Bobbee is a financial management platform that automates accounting processes, including invoice collection, bookkeeping, and tax declarations, using machine learning and real-time data analysis. It enables accounting firms and businesses to streamline their operations, reducing administrative workload by up to four days per month while enhancing financial visibility and collaboration.
Funding
$2.5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many accounting firms and businesses face challenges in streamlining their financial operations due to manual processes and disparate systems. This leads to increased administrative overhead, reduced financial visibility, and difficulties in collaborating effectively. The lack of real-time data and automation hinders efficient decision-making and increases the risk of errors in tax declarations and financial reporting.
Solution
Bobbee by AGIRIS is a comprehensive SaaS platform designed to streamline accounting and financial management processes for both accounting firms and businesses. It consolidates key functions such as invoice collection, bookkeeping, tax declarations, and data analysis into a single, unified system. By leveraging machine learning and real-time data, Bobbee automates many routine tasks, reducing administrative workload and improving accuracy. The platform facilitates enhanced financial visibility through customizable dashboards and real-time reporting, enabling users to make informed decisions. Additionally, Bobbee promotes seamless collaboration between accounting firms and their clients by providing a shared database and communication tools.
Target Audience
Bobbee's primary users include accounting firms seeking to improve efficiency and client satisfaction, as well as CFOs, financial directors, and business owners aiming to gain better control over their finances.
Features
- Automated invoice collection from multiple sources including Drive, Dropbox, email, scans, and a mobile application
- Advanced OCR (Optical Character Recognition) technology for efficient processing of invoices and receipts
- Automated reconciliation of bank transactions with accounting entries
- AI-powered suggestions for assigning accounting entries based on user habits and machine learning
- Comprehensive revision module with pre-built review checklists and customizable financial statements
- Automated tax declarations for VAT, corporate income tax (IS), and CVAE (Cotisation sur la Valeur Ajoutée des Entreprises)
- Real-time financial statements including balance sheets, income statements, and cash flow statements
- Task management system with automated reminders for tax obligations and internal deadlines
- Customizable dashboards with over 70 financial indicators and ratios
- Electronic invoicing capabilities, including secure connection to the INSEE database for client validation
- Automated management of unpaid invoices with integrated payment and reminder features
- Secure document management with automated document classification and duplicate detection