Claridy

A backup of all data is made on a separate server.

Users can only access the software if the correct IP address is recognised.

The data is stored in Europe.

It is possible to give employees/users different user rights.

Allows users to log in once, after which they automatically get access to multiple applications.

Two-factor authentication is an extra layer of security when logging in to the software. For example a password and an SMS verification.

Examples: GPs, physiotherapy, speech therapy, mental healthcare (GGZ), dietetics, exercise therapy, skin therapy, haptotherapy, osteopathy, occupational therapy and podiatry.

Examples: construction companies, painting companies, installation companies and insulation companies.

Examples: cleaning companies and security companies.

Examples: restaurants, bistros and cafés.

Examples: software developers and website developers.

Examples: social workers and voluntary work.

Examples: supermarkets, retail trade and craft businesses.

Examples: manufacturers of medicines and the chemical industry.

Examples: accountancy firms and bookkeeping firms.

Examples: agriculture and horticulture.

Examples: garages and car dealers.

Examples: educational institutions, childcare and training institutes.

Examples: wholesalers and trading companies.

Examples: mining and the metal industry.

Examples: distribution centres and transport companies.

Examples: broadcasters, radio stations and content development.

Websites where a product or service can be purchased.

Examples: petrol stations and oil refineries.

Companies that make a physical product. For example clothing production, tool production and food production.

Examples: holiday parks, hotels, theme parks and museums.

Examples: temporary employment agencies and secondment agencies.

Examples: housing associations and estate agents.

Examples: ministries, water boards, provinces, municipalities, the UWV (Employee Insurance Agency), the police and institutions with a public task.

Examples: consultancies, marketing agencies and law firms.

Visitors can be registered using the software.

Within the software it is possible to communicate about internal and external documents.

Internal chat function for chatting with colleagues.

Overview of who performed which actions and when.

Plan and follow meetings, tasks and events for yourself and other colleagues.

The software gives a notification when an important event occurs.

Involving employees in the organisation through a timeline, where they can share content themselves, like posts and leave comments.

Option to set up a workflow for getting expense claims approved.

Automatic foreign VAT refund for credit card payments.

Automatic mileage calculation based on an online maps service.

Business trips can be requested in the approval workflow.

Credit card payments can be linked automatically to an expense claim.

Supervisors/managers can approve/reject invoices/receipts via an app.

Expense claims can be registered to different cost centres.

Users can scan and submit receipts or invoices via an app.

Adding a feedback note to a rejected expense claim.

Users can claim mileage.

Claim expenses digitally, such as travel costs, tools or lunch costs.

An expense claim can be submitted in different currencies and is converted immediately. This can be handy when claims are submitted in different currencies.

Option to follow the status of submitted expense claims.

In the software it is possible to use or design standard (web) forms and/or templates.

Option to store internal documents (digitally).

The invoice processing software automatically makes a booking suggestion for the documents supplied. The software automatically reads the relevant data from an invoice.

Example
For a purchase invoice, for instance, the invoice number, the supplier and the total amount including and excluding VAT are recognised.

Based on this, an automatic booking suggestion is made, so that the invoice is processed correctly in the accounts.

Assigning authorisation rules, so that invoices reach the right user for approval.

The invoice processing software makes sure invoices are automatically sent to the right users based on conditions. For example from a certain threshold amount or for a specific creditor. This means not all invoices need to be approved, only a select number.

Invoices and receipts can be submitted to the invoice processing software via a unique email address. Many organisations ask suppliers to send invoices to this address, so you no longer have to keep track of this in your own email.

The invoice processing software makes sure purchase orders and goods receipts are matched to an invoice automatically.

Many companies process invoices that relate to a purchase order. Matching purchase orders to an incoming invoice can be a lot of work. Automatically matching a purchase order to an invoice can therefore save a lot of time.

Adding a feedback note to an invoice.

Users can scan and submit receipts or invoices via a mobile app.

This is very handy for receipts, for example. You take a photo of the receipt with your mobile and it then automatically ends up in the invoice processing software.

Invoices can be submitted in bulk to the invoice processing software.

The invoice processing software can recognise invoices and receipts in the software. OCR technology is often used for this. OCR stands for Optical Character Recognition.

The invoice processing software offers the option to approve or reject invoices via a mobile app.

In the invoice processing software it is possible to set up an authorisation workflow. Invoices must be authorised before they continue in the process. For example, it is possible to have several users check an invoice before the invoice is released for payment.

Invoices can be stored online.

It is possible to split and merge invoices.

The software is able to recognise and process UBL (Universal Business Language) invoices.

Registering internal or external complaints.

Option to draw up and describe processes.

Registering, for example, workplace inspections.

Submitting improvement proposals for a process.

Drawing up and recording work instructions for processes.

An API (in full: application programming interface) is a foundation on which computer programs can communicate with each other.

The business software can be accessed via the browser.

A test environment within the software in which functionalities or actions can be tested.

The business software can be installed on your own server.

The software works with one online platform. This means that all information used to recognise documents from one customer is immediately available for all other customers as well.

Paying a recurring amount for the software. This is often per month, quarter or year. Software suppliers often offer a discount when you pay annually.

With this you only have to pay an (agreed) amount once for the software. You may still have to take out a maintenance contract for it.

With freemium the software can be used for free. If you want to use more options, you have to pay for them. Examples of freemium products are Spotify and YouTube.

It is possible to test the software for free using a trial account. This is for a limited period, often between 7 and 30 days.

The prices of this software are available on request. These prices are usually tailored to your company.

Paying for the software when you actually use it. For example paying per quotation drawn up, per invoice, per transaction, per signed document, etc. With this pricing model you are not tied to recurring costs when you do not use the software.

Reporting software provides automatic, valuable insights into your business by linking multiple data sources together.

With delivery software you use software to organise your own meal delivery.

With accounting software you automate your company's financial housekeeping by digitally keeping track of and accounting for all purchases, bank transactions and sales.

CRM software stands for Customer Relationship Management software and helps companies manage relationships. These are, for example, customers, suppliers or other partners. With CRM software you have an overview of your entire customer portfolio and insight into what is going on with a customer.

Accounts receivable management is the policy a company follows with regard to its debtors, also known as credit management. The aim is to make sure outstanding invoices are paid. Having a good debtor policy also ensures that you can pay your own bills on time.

Expense claim software makes the process of claiming expenses simple and fully digital. With a mobile app, employees claim payments and expenses from their employer. Keeping receipts, checking them or processing them in the accounts is no longer necessary. When employees pay for a business lunch or fuel costs, they take a photo of the receipt with the mobile expense claim app. The software automatically links the receipt to the financial transaction and, after checking, books it into the financial administration with one click.

With digital signing software you place a digital signature under a digital document. This is an electronic version of the physical signature with pen and paper. It lets customers, suppliers, employees and other parties sign your documents easily and quickly.

With document management software, all documents in a company are stored centrally. The software makes sure these documents are easy to find, that employees can work on documents at the same time and that new versions are saved automatically.

With EHR (electronic health record) software, medical patient data is stored and made available in digital form. Patients can get access to the record to, for example, schedule appointments or supply or request information about ongoing treatment.

ERP stands for “Enterprise Resource Planning” and is also called “all-in-one” software. ERP software digitises multiple business processes, with all employees working from one system and all information flows stored in one database.

Invoicing software helps with creating, tracking and sending digital invoices. You can see exactly which invoices have been sent and which have been collected. With invoicing software you can send invoices directly from the system to customers. You can create your own layout, with the software taking into account all the legal requirements a digital invoice must meet.

Invoice processing software supports companies throughout the entire process of digitally processing purchase invoices, sales invoices, receipts and other documents. Invoice processing software automatically reads the relevant data from an invoice.

Tax software reduces the administrative burden of a tax return by making it faster and easier.

With flexible payroll software, employees decide for themselves when they get their salary paid out. This means employees no longer have to wait until the end of the month.

A helpdesk is a location or person where questions can be asked, faults can be reported or advice can be obtained about a certain product or service.

HRM software stands for Human Resource Management software and automates HR matters such as requesting leave, expense claims and equipment on loan. It also keeps the personnel file up to date, such as contracts, appraisals, payslips and other important forms.

With integration software you connect software packages to each other yourself, with little or no programming experience. This software offers ready-made building blocks to easily link mobile apps, cloud applications and on-premise packages to each other.

Annual accounts software is for preparing and compiling financial reporting. The software has been developed for accountants and/or financial professionals.

POS software, also called a POS system, digitises the checkout process in a shop or hospitality venue.

Quality management software focuses on controlling and optimising business processes, with the aim of making errors and waste visible and continuously improving products and services.

With quotation software you quickly and easily draw up error-free quotations with unique features, such as multiple house styles, interactive elements and handy statistics.

Staff scheduling software makes scheduling staff easier and faster, to find the right balance between staffing needs and staff availability. With staff scheduling software you create a clear work schedule online based on, for example, availability and budgets. Employees always have access to the work schedule via a mobile app.

Process management software is used to clearly map, evaluate and optimise all processes within a company.

Configure Price Quote (CPQ) or product configurator software helps companies easily create quotations based on fluctuating prices and varying costs. With (visual) product configuration software, companies can easily configure products that are easy to see through 2D and 3D visualisations. This software is often used in manufacturing, engineering and industrial environments.

Production planning software helps companies schedule (production) work based on sales and expected sales orders. It takes into account available materials, delivery times, capacity and staff.

A project management tool helps companies set up, manage and steer projects. The aim of a project management tool is to bring structure to extensive work in which several disciplines often have to play a role.

With recruitment software it is possible to draw up multiple vacancies and profiles and match candidates to them. You also have a complete picture of all important characteristics of candidates.

With booking software you automate the booking process from the reservation on the website to the end of the visitor's stay. The software takes into account visitors' availability, wishes and requirements, as well as bookings via other tour operators.

Mileage tracking software is a vehicle tracking system for mileage and trip registration. Vehicle trips are tracked live and kilometres are registered automatically.

With payroll software you automate the entire process of paying your employees. Such as generating payslips, automatically filing the payroll tax return and automating the payment of all your employees.

With sales software you automate the sales process from winning a customer to closing a deal and make it visible to the whole organisation. Communication with potential customers is easily tracked, so you never miss a deal again.

With service management software, customers or employees get in touch online to report a service task. The software then supports you in managing and scheduling these service tasks. This makes it possible to stay focused on your current work and then easily set priorities for your follow-up work.

Talent management software aims to make the best possible use of employees' potential and to develop it. To this end the software offers handy tools to make this process run as well and as efficiently as possible.

With time tracking software, employees record the time spent on an activity. This gives you an overview of which work employees do and when they do it. Time can be recorded in minutes, hours or half-days.

With leave and absence software you have an overview and tools to deal with leave and absence in a targeted way, such as a medical file, a scheduling tool and leave and absence statistics.

With inventory management software the stock level is tracked and you receive a notification when a product needs to be purchased. It also keeps track of where a product is in the warehouse and makes it quick to find out how much a stock is worth. An inventory management system is also called a warehouse management system (WMS).

With webshop software you easily create your own webshop for your shop, and it is accessible to people with little technical knowledge and experience with web design.

Work order software helps automate work orders and everything that comes with them, such as scheduling, tracking and reporting service requests, dispatching employees to jobs and keeping track of service quality.

Creating tasks per employee, supervisor and working group.

External parties can be given their own login to manage open tasks.

Employees have insight into each other's tasks and their status.

Overview of all open tasks.

The software makes it possible to set up different roles.

Small and medium-sized enterprises. These are companies with at most 250 employees.

Examples: government bodies, charities, associations and foundations.

Companies with more than 250 employees.

A large enterprise with branches and employees in several countries.

A new entrepreneur or business.

A foundation is an organisation with a public-interest, social or idealistic purpose.

An association is a collaborative body that pursues certain goals. Members pay a membership fee and can determine the board themselves. Examples of associations are sports clubs and student associations.

Self-employed without staff (ZZP). This is a self-employed entrepreneur who has no employees.

Designing and adapting workflows for an efficient work process.

Workflow management ensures an efficient work process by automating actions and tracking the status of these processes.