Connect your clients' accounting software.
Preciso centralises your engagements' data, even when your clients use different software. A single installation can handle hundreds of connections.
How it works
One connection per engagement
Each engagement has its own connection: software used, locally encrypted access, sector and synchronisation frequency. Adding a client simply means adding a new connection.
Only new data is retrieved
After the first synchronisation, Preciso retrieves only what has changed since the last connection. Updates stay fast, even with many engagements.
A problem stays isolated
If a connection hits an error, the other engagements keep synchronising. The incident is logged and the affected connection is retried.
File import when needed
When software offers no direct connection, Preciso can import CSV or Excel files and helps you match the columns.
Supported software
Your software isn't on the list yet? Contact us.
Bexio
Connection and automatic synchronisation of accounting data.
Odoo
Connection and synchronisation of your engagements' accounting data.
Abacus
Connection of engagements managed in Abacus.
WinBIZ
Retrieval and integration of accounting data.
Crésus
Import of accounting data from Crésus.
Manual import
Import data from other software using your files.
Public data
Enrich your sector comparisons with Swiss public data.
Discover Preciso in a demo.
See concretely how Preciso can help you analyse your clients, compare their performance and prepare your advice.