Lucy is much more than a platform for managing invoices. In this section, you will discover how to use the digital vault to create a central place for securely storing and sharing documents, both for you as an accountant and for your clients. Think of storing reports, tax documents, or other important files that you always want to have on hand.
In addition, we’ll explore the integration possibilities with various accounting software, ensuring that Lucy integrates seamlessly with your existing systems and allows you to manage data flows effortlessly.
We’ll dive into these functionalities in more detail in the video below:
Tip!
Encourage your clients to upload documents directly into the vault. This will save you time as an accountant and keep the client’s file always up to date!
Note: The "Banking" feature is currently still under development. Soon, this will enable automatic linking of bank transactions to invoices!