Sanso Automated Financial Assistant

Description

Sanso is designed to transform financial management for small and medium-sized businesses (SMBs) by automating repetitive tasks. It connects with existing accounting software such as QuickBooks, Xero, and Sage, ensuring that businesses do not need to change their current systems or undergo extensive training. Sanso automates invoice collection, bank reconciliation, and overdue payment follow-ups, freeing business owners from manual financial busywork.

The tool uses AI to capture invoices from emails, websites, and even WhatsApp, ensuring that no invoice slips through the cracks. It also employs AI-powered OCR to extract and categorize data from financial documents, eliminating the need for manual data entry. Sanso's automated reconciliation feature matches every bank transaction to the correct invoice in real time, maintaining accurate accounts without manual intervention.

Sanso enhances cash flow management by sending timely reminders for overdue invoices, improving the chances of faster payments. It also provides real-time tracking of incoming payments, allowing businesses to stay updated on their financial status without spreadsheet chaos. The service is GDPR-compliant, ensuring data security and privacy.

Sanso is not just another piece of software; it acts as a smart layer that integrates directly with the tools SMBs already use. This approach combines AI efficiency with human expertise to handle exceptions and ensure accuracy. The founders, Amalia Bercot and Jonas Ouazan, bring extensive experience in finance, SMB management, and AI engineering, committed to helping SMBs grow with peace of mind.

Sanso Automated Financial Assistant's Core Features

• Automated invoice collection

• Real-time bank reconciliation

• AI-powered OCR for data extraction

• GDPR-compliant data security

• Integration with existing accounting tools

• Automated overdue payment follow-ups

• Real-time payment tracking

• Supplier invoice validation

How to use Sanso Automated Financial Assistant?

1. 1

   Audit: Define processes to automate

2. 2

   Connect: Link existing accounts and tools

3. 3

   Automate: Sanso runs financial tasks

4. 4

   Monitor: Track results and optimise

Sanso Automated Financial Assistant's Use Cases

• Invoice Collection
• Bank Reconciliation
• Payment Tracking
• Cash Flow Management
• Expense Report Management

FAQ from Sanso Automated Financial Assistant

• Does Sanso work with my accounting software?

  Yes, Sanso integrates with tools like QuickBooks, Xero, and Sage without replacing them.

• Do I need to install new software or train my team?

  No, Sanso runs on top of existing tools with no installation or training required.

• How does Sanso keep my data secure?

  Sanso encrypts data end-to-end and is fully GDPR-compliant.

• How quickly can I start using Sanso?

  Setup is quick, with results visible within the first week.

• How is Sanso different from accounting software?

  Sanso automates financial tasks, unlike accounting software which only logs data.

• How can I automate supplier invoice collection?

  Sanso collects invoices from emails and websites automatically.

• How can I automate bank reconciliation?

  Sanso matches transactions to invoices in real time, eliminating manual matching.

• How do I automate follow-ups for overdue invoices?

  Sanso sends personalized reminders for unpaid invoices via email or WhatsApp.