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Basic edition from 15 EUR / month
Works standalone
This product does not require any specific ERP system. The integrations below are optional.
| Basic | Advanced | |
|---|---|---|
| Charged unit - account | ||
| Charged unit - bank | ||
| Downloads of bank statements | ||
| Sending a payment orders | ||
| Fully integrated with ERP Helios | ||
| Price per month | 15 EUR | 100 EUR |
Prices are excluding VAT.
ADAPTY CRM &
ADAPTY CRM gives sales reps one workplace for everything: work queue, pipeline, and the next step for each opportunity, without switching between records. Its AI knowledge layer summarizes the current stage, changes, and recommended next steps using data from ADAPTY, ERP, and the customer’s website. Sales managers get a real-time overview of the entire team and pipeline. Helios Inuvio integration is included, but the CRM also works without ERP.
ADAPTY Maintenance
ADAPTY Service & Maintenance combines dispatching, planning and service evaluation in one process center. Field technicians use a mobile app to view jobs, machines and service history, record materials and work, add photos and have customers sign service reports on-site. The calendar manages technician capacity and inspections are generated automatically. Reports show service hours, billing and the most failure-prone machines. Helios master data integration is included, but ADAPTY also works without ERP.
Automation of bank processes
The banking app will ensure that bank statements are regularly downloaded from the client's online banking and directly uploaded to the client's ERP system. The application will also upload payment orders directly to online banking. The authorised person will then simply authorise the payment in the bank's app.
Security
Communication between the bank and the ERP system is secured through encrypted communication. Thanks to direct integration, finance department employees no longer need to download and save statement files and orders on their local drives. Accounting firm employees who work with their clients' statements and orders do not need to set up online banking access.
Fully integrated with ERP
The banking app provides an interface between ERP and online banking so that the client can concentrate on working in one system only (ERP), without having to leave it for other apps and systems.
Detailed information
Currently, the banking application can be used to connect with Komerční banka, ČSOB, Raiffeisenbank and Česká spořitelna. To better visualize how to work with the banking application in HELIOS iNuvio, we have prepared two short videos for you. </br> <a href='https://vimeo.com/826195185'>The first video</a> shows how to work with the existing banking plugin pluginem. </br> <a href='https://vimeo.com/826189322'>The second video</a> shows how to download bank statements and send bank orders via the bank app.