Caax integrates with market leading cloud accounting software within minutes allowing
the business, bookkeepers & accountants to process a first bill / receipt
or set up suppliers immediately.
No time consuming and expensive IT projects.
Caax is the solution for all businesses who face accounts payables challenges.
Bills and receipts received via post in paper format, and by email in digital format to different email accounts is inefficient
Caax gives suppliers and team members 1 dedicated accounts payable email address to send bills & receipts greatly increasing efficiency
Caax captures bill & receipt accounting data via OCR and supplier details saving the business time and money
Bills & receipts are ready for the business to Approve, Query, Dispute, Reject or Delete
Supplier communication is seamless and efficient
Caax gives the ability for the business to request supplier details, missing bills & credit-notes, statements and prices for products and services
Team members get a centralised view of all requests.
Bills & receipts are effortlessly and securely sent to the cloud accounting software with all the supplier details and all accounting data
Bills are ready for payment
Searching for bills made easy via the cloud saving time and money
Caax solves the accounts payable challenges faced by businesses.
Technology captures all accounting data and supplier details which is then reviewed by Caax team members meaning reduced / no manual data entry for the business
Bills & receipts analysed using AI, machine learning and supplier settings reducing manual data entry for the business
Supplier invoices matched to purchase orders, giving you peace of mind that only authorised expenditure has been incurred
Approval of bills to ensure only valid bills are approved for payment saving the business money
Seamlessly resolve issues with suppliers, saving time and avoiding disputes
Request supplier details, bank details, missing bills and statements, saving the business money and time to focus on value add work
Full audit trail of all events, helping you to manage the business efficiently
Caax dashboard helps business owners, bookkeepers and accountants manage and control their accounts payable process with key statistics.
Caax approval does much more than allowing business owners and their approved team members to simply approve bills.
Caax approvals helps the business to
Forward - Bills can be forwarded to the right team member to approve
Query / Dispute – Bills can be queried / disputed with reasons with their suppliers whilst holding all the information in one place for other team members to view as well as readily being available when suppliers want to discuss further
Issue - Bills can be placed into a status of issue for the suppliers to resolve the issue before the bill is approved and paid
Reject - Bills can be rejected to suppliers with reasons leaving a audit trail in case there is a dispute
Delete – Bills can be simply deleted with a reason for internal purposes without letting the supplier know
Every bill has valuable data which helps business owners, their team, bookkeepers and accountants in the following ways
History - Full audit trail of the bill is recorded which is valuable for supplier disputes and training team members
Payment Status – Can be viewed from Caax
Cloud accounting software link – Bills in Caax have a link which will take you directly to the bill in the cloud accounting software allowing to review this bill. Suppliers have the same link
In the accounts payable world Caax experience shows that a massive pain point is dealing with suppliers in terms of getting the right information and the correct bill for payment.
Business owners, bookkeepers and accountants, Caax technology gives the business the tools to overcome these challenges leading to massive time savings and hence increased profits.
The soft benefits derived is that the relationships with all parties are great allowing everyone to focus on add value ares of the business.
Caax is the solution to solve your clients accounts payable challenges
and offer your clients an efficient
way of working with you.
Caax founders are a team which is made up of a bookkeeper, chartered accountant and a technology expert where their skills and experience have been used to make this a successful product.
We know exactly the pain, stress and frustration involved in managing an accounts payable function for your clients
Accounts payable is subject to price pressure from your clients and Caax helps in providing a solution
Key Benefits
Our solution will transform the way you work with your clients the key benefits are
Supplier purchase invoices (also known as bills) and receipts are received when
purchasing goods / services for your business.
The business is required to analyse the purchase invoice & receipts to be able to have control over business expenditure in terms of the amount being spent and in what areas of the business.
Businesses which currently capture this data manually by human input is not taking advantage of technology in the form of Optical Character Recognition (OCR), Machine Learning (ML) and Artificial Intelligence (AI).
The advantage of this technology is
Advantages technology gives your clients leads naturally to efficiencies for your business.
All the above leads to a great relationship with your clients and giving you the time to talk to your clients about what is important in their lives in terms of business and personal goals.
Choose the Caax package which is right for your business
Bookkeepers & Accountants
Please contact Caax for volume based pricing by email support@caax.co.uk
| Features | ULTIMATE | PREMIUM | PLUS | ESSENTIAL |
|---|---|---|---|---|
| includes | ||||
| Team members unlimited | ✔ | ✔ | ✔ | ✔ |
| History - full audit trail of all events | ✔ | ✔ | ✔ | ✔ |
| 360 View | ✔ | ✔ | ✔ | ✔ |
| Cloud accounting software integration - Xero, QBO & Freeagent | ✔ | ✔ | ✔ | ✔ |
| Email support unlimited | ✔ | ✔ | ✔ | ✔ |
| BILL / RECEIPTS | ||||
| Supplier name captured | ✔ | ✔ | ✔ | ✔ |
| Bill accounting data captured | ✔ | ✔ | ✔ | ✔ |
| Important documents - Attach to bills & supplier records |
✔ | ✔ | ✔ | ✔ |
| Bill & credit-note clarification | ||||
| Bills / Credit-notes clarification | ✔ | ✔ | ✔ | ✔ |
| Bill & credit-note approval | ||||
| Approve / delete | ✔ | ✔ | ✔ | ✔ |
| Forward | ✔ | ✔ | ✔ | ✔ |
| Query / dispute & reject | ✔ | ✔ | ✔ | ✔ |
| Boss Override | ✔ | ✔ | ✔ | ✔ |
| View / change data | ✔ | ✔ | ✔ | ✔ |
| Request proof of delivery (POD) | ✔ | ✔ | ✔ | ✔ |
| Delivery note matching | ✔ | ✔ | ✔ | ✔ |
| Raise a debit note | ✔ | ✔ | ✔ | ✔ |
| Request for accounting documents & information | ||||
| Bills / credit-notes / statements | ✔ | ✔ | ✔ | ✗ |
| Supplier details / bank details / email address | ✔ | ✔ | ✔ | ✗ |
| Reminder alerts - Automatic and manual | ✔ | ✔ | ✔ | ✗ |
| purchase order approval | ||||
| Approve & reject | ✔ | ✔ | ✗ | ✗ |
| View supplier action - accepted / declined | ✔ | ✔ | ✗ | ✗ |
| View POs that are awaiting bills | ✔ | ✔ | ✗ | ✗ |
| View POs where bills received & matched | ✔ | ✔ | ✗ | ✗ |
| Price request | ||||
| Send up to 5 suppliers request for a price | ✔ | ✗ | ✗ | ✗ |
| See suppliers who have viewed your request | ✔ | ✗ | ✗ | ✗ |
| Compare supplier prices to see savings | ✔ | ✗ | ✗ | ✗ |
| From a price received send a PO to the supplier | ✔ | ✗ | ✗ | ✗ |
Caax was created to eliminate the pain, stress and waste of valuable time business owners, their suppliers and bookkeepers go through in the process from purchase of goods and services to payment.
Caax product has been successful and in April 2024 the decision was taken to launch the product to all bookkeepers and accountants.
Devonshire House
582 Honeypot Lane
Stanmore
HA7 1JS
United Kingdom
