Management software · Read-only copy, query shown
I read your software's database on a copy that nothing can modify. Every Monday, client by client: the next invoice, the visit due, the missed visit, the invoicing that stopped.
The Monday report
Your software records the work done and the invoices issued. It doesn't set them against what each contract provides for. Every Monday, I make that match in the database and send you the list.
An example
This is the shape of the report you receive. Each line links back to the query that produced it.
| Client | What the database shows | Amount excl. VAT |
|---|---|---|
| Client A | Annual maintenance contract renewal date passed, no invoice issued. | €1,840 |
| Client B | Monthly invoicing stopped three months ago, contract still active. | €780 |
| Client C | Job carried out and closed, never invoiced. | €615 |
| Client D | Six-monthly visit provided for in the contract, neither scheduled nor carried out. | €420 |
| Client E | Next contract invoice, to be issued this week. | €2,100 |
Example built on a fictitious company, to show the shape of the report.
How it works
Where to start
One day, six findings:
Duplicates, records to archive, addresses checked against the Base Adresse Nationale (the French national address register), missing SIREN company numbers. I hand you the list, you review it, and the corrections are made in your software. The Monday report then starts from a clean database.
Who it's for
Maintenance, technical services, installation: you invoice contracts that come round every month, every quarter or every year, and your technicians work on your clients' sites. Your management software has held the jobs and the invoices for years. You don't have a full-time finance director, and nobody has the time to match, contract by contract, what is provided for against what is invoiced.
The price
The scoping call lasts 30 minutes and costs nothing: you describe your contracts and your software, and I tell you whether reading the database makes sense for you. Then comes the Scan, delivered within 5 working days of receiving access. It hands you the findings and the firm price of the project, valid for 60 days. If there is nothing worth doing, I tell you so.
Frequently asked questions
Never. I work on a copy of the database, refreshed every night and opened read-only: nothing I run can write to your software. When a finding calls for a correction, you make it in your software, after review.
We check your contract with the vendor before connecting anything. If it sets a condition, we follow it. If it forbids reading the database, we connect nothing and I tell you so.
Keep it. The Monday report comes on top of it. What is usually missing is the business reading: knowing that an active contract with no recent invoice is an anomaly, that a visit written into the contract never took place. Those rules are the definitions written with you, and they don't depend on the display tool.
Yes, just like a colleague. That's why the query behind each figure is shown next to it, and why going live is validated on 30 to 50 questions you already know the answer to. I promise no accuracy rate: you see it for yourself, on your own answers.
In 30 minutes on the phone, you describe your contracts and your management software. I tell you what a reading of the database could bring to light for you. It's free.
Book my slot