Advanced billing & invoicing add-on for Business Central
KLEVR APPS
Klevr Keystone is the billing & invoicing add-on for Business Central you have been looking for.
Purpose-built for Australian & New Zealand businesses using Dynamics 365 Business Central. Developed by a certified Australian Microsoft Solutions Partner, Klevr Keystone enhances your Business Central deployment with advanced billing, invoicing, and cash management capabilities.
From automated document creation to streamlined bank file exports and approval workflows, Klevr Keystone empowers you to take full control of your invoicing and billing – all from the one platform.
Designed to save time, reduce manual errors, and provide professional outputs, Klevr Keystone is the perfect extension for businesses looking to optimise their financial processes.
BENEFITS
Automated Billing & Invoicing
Generate invoices, sales quotes, and other critical documents in standard Word-based formats, saving time and ensuring a professional touch for your customers.
Integrated Cash Management
Simplify bank transactions with customised bank file export formats, direct debits, and optimised cash management, ensuring smooth and error-free financial operations.
Approval Workflow Automation
Standardise and automate approval processes for purchases and financial transactions, minimising delays and reducing administrative bottlenecks.
Batch Document Sending
Send multiple invoices, remittance advices, and other documents in batches, boosting productivity and reducing time spent on repetitive tasks.
Enhanced Financial Reporting
Utilise Dimension Value Links for greater consistency in financial data, enabling more accurate billing, invoicing, and overall financial reporting.
Customisable Workflows & Document Templates
Tailor billing, invoicing, and approval processes to match your business’s unique requirements, ensuring optimal efficiency and accuracy.
Security & Compliance Assurance
Keep your financial data secure and compliant with Australian regulations. Benefit from secure document handling and bank-grade encryption for all transactions.
KLEVR KEYSTONE FEATURES
Seamless integration of essential billing and invoicing processes within Business Central, delivering a comprehensive, end-to-end solution for managing all aspects of your accounting and cash flow management.
- Advanced Billing & Invoicing Capabilities: Generate and manage business documents, including Purchase Orders, Sales Quotes, Sales Invoices, and Credit Memos, all in standard Word-based formats to provide a consistent, professional experience.
- Bank File Export Formats & Direct Debits: Tailor bank file exports to your banking partners’ requirements and automate direct debit collections, making billing and payments more efficient.
- Automated B/RCTI Process: Streamline the Business Recipient Created Tax Invoice (B/RCTI) process, reducing manual errors and ensuring compliance.
- Approval Groups & Standard Approvals: Create approval workflows for billing, invoicing, and purchasing activities, ensuring all financial processes are reviewed and authorised appropriately.
- Batch Document Sending: Save time by sending invoices, remittances, and other documents in bulk – directly from Business Central to your customers and suppliers.
- Dimension Value Links for Financial Accuracy: Maintain data consistency with Dimension Value Links, enhancing financial accuracy across billing and invoicing processes.
- Works with Continia for Expense Management: Seamlessly integrate with Continia Document Capture to process expenses and reimbursements alongside your billing and invoicing needs – ensuring a comprehensive financial management solution.
- Quick Implementation and User-Friendly Design: Get started quickly with Klevr Keystone’s easy implementation process. Our intuitive, user-friendly interface means your team can begin managing billing, invoicing, and approvals effectively from day one – no steep learning curve required.
- Seamless Microsoft Ecosystem Integration: Klevr Keystone integrates effortlessly with other Microsoft solutions, including Dynamics 365, Office 365, Outlook, and Power BI, allowing you to manage your financial operations in a connected and efficient manner.
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INTEGRATION
Klevr Keystone integrates with familiar platforms, software & apps.
Integration with other third party platforms by request.
Dynamics 365 Finance & Operations
Dynamics 365 Business Central
Dynamics 365 Customer Insights
Xero
Stripe Payment Gateway
Microsoft Copilot
Microsoft Office
Microsoft Outlook
Microsoft SharePoint
Microsoft Power Bi
Security & Compliance
Enterprise-grade security with peace of mind
Klevr apps are built on the same secure foundation as Microsoft Dynamics 365, offering enterprise-grade security to protect your data. With flexible server location options, you can ensure compliance with local regulations, while benefiting from the robust protection of the Microsoft Cloud.
Training & Support
Comprehensive training and local support
Klevr apps implementation comes with tailored training and dedicated support from our internal help desk and local support team. We ensure your team is fully equipped to leverage every feature, providing hands-on guidance and ongoing assistance to keep your operations running smoothly.
Managed Services
Expert managed services for ongoing success
Our managed services extend beyond the initial setup, offering continuous support for your Dynamics 365 environment and Klevr add-on applications. From routine maintenance to complex integrations, our team is here to handle the day-to-day management, allowing your business to focus on what it does best.
