Chartered accountant MyUnisoft

MyUnisoft: The 100% cloud collaborative accounting software#

MyUnisoft is software designed from its design to facilitate real-time collaboration between the business manager and his accounting firm. Hosted in the cloud and highly secure (French digital sovereignty), it centralizes all financial flows and eliminates geographical distances.

The advantages of MyUnisoft for your daily management#

1. An intuitive interface for the manager: Access your key data, edit your sales invoices (Factur-X and Electronic Invoicing compliance) and keep an eye on your collections from the web portal or mobile application.
2. Automated collection (OCR): Take a photo of your expense reports or upload your purchase invoices. MyUnisoft's Artificial Intelligence automatically reads, extracts and accounts for data (supplier, amounts, VAT).
3. Bank synchronization: Daily and secure retrieval (DSP2) of account statements from your different banks, facilitating accounting and viewing of day-to-day cash flow.

A partnership for efficiency#

By entrusting your accounting to Hayot Expertise via the MyUnisoft environment, you save precious time.

• End of shoeboxes: Accounting documents are transmitted over time.
• Constant visibility: No need to wait for the annual closing to know the financial health of the company.
• Anticipatory compliance: The tool is natively prepared for the transition to mandatory electronic invoicing (PDP/PPF).

Optimize your administrative processes by adopting the preferred tool of a new generation of entrepreneurs.

MyUnisoft is built for collaboration between the company and its accounting firm, so its real value rises sharply when the processes on the client side and on the firm side are aligned. The point of the tool is not only to go paperless. It is to keep the books up to date on a steady basis, and that only happens when document collection, invoicing, banking and bookkeeping all feed into one another instead of living in separate silos.

A few principles shape how we approach it at Hayot Expertise:

• The quality of the OCR depends on filing habits. We structure how documents are submitted so that pieces are not misfiled, unusable or sent in too late.
• Invoicing has to stay compliant and easy to read. We make sure documents are correctly built, that VAT is properly recovered, and that the move to electronic invoicing is anticipated rather than improvised.
• The manager has to find useful information quickly. The portal, the bank feed and the supporting documents only make sense when they genuinely feed the accounting, not when they sit there as a storage space.

The tool fits very small businesses and SMEs that want a simple collaborative portal with their accounting firm, and managers looking for something more structured than emailing documents one by one. It also suits companies that invoice on a regular basis and want to reconcile sales, bank movements and accounting more easily. Finally, it is a sound choice for organisations preparing for electronic invoicing that want to build documentary discipline now rather than later.

We open the environment, the user accesses and the document submission flows on both the client side and the firm side. We then configure the bank feed, the invoicing and the filing rules that condition OCR quality, because the automation is only as good as the habits feeding it. We train the teams on the right practices so the portal does not slowly turn into a mere storage drive, and we keep a close eye on the first weeks of production to stabilise both the bookkeeping and the documentary routines.

A portal without filing discipline quickly becomes a storage space rather than a production tool. Scanning documents late reduces the benefit of having accounting available in good time. Invoicing inside the tool without framing VAT and mandatory mentions can create corrections that were entirely avoidable. And assuming the OCR removes the need for review is a mistake: automated entries always have to be checked.

You get a smoother, better centralised relationship between the company and the firm, books that are kept more regularly thanks to better document collection, fewer back and forth chases and fewer lost files. You also build a cleaner base from which to prepare electronic invoicing and to steer the company financially.