Going paperless saves time at every step: collecting documents, data entry, reconciliations, archiving. Above all, it gives you more recent figures to steer your business, provided it is well organised and supervised.
The building blocks of a paperless chain
Collecting documents
Invoice centralisation platform, automatic retrieval from suppliers, receipt of e-invoices: each document is matched to its transaction.
Bank feeds
Bank transactions come through automatically into the accounting tool; entries are pre-generated, then reviewed by a professional.
Invoicing
An invoicing tool linked to the accounts and compatible with e-invoicing avoids double entry.
Archiving and signature
Secure storage of documents for the legal periods, electronic signature of engagement letters, minutes and contracts.
Points to watch
- Evidential value: a scanned document must meet certain conditions to replace the original.
- Security: access, backups, strong authentication.
- Human review: automation proposes, the professional checks. That is what secures the reliability of your accounts.
- Simplicity: a few well-connected tools are better than a pile of apps.
Where to start?
- Take stock Your current tools, your document flows, who does what.
- Connect the bank Account feeds and automatic reconciliation.
- Centralise documents A single entry point: app, dedicated email address or automatic retrieval.
- Link invoicing A tool compatible with e-invoicing, connected to the accounts.
- Set the rules Sending deadlines, approval of expenses, archiving.
Common mistakes
- Multiplying tools that do not talk to each other.
- Scanning without storage rules: a poorly scanned document can lose its evidential value.
- Automating everything without checks: categorisation errors go unnoticed until year end.
Our approach
We start from your habits and your tools, then propose the simplest organisation that saves you time. Pre-accounting and bank entries are automated, always checked by a professional. This organisation is part of our year-round support: it is not a separate project. See the tools and platforms we work with
Estimate your budget now, for your situation: estimate my budget
Frequently asked questions
Can I throw away paper originals?
Provided the scan is faithful and storage secure, a digital copy can have the same value as the original. Some documents are exceptions: let’s check together.
How long must accounting documents be kept?
In principle ten years for accounting documents, with other periods for some tax and social documents.
Which tool should I choose?
The one that best fits your activity and volume. We help you compare.
Is going paperless suitable for small businesses?
Yes, often even more so: a few well-connected tools save precious time for an owner who handles the admin alone.
Is my data secure?
It depends on the tools and practices: reliable hosting, backups, limited access, strong authentication. We help you choose.
Going paperless: does your accountant in France set up your online tools?
Yes, from the start of the accounting and tax engagement: online invoice upload, bank synchronisation and a link with your invoicing tool. Entries are pre-generated, then always checked by a professional: reliable accounts, and more recent figures to steer your company and your own pay. You save time without losing control. In 2 minutes, your meeting is booked; in 5 more minutes, your fee estimate is shown. Get my free meeting and quote
Business still run on paper, already working with an accountant in France: how do you join us?
It is simple: you send your termination letter to your previous firm (we give you an example to adapt), and we organise the handover of your file with them, in line with professional rules. Online tools are set up from the start: document space and bank synchronisation. See the steps to change accountant