THE SAV PLATFORM

Accounting information for better business decisions.

SAV brings together financial information, team data and documents for business owners, managers and accountants. Review indicators, follow tax obligations and share the documents that support business management.

CONNECTED BY SAV

One platform. One clear view.

Dashboard
Financial analysis
Tax obligations
People and expenses
Sales and purchase extracts
Accounting documents
Your financial information, people and documents — connected in one place.

For business owners and managers

Access company information, follow indicators and prepare decisions with more context.

For accountants

Present financial information, share documents and keep the conversation with clients going.

01

Dashboard

Review your company’s financial position.

Review the company’s annual financial position, profit distribution and trial balance analysis. A visual summary helps identify the indicators that deserve a closer look.

  • Annual financial position
  • Profit distribution and trial balance
  • Indicators presented visually
02

Financial analysis

Analyse finances, investments and your team.

Combine statistical and financial analysis with information about investments and human resources. Metrics help put different parts of the business into perspective.

  • Financial and statistical metrics
  • Investment context
  • Human resources information
03

Tax obligations

Follow taxes and payment obligations.

Review the company’s tax position, taxes and obligations to be paid, alongside the related documents. Bring the information together to discuss with your accountant.

  • Company taxes and obligations
  • Supporting tax documents
  • Information to follow payments to the state
04

People and expenses

Organise holidays, expenses and payslips.

Running a business also means looking after people. Follow holidays, employee expenses and the documents associated with your team.

  • Holiday management
  • Employee expense records and tracking
  • Organisation of payslips
05

Sales and purchase extracts

Put sales and purchases in context.

Review sales and purchase extracts and aggregated receipts. Keep a reference point for understanding commercial transactions with your accountant.

  • Sales extracts
  • Purchase extracts
  • Aggregated receipts for analysis
06

Accounting documents

Find the documents behind the analysis.

Access financial statements, balance sheets and official documentation provided by your accountant. Connect the business overview with the documents that explain it.

  • Financial statements
  • Balance sheets and accounting documents
  • Official documents shared by your accountant
07

Digital archive

Share documents with your accountant.

Share documents through the platform and bring the archive together for your accounting team. Explore text recognition, search and links to SAF-T transactions.

  • Digital sharing with your accountant
  • Document organisation and search
  • OCR and relationships with SAF-T information
Explore the digital archive
08

Primavera ERP

Connect accounting information with Primavera ERP.

The Primavera ERP integration connects accounting software information with a view designed for business management. Discover how it fits your organisation.

  • Connection to the Primavera ERP ecosystem
  • Accounting information in a business context

Confirm the supported versions, modules and setup for your software with the team.

SAV

One platform. A more informed conversation.

Explore the plans or talk to the team about what your business and your accountant need.