The automated invoicing solution for accounting firms

Many accounting firms have taken the first step: recognize that manual invoice management is no longer sustainable as the number of customers increases. The need is there, clear: automate the generation, sending and follow-up of invoices.

But once this observation is made, another question emerges: which solution to choose?

Because between general ERPs, overly complex tools, or improved spreadsheets, there is no shortage of options. And at first glance, they all look the same : we promise you time savings, efficiency, simplicity.

However, the details make all the difference. And it is often these details that determine actual adoption by the teams, the fluidity of the process and the impact on your organization.

I. The 6 key criteria to consider before choosing

1. Ease of setup

No matter the technical level of your teams: a good solution must be able to be configured and used independently, without depending on a consultant or IT specialist.
Once deployed, it must offer rapid handling, thanks to an intuitive interface, without technical jargon.

Indeed, it's up to the tool to adapt to your team, not the other way around. This requires a clear interface, intuitive settings, and zero technical jargon.

2. Personalization by customer

All your customers have their own billing rules: due dates, content, labels, mandatory information, etc. Make sure that the solution you choose allows you to easily personalize each customer profile, without having to reconfigure everything with each change.
This level of flexibility is essential to ensure a smooth process, avoid errors and maintain professional service.

3. Management of reminders

Automatically sending invoices isn't enough. You need to be able to schedule reminders based on the deadlines, the desired tone (gentle reminder, firmer reminder, etc.), and the type of communication (email, mail). Make sure these settings are adjustable to align with your internal policy.

4. Payment tracking

A good tool doesn't just "send out invoices": it allows you to track what is paid or not, to have alerts, a clear history, and consolidated visibility.

5. Data security

Make sure the tool meets security standards, offers access rights management, and guarantees secure hosting.

6. Support and accompaniment

If you get stuck or have a question, can you contact a team? Is the support responsive, human, and understandable for a non-technical profile?
After-sales service makes all the difference in long-term adoption of the tool.

II. Choose a suitable and efficient automated office billing solution

1. The limits of complex solutions for accounting firms

Some solutions on the market are designed for large companies, with industrial needs. They are powerful but often too heavy for a traditional accounting firm.

Conversely, a well-thought-out solution for your context:

• does just what you need, but perfectly;
• fits into your habits, without disrupting everything;
• is quickly adopted by teams, even without extensive training.

Be wary of tools that look impressive but are never actually used on a daily basis.

2. Les avantages d’une solution facturation automatisée pour un cabinet comptable personnalisé

Having a tool designed specifically to meet the unique needs of firms makes all the difference. Far from generic and often overly complex solutions, it's designed to simplify your daily life.

✅ A tool designed specifically for accounting firms : not a roundabout solution, but a solution focused on their daily lives.
✅ Quick setup : a few seconds are enough to configure a typical client.
✅ A clear interface, suitable for non-technicians.
✅ A controlled cost, without hidden costs or complex deployment.
✅ Human support : our team is available to guide you, answer your questions, and adjust your configuration if necessary.

3. Why choose the BAAMTU automated invoicing solution?

They talk about it better than we do: 

“Before, we spent several full days there every month. Now, everything is gone in a few minutes.
We can finally focus on our core business.”
— Office manager, KOF accounting firm

The best automated invoicing solution is not necessarily the most expensive or the most technical.
It’s the one that suits you, that respects your processes, while freeing you from time-consuming tasks.