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KnowledgeSync - The Leader in Business Activity Monitoring

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Time Saver; Money Maker

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There is no disputing that KnowledgeSync offers two areas of benefit to an organization using a Financial application. First, KnowledgeSync automates key processes – such as generating and delivering order confirmations, invoices, picking lists, purchase orders, and so on.

Second is KnowledgeSync's ability to monitor financial data – and make sure that you are getting paid – and are paying for – the transactions that are the life-blood of your organization.

Consider how KnowledgeSync can:

  • Automatically generate and then email, fax, or otherwise deliver an invoice in PDF or HTML format whenever a new order is placed

  • Identify items nearing their re-order level, generate a purchase order, and deliver that to the appropriate vendor (or perhaps to a manager for approval)

  • Detect when a client has overdue receivables, send them a statement, notify their salesrep, and schedule a phone call with that customer

  • Spot problems in financial data, such as duplicate orders, unapproved discounts, pricing errors, or stock that will have to be written off

  • Combine data from financial and sales systems, detect potential credit risks and move critical information from one application to the other.

"If someone changes an item's standard cost, KnowledgeSync calculates the item's new gross margin and alerts me if the margin falls below a certain percentage."

KnowledgeSync Client Scenario

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