The Book-keepers Forum (BKF)

Post Info TOPIC: Design Partners NEEDED & General Feedback NEEDED


Newbie

Status: Offline
Posts: 1
Date:
Design Partners NEEDED & General Feedback NEEDED


Is collecting your client paperwork a monthly nightmare?

 

 

Were an Israeli startup that has created innovative software that makes lives easier for self-employed & small businesses and their bookkeepers.

 

No more manual sorting. No more manual inputting. No more chasing clients for paperwork.

 

Weve removed the pain from the process of sending the documentation to the bookkeeper. Expenses are automatically uploaded, sorted and stored in the cloud. Available instantly for you the bookkeeper to access.  We also let the bookkeepers show the businesses when they have processed the documents. And both parties can refer back to the documentation at any time.

 

Using machine learning, artificial intelligence, visual recognition, OCR & lots of other tech, weve made it simple for businesses to sort the documentation via category or by month, helping bookkeepers process the documentation.

 

Were looking for some design partners to help us make our product even better.

 

In return for giving us feedback and helping us improve Dokka, if we work together, well:

 

1. Give you free use of our software for the next year.

2. Give 5 of your client's free use of our software for the next year.

3. Give you premium support - you can speak to our founders every day if need be, and well be there for you all the time.

4. Well add your logo, and link to your website on our website, so that we can hopefully find you new clients.

 

If this interests you, next step is a phone call or Skype conversation to discuss further.

Let me know your initial thoughts, and if you want to discuss further?

 

 



__________________


Forum Moderator & Expert

Status: Offline
Posts: 11981
Date:

I'll ignore for a moment that you are advertising a product without first seeking permission as this is a topic that I think neeeds to be covered.

There seems to be a few of these type of products on the market but the shortfall is that you either expect clients to scan documents (which they may do for a while but then decide that they have better things to do) or bookkeepers to scan documents that they could have entered into the system faster than scanning them... And even if it wasnt faster who wants to spend years studying in order to spend your time working a photocopier.

The post does raise an interesting point in that the big boys such as PWC are increasing going down the automation route and eradicating the role of skilled bookkeepers. In PQ this month there were several articles that all hinted at automation and AI.

I read that as the big boys now see the ability to handle large volumes of the smallest clients very cheaply by putting scanning in the hands of the business owner and automating most of the proocess... Which is a worrying move for our industry and certainly emphasises the threat of alternate products encroaching on our bread and butter.

So, the real emphasis of this thread should be that the robot's are coming and what are we going to do about it as software such as this is part of the movement threatening the livelihoods of every person reading this.



__________________

Shaun

Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.



Veteran Member

Status: Offline
Posts: 95
Date:

Hi Dokka, I love visiting my clients to pick up paperwork, really I do. It gives me the opportunity to build up a good relationship with them, helps me get to know their unique way of operating, their quirky and sometimes chaotic business lives. So your product would not benefit the long hours i spend sorting boxes, bags and tatty envelopes of crinkled paper. Sorry. There is a sketch from a very loved series in which the housekeeper is presented with a teasmaid to relieve her of this seemingly boring task.... the result was painful. Julie

__________________


Guru

Status: Offline
Posts: 1313
Date:

haymac wrote:

Hi Dokka, I love visiting my clients to pick up paperwork, really I do. It gives me the opportunity to build up a good relationship with them, helps me get to know their unique way of operating, their quirky and sometimes chaotic business lives. So your product would not benefit the long hours i spend sorting boxes, bags and tatty envelopes of crinkled paper. Sorry. There is a sketch from a very loved series in which the housekeeper is presented with a teasmaid to relieve her of this seemingly boring task.... the result was painful. Julie


 Totally agree Julie,

I always moan at the way clients present their Invoices and receipts but secretly I do enjoy going through them all and logging them and as you say keeping in regular contact helps to build a good working relationship!



__________________

Doug

These are only my opinions of how I see things and therefore should not be taken as advice



Master Book-keeper

Status: Offline
Posts: 8646
Date:


1. Give you free use of our software for the next year.

----------------------------------------------

so quite apart from not asking permission to advertise/drop spam, links etc, the ad itself isn't very well thought out nor placed. Personally I think the forum should delete the link embedded including that on the profile, until permission has been sought and gained. But hey. 

I will just pick up on one point, which is above. did I read the site incorrectly when it said its free for bookkeepers? if so then this is no giveaway, unless of course you plan to intro fees after 12 months anyway once you think you have us all on board.

i can see you are online so we will I'm sure have to endure more of this.    

 



__________________

 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position



Forum Moderator & Expert

Status: Offline
Posts: 11981
Date:

Cheshire wrote:
Personally I think the forum should delete the link embedded including that on the profile, until permission has been sought and gained.

 What links?



__________________

Shaun

Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.

bk


Senior Member

Status: Offline
Posts: 171
Date:

Totally agree with you about visiting clients. That's how relationships are made which is what produces good clients and clients who stay with you because they trust you.

Debbie

__________________

Debbie Brown-Kane

Oakmanor Accountancy

www.oakmanoraccountancy.com

e: debbie@oakmanoraccountancy.com



Master Book-keeper

Status: Offline
Posts: 8646
Date:

So now that we have all provided feedback can we claim our freebies?



__________________

 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position



Forum Moderator & Expert

Status: Offline
Posts: 11981
Date:

Do we have to take the freebies.... Sounds a real white elephant that the freebie is that you get moved from skilled work to being a slave to the scanner.

__________________

Shaun

Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.



Master Book-keeper

Status: Offline
Posts: 8646
Date:

Oh I so wanted a dumbed down job - standing at a scanner all day!

Although if you think about it - if it produces as much sh*te as that other well known offering with the words Bank and Receipt in their name (Im not giving them any advertising on here) then we would be have more billable hours!!!!!! I could get an apprentice and pay them 5p a day! (Before anyone gets upset, any Apprentices working for me get above the living wage rate because anything less is abhorrent!)

__________________

 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position



Forum Moderator & Expert

Status: Offline
Posts: 11981
Date:

lol. rearrange those words into a well known phrase or saying (or company).

What... we have to pay apprentices!!!! Next thing you'll be telling me that we're not allowed to beat them anymore. Tut. the fun has gone right out of this business.

__________________

Shaun

Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.



Guru

Status: Offline
Posts: 518
Date:

Have any of the people here used software such as Receiptbank and Autoentry? I am assuming the OP has created something similar.

I have used Receiptbank and, whilst it has some quirks it does save a lot of time on several clients. It is not 100% amazing with the scanning side of things but where a client has a lot of electronic invoices it can be really useful as the software picks up information much better.

I use if for my own accounts and it really is good.



__________________

Phil Hendy, The Accountancy Mentor

Are you thinking of setting up your own practice or have you set up and need some help?

If so a mentor may be the way forward - feel free to get in touch and see how I can assist you. 

 



Master Book-keeper

Status: Offline
Posts: 8646
Date:

Yes. I tend to only trash things I don't like when I've tried them personally (or in the case of my recent comment about AAT courses at local colleges, when I've had close experience of the trauma others have had by being on the other end sorting out the mess!)

I was hoping the OP would've at least commented on my challenged points, but on the basis they couldn't be bothered then I've not bothered with their software.

__________________

 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position



Guru

Status: Offline
Posts: 518
Date:

Cheshire wrote:


I was hoping the OP would've at least commented on my challenged points, but on the basis they couldn't be bothered then I've not bothered with their software.


 True - it is disappointing when you see an ad blast and run!!!



__________________

Phil Hendy, The Accountancy Mentor

Are you thinking of setting up your own practice or have you set up and need some help?

If so a mentor may be the way forward - feel free to get in touch and see how I can assist you. 

 

Page 1 of 1  sorted by
Quick Reply

Please log in to post quick replies.

Tweet this page Post to Digg Post to Del.icio.us
Members Login
Username 
 
Password 
    Remember Me  
©2007-2024 The Book-keepers Forum (BKF). All Rights Reserved. The Book-keepers Forum (BKF) is a trading division of Bookcert Ltd. Registered in England Company Number 05782923. 2 Laurel House, 1 Station Rd, Worle, Weston-super-Mare, North Somerset, BS22 6AR, United Kingdom. The Book-keepers Forum and BKF are trademarks of Bookcert Ltd. This forum is a discussion forum only. There will usually be more than one opinion to any question and any posting should not be viewed as a definitive solution. No responsibility for loss occasioned to any person acting or refraining from action as a result of any posting on this site is accepted by the contributors or The Book-keepers Forum. In all cases, appropriate professional advice should be sought before making a decision. We reserve the right to remove any postings which are offensive, libellous, self-promoting or engaged in covert marketing. We will not notify users of removals. The views expressed in the forum posts are those of the individual and do not necessary reflect or agree with those of The Book-keepers Forum. Any offensive or unsuitable posts will be removed by the moderators. Any reader of this forum can request for a post to be looked into by sending an email to: bookcertltd@gmail.com.

Privacy & Cookie Policy  About