high security standards, while Backup and Recovery services provide peace of mind by ensuring that your data is protected and can be restored in the event of a disruption.
Together, these security solutions provide a comprehensive defence against cyber threats, allowing your charity to focus on its core mission without worrying about security.
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Find out how we can help your business today.
Get a 360 view of your business
Know your business situation at any given time. Access the information you need to make informed decisions, so your business can meet its strategic objectives.
Financial Services solution
key features
Office 365 integration
By integrating with Office 365, you can quickly and easily download and upload data to and from Excel, making reporting processes more efficient.
Core financials
Manage daily accounting tasks with ease, whether you’re paying suppliers, taking transactions, or chasing debtors, manage everything in a single system.
In-depth reporting
Analyse cash-flow, examine performance, and compare sales figures, with tailored reports offering real-time data.
Intuitive modules
Configuring your chosen solution to meet your business needs, you can take advantage of the modules that will help improve efficiency and cash-flow.
Automatic bank reconciliation
Reduce the time it takes to reconcile bank transactions by automating the process, and having your bank connect directly to your chosen solution.
Invoicing
Send and receive invoices with ease, and set up recurring invoices to receive payments more efficiently, improving cash flow.
What our customers
have to say about us
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Industries we serve
One of the reasons why Techsol is a trusted partner for many businesses is that we have extensive experience and expertise in various industries. We understand the specific challenges and opportunities that each industry faces, and we tailor our solutions accordingly.
Whether you are in finance, retail, manufacturing, or other sectors, we can help you leverage the power of technology to achieve your goals.
Charity/Not For Profit
Run more efficiently to free up time to spend supporting your charity/not for profit
Retail
Benefit from modern and scalable solutions designed to improve customer experience
Distribution
Satisfy customer needs by improving productivity, communication, and cash-flow
Warehousing
Improve your warehouse efficiency with an intuitive software solutions
Construction
Control costs and improve cashflow with solutions tailored to your needs
Manufacturing
Consistently meet customer needs with end-to-end control solution
Industry insights
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get started?
If you are looking for a reliable and experienced partner to help you transform your business with digital solutions, you have come to the right place.
Whether you want to improve your customer experience, streamline your operations, or enhance your productivity, we can help you achieve your digital transformation goals.
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Explore Techsol’s innovative solutions, book your demo today to see how we can enhance your business operations