Authorise Promis to make payments straight from your bank account and display your current bank balance in Promis. Storing Credit Cards Credit cards are added in the dashboard when making the first credit card payment. Once you have added the credit card, the details are securely (PCI compliant)...
Invite Users You can use Promis with your team. Your bookkeeper, your accountant or any managers and other team member. Currently, we offer 3 roles. Subscriber - owns the organisation (there can only be one) Manager - can approve bills and make payments User - can approve...
You can achieve the best automation if you suppliers are connected to Promis as well. It means their invoices to you flow straight into Promis and potentially into your accounting system with all details and completely error free. We suggest that you only start with your...
The ultimate aim is to have bookkeeping and payments fully automated. You just want to be notified when something out of the ordinary happens so you can decide how to deal with that. Our first implementation of that are the automation rules. For any suppliers that you...
We care about value. A lot. And we believe that value is created in the relationships between businesses and their clients. It is the product or service that is deliver that creates value for the client. The payments are the value to the supplier because...
"Whatever data exists electronically should not be re-entered" This is one of the guiding Promis concepts. All features have been created from that. And wherever we could reduce a user interaction we would. So most of our automation happens silently in the background without the...
For the past few days, I have had this sentence in my head: “Making time for what really matters.” There are so many aspects to it. There is the obvious question: how do I make time? But the deeper and more important one is: ‘What really matters?” “Be...
Every business transaction is a set of promises. The supplier promises to deliver a great service or product. And you as the client promise to pay by the due date. You both trust each other. Let's take an example: Bookkeepers are amazing people. Imagine the care they...
It is refreshing to hear the government speak so positively and enthusiastically about changes to Australia’s regulatory framework. And the speed at which things are moving is amazing. FinTech as a major focus in the innovation agenda makes a lot of sense and it is really...
Promis was born from my frustration with data entry. While absolutely loving the efficiencies that online accounting was delivering, I still had to deal with supplier invoices in an awkward and time-consuming way. Some coming via email, other where I had to log into a...
