The context
We were using XRT, software published by Sage, but internal turnover led to a lack of visibility over our cash management. The software was also very slow and lacked flexibility for our organisation.
The needs
We needed high-performing software able to meet all our needs. A key requirement was the ability to handle a large number of companies and bank accounts while simplifying day-to-day management, with an intuitive interface, especially for our team based in Romania.
The choice
E-Finances offered products that met all our needs, for a large number of bank accounts, at a very attractive cost. Having all the software available in one single interface also gave us a 360° view of our cash, which we found very appealing.
The implementation
- Qualified professionals. Our feedback is positive. The first software installed was E-Financements. Mr B, an E-Finances consultant, handled the set-up and the training. We found him very professional.
- Easy for the teams to adopt. Next came E-Control Communication, installed by Mr T, which was also very easy for our teams to get to grips with.
- Complete training. E-Trésorerie has many more features, so the training took longer and my team needed a little more time, particularly with the language barrier (team based in Romania), to take on all the processes. The exchanges and support made for very complete training, which was very positive.
- Personalised support. Despite a technical issue at go-live, the E-Finances team was very responsive and everyone took the matter very seriously. There was a lot of dialogue between our teams, and I felt supported by everyone.
The benefits
Today, all our colleagues in Romania have appreciated working with E-Finances, and cash management has taken a new turn, becoming much simpler and more efficient thanks to E-Trésorerie. Our French team also feels fully supported on the banking communication solution.
In conclusion
We greatly appreciated the responsiveness and professionalism of the E-Finances team, both before the project and afterwards, in terms of support and follow-up.
“Clear, simple and intuitive software that can handle high volumes: multi-company, multi-bank, multi-currency.”