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. See the tools and platforms we work with
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.
The forecasts, cash-flow plans, dashboards, simulations, studies and analyses mentioned above are additional engagements, provided on request and quoted in advance in your engagement letter: the more frequent they are, the higher their cost.