Ouest Conseils et moi is a mobile application that helps small businesses and their accountants manage activity in real time and communicate securely. The app centralizes essential tools — a dashboard for key figures, detailed views of outstanding receivables and payables, expense report management with invoice upload and OCR recognition, and a secure document management area for legal, accounting and HR files. Access requires requesting access codes from your usual advisor. If you need a compact, collaborative tool to monitor cash flow, submit expenses and exchange documents on the go, Ouest Conseils et moi makes those tasks straightforward.

Key Features

⭐ Real-time dashboard presenting key figures and business metrics for quick monitoring.

⭐ Detailed lists of outstanding receivables and payables to follow cash flow.

⭐ Expense report management with invoice sending and automatic OCR recognition.

⭐ Secure messaging to communicate directly with your accountant.

⭐ Secure EDM for sharing, searching and consulting legal, accounting and HR documents within Ouest Conseils et moi.

Advantages

✅ Manage your activity anytime and anywhere from a single mobile interface.

✅ Streamlines exchanges with your accountant through secure messaging.

✅ Speeds up expense processing by letting you send invoices and use OCR.

✅ Centralized document management makes it easier to find and share important files.

Disadvantages

❎ You must request access codes from your usual advisor before using the app, which can delay setup.

❎ Available features may depend on how your accounting firm configures the service.