IRIS Snap

An app led service that will solve that age old problem of clients swamping you with big bags of receipts.

  • Revolutionise the way clients keep records
  • Stop losing valuable working time on keying in data
  • Seamless processing into digital records by IRIS ready for you to review
  • Accurate, real time data enables immediate feedback and advice rather than at year-end
  • Clients love the simple to use interface and visibility of historical transactions

 



The Challenge

Clients often lose receipts and invoices and fail to keep complete records. Many hand you bags of receipts, leaving you having to digitise the data. What a headache! Think of all the hours you waste keying in that information. You need to free up your time and resources for higher value work, such as business advisory services.  You must also satisfy clients’ demands for a real-time view of their financial health, rather than just year-end.

 

The Solution

Incomplete records, lost receipts and invoices become a thing of the past as clients ‘snap’ these on the go. Using the IRIS Snap app, an accountant’s small business clients can capture photos of receipts, invoices, purchase orders and bank statements for seamless processing by IRIS into digital records ready for the accountant to review and publish directly into KashFlow.

IRIS Snap frees up your time to focus on high value advisory services rather than low value bookkeeping activities. And with access to accurate, real time data, accountants can provide timely feedback and governance advice rather than waiting until year-end.

 


Benefits of IRIS Snap

You and your clients get a mobile app that offers seamless capturing and processing of receipts, invoices, purchase orders and bank statements. Clients will love the simple to use interface, visibility of historical transactions and the completeness of their records. Make the app your own by personalising it with your practice logo and branding. 

Snap saves you so much time, it gives you the perfect platform to handle more clients and efficiently scale your practice. It’s available for iPhone and Android phones.

Improved efficiency 

IRIS Snap eliminates time wasted on keying in data from paper records and reduces the burden of monthly, quarterly and annual record keeping. The app allows you to extract data automatically, processes it into a format that can be published directly into KashFlow or exported into a format that can be used in other bookkeeping solutions. 


                                                             



Easy to use

It’s so simple to use. Take an image of the client’s receipts, invoices, purchase orders and bank statements using the mobile app. Relevant information is then extracted accurately, eliminating data entry. Your client’s records are automatically sorted, categorised and available for you to review and publish to KashFlow.



Review in real time

With access to accurate real time data, accountants can provide feedback and governance advice to clients in a timely fashion rather than at the year-end.  If you want to focus on high value advisory services with accurate real time data, Snap enables you to do that.

                                                      


IRIS OpenSpace helps you work closer and more intuitively with your clients. 
You can upload, store and approve documents online. It's in 'The Cloud' so it's always accessible from any location, 
and it's fully integrated into the IRIS Accountancy Suite making it quick and easy to use.
You can store as much as you like, for as long as you like. 
If you are a UK based accountancy business we will even give you 1GB of free storage to get you started.
Additional space can easily be purchased from as little as £5 per GB per month or get a 15% discount 
for an annual subscription to 10GB by clicking the web store link above.

IRIS Snap provides instant solutions for:

  • Clients losing receipts and invoices
  • Clients showing up with bags of paper records that you have to waste time on keying in yourself
  • Cutting administrative burden on monthly/quarterly/annual record keeping
  • Extracting key data automatically
  • SMEs who just want a simple to use interface
  • Keeping your logo and brand at the heart of what you do
  • Providing a web-based portal for review of data by Accountants 
  • SMEs that want to be able to view historical transactions in app
  • Publishing invoices and purchases seamlessly to KashFlow 

Testimonials

“IRIS Snap is great for anyone out on the road. Whereas they used to lose receipts and struggle to remember details, IRIS Snap encourages them to keep up to date as they go. We have sight of the original receipt and can spot any anomalies. As a result, all parties feel much more in control.” Read More
Indigo Tax & Accountancy

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