Ouest Conseils et moi is a mobile application that helps business owners track their activity, monitor key financial indicators and stay in direct contact with their accountant in real time. The app centralizes a dashboard for quick visibility, detailed lists of outstanding receivables and payables, and expense report management with invoice upload and automatic OCR recognition. Secure messaging keeps communication private, while an integrated electronic document management (EDM) system lets you share, search and consult legal, accounting and HR documents. Access requires request of access codes from your usual advisor, making daily management simpler whenever and wherever you work.
Key Features
⭐ Real-time dashboard with key financial figures and activity snapshots in Ouest Conseils et moi.
⭐ Detailed view of outstanding receivables and payables to follow cash flow.
⭐ Expense report handling with invoice upload and automatic OCR for faster entry.
⭐ Secure messaging to exchange documents and questions directly with your accountant.
⭐ Integrated EDM for sharing, searching and consulting legal, accounting and HR documents.
Advantages
✅ Ouest Conseils et moi centralizes accounting and document management for quicker decision-making.
✅ Improves communication with your advisor through secure, private messaging.
✅ Speeds up expense reporting thanks to invoice upload and OCR recognition by the app.
✅ Accessible on mobile so you can manage your activity anytime, anywhere.
Disadvantages
❎ Access requires requesting access codes from your usual advisor, which may delay initial setup.
❎ Service is intended for clients connected to an accounting firm and is not a standalone accounting solution.
