The month-end close.
Invoices to record, payments to match, customers to chase, a summary for management. Here is an example month in a small accounts office: Evo does the copying and checking, you do the judging.
One month on the calendar
October, day by day.
Five fixed appointments and one everyday job.
Every day
Every day: incoming invoices
Every supplier invoice (the XML file or the PDF copy) is read: supplier, number, amount, VAT and due date go into the management system or a file to import.
Suppliers' questions
A supplier asks whether invoice 311 has been paid. Evo checks the payment schedule and replies with the expected date of the transfer.
The bank statement
September's bank statement arrives. Evo matches the transactions to the invoices: three payments are left without a match, and it flags them.
The reminders
From the list of overdue invoices, Evo prepares a reminder for each customer, more polite or firmer depending on the delay. They go out after your approval.
The payments
Prepares the list of payments due at the end of the month and sends it to whoever approves them.
The summary and the accountant
A one-page report for management (receipts, payments, open invoices, late customers) and the month's documents, in order, for the accountant.
What makes it possible
Who worked on the close.
The copying and checking to Evo; the judgement to you.
- 01
Specialised agents
Data extractors read invoices, bank statements and receipts and pull out the data, always in the same format.
From the Starter plan, with 3 agents
- 02
AI automations and workflows
Every invoice arriving by email becomes a row in the management system; on reminder day, the overdue list becomes a set of drafts to approve.
From the Growth plan, with 2 automations
- 03
Digital employee
Answers suppliers, prepares the summary and the documents for the accountant, and asks when something doesn't add up.
From the Growth plan, €99 a month per seat
Frequently asked questions
What people ask us.
Does Evo make payments?
No. It prepares the list of payments and submits it to whoever approves; a person makes the transfers from the bank.
Does it read e-invoices?
Yes: the XML file and the PDF copy, as well as foreign invoices, receipts and bank statements, scanned ones included.
Does it connect to our management system?
Yes, with a connector or a file to import, for example a CSV. Custom integrations are available from the Business plan.
What if a figure doesn't add up?
Evo doesn't correct things on its own: it flags the difference (a different amount, a payment without an invoice) and asks whoever has to decide.
Does it replace the accountant?
No. It gives them tidy, complete documents; advice and filings stay with them.
How many days does the close take you?
Tell us how you close the month: we'll show you which steps Evo can take on.