Did you know that Money Key simplifies many work processes related to accounting, controlling & reporting and enrich the activities of internal financial staff and external trust agencies?
Money Key does not replace your accounting software in any way, but supplements it with useful functions. Our software solution offers trust companies the opportunity, despite the use of various accounting programs (Abacus, Atlanto, Bexio, Infoniqa, etc.), to always maintain an overview of customer accounts and to combine many complementary activities centrally in Money Key.
The most frequently subscribed function by escrow companies — Task Management
This year, task management was the absolute hit among trust companies.
Almost every trust company wants Money Key's task management, as the feature offers immediate added value.
Compared to Excel tables (often the status quo), task overviews are also made available to individual customers. Coupled with Money Key's document management system and the due date overview, the interannual and annual financial statements process is accelerated for every company.
The result:
1) There is less coordination effort between customer and escrow agency
2) Overview of the status of all companies (monthly tasks as well as for the annual financial statements)
3) Documents can be attached to each task and quickly found again
4) Better control over the completeness of documents
5) and much more
More Features
Money Key also offers many other features, which are discussed more in separate articles. However, we don't want to miss out on a listing:
A) Contract management with integrated liquidity forecast
B) DMS for digitization and accounting documents via mobile app as well as via web app
C) KPI Editor — especially for companies that have developed their own key figures and want to constantly monitor
D) Report editor — especially for companies that want to create their own reports in addition to standard reports
E) and much more
What's on in July?
In July, the long-awaited Capital Requirements feature will go live. Regardless of whether you are a start-up or an established company. With Money Key, you can quickly connect with banks and request offers for business loans. A large Swiss bank will support us in this area and offer Money Key users the greatest possible benefit.
In addition, the Money Key platform is currently linking with various investors, who can also be addressed quickly in the future. This is particularly exciting when it is not external capital but equity, such as for growth financing, that is required.
Dynamic pricing model
With the dynamic pricing model, you can subscribe to tailor-made solutions for your trust company or SME.
Let our employees advise you which functions will be irreplaceable for you in the future. We always find a suitable solution for interested trust companies and SMEs.
