Find missing attachments in the accounting system

The firm signs in to Fiken and approves BilagPilot. Access is refreshed automatically.

Purchase and sale drafts with no attachment are imported, so the request can go out to the customer before the voucher is posted.

Unused documents in Fiken Inbox are imported and can be followed up in BilagPilot.

The firm can hide items posted to chosen account numbers. An item is only hidden when every account on the voucher is hidden.

The Fiken sync paginates as far as the time budget allows, newest first, and flags in the dashboard when a run was truncated.

Purchases, sales and journal entries get the file attached to the entry itself.

Fiken Inbox is used when direct linking is not possible.

“Send to Fiken Inbox” from uploads.

Accounts and official VAT codes are fetched and cached for 24 hours.

Fiken's API module, excl. VAT. Ordered under Modultilgang in each Fiken company, so the cost follows the number of clients.

An owner or admin pastes in a Tripletex API user key. The key is validated against Tripletex and stored encrypted.

Unposted vouchers are scanned alongside posted ones, so the request can go out to the customer before posting.

Documents in the Tripletex document inbox are imported and can be followed up in BilagPilot.

The firm sets rules per account number: hide the item, create a request automatically, or send it to manual review. The firm-wide default can be overridden per customer.

Complete pagination within the window, split into 31-day chunks.

Vouchers with a numeric voucher ID get the file attached directly to the voucher.

The Tripletex document inbox is used when the voucher has no numeric voucher ID.

“Send to Tripletex document inbox” from uploads.

The full chart of accounts is synced, and date-dependent VAT codes are checked against the VAT types allowed on the selected account.

A balanced, unposted voucher with the attachment is created after an explicit user action. The Tripletex token needs permission to create advanced vouchers.

The Integrations add-on, excl. VAT. Activated on the accounting firm's own account rather than on each client, so one price covers the whole portfolio.

An owner or admin pastes in an API key from Conta. The key is stored encrypted, and the firm only ever sees the last characters.

Files in the Conta voucher inbox are imported and can be followed up in BilagPilot.

The firm can hide items posted to chosen account numbers. An item is only hidden when every account on the voucher is hidden.

Bounded to 3 pages x 100 transactions per business per run.

Every file is sent to the Conta voucher inbox.

“Send to Conta voucher inbox” from uploads.

The chart of accounts is synced per business and cached for 24 hours. Locked and inactive accounts are filtered out.

No separate price for API access. An active Conta subscription is enough.

BilagPilot's application key is added in PowerOffice, and the client key is pasted back into BilagPilot. With partner access the client list is fetched automatically.

3 pages x 100 rows per source per run, highest voucher number first.

The file is added to the voucher documentation, or as a voucher page on the journal entry voucher.

“Send to PowerOffice voucher inbox” sends the file as a PDF by e-mail to the client's voucher inbox address.

PDF for voucher documentation, JPG for voucher pages on journal entry vouchers.

Accounts and VAT codes are fetched and cached for 24 hours, including department and project requirements.

An unposted ManualJournal is created, and the file is added as a voucher page.

No separate price for API access. The firm needs partner or production access at PowerOffice.

BilagPilot's Application ID is approved in Finago under Administration and integrations. The Organization ID is then pasted into BilagPilot.

The firm can hide items posted to chosen account numbers. An item is only hidden when every account on the voucher is hidden.

3 pages x 100 transaction lines per client per run.

The file is uploaded and gets a Finago document ID. The link to the voucher has to be checked manually in Finago.

“Send to Finago” from uploads. The document is uploaded standalone, since Finago cannot bind it to a voucher.

Accounts and VAT codes are fetched per organization and cached for 24 hours.

No separate price for API access. The firm needs a partner or API agreement with Finago.

The firm signs in to Visma and approves BilagPilot for the selected eAccounting company.

Supplier invoice drafts are scanned alongside posted supplier invoices, customer invoices and vouchers.

Attachments in the Visma inbox that are not matched to a voucher are imported and can be followed up in BilagPilot.

The firm can hide items posted to chosen account numbers. An item is only hidden when every account on the voucher is hidden.

2 pages x 100 rows for each of supplier invoices, invoice drafts, customer invoices, vouchers and loose attachments.

Customer invoices, supplier invoices, invoice drafts and vouchers all get the attachment bound to the document. If the bind fails the file stays in the attachment inbox.

The Visma attachment inbox is used for everything except customer invoices.

“Send to Visma attachment inbox” from uploads.

Accounts and VAT codes are fetched for the fiscal year covering the voucher date, and cached for 24 hours.

An unposted voucher draft is created in the open fiscal year covering the voucher date, with the attachment linked.

No separate price for API access. The firm registers as a partner with Visma.