Automatisation

Automatisez votre saisie comptable

Automating accounting data entry means turning your bank statements and documents into proposed entries that the accountant only has to validate. In GeniusCount, it rests on three building blocks: bank import (CAMT.053, CSV, bLink), per-mandate entry rules, and supervised AI agents that prepare the remaining work. Up to 90 % of data entry can be automated on regular flows. Manual data entry is the most time-consuming and thankless task in an accounting firm: it eats up hours, generates copying errors and overloads the team during closings. Automating it doesn't mean taking the accountant out of the loop, but giving them back their time for review and advice.

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How data entry disappears, step by step

Les mouvements bancaires arrivent seuls CAMT.053, CSV statements or bLink connection: no more re-entering bank lines, whatever the institution.
Rules turn movements into entries Rent, salaries, subscriptions, recurring suppliers: each recognised movement becomes a proposed entry, with the right account and the right VAT.
AI agents prepare the rest For movements without a rule, the AI agent proposes a categorisation based on the mandate's context and flags doubtful cases instead of guessing.
Your team validates in a single review The accountant checks the proposals, corrects the exceptions and stays in control: validation remains human.
Each correction enriches your rules: the more you use GeniusCount, the less manual data entry remains the following month.

Ce que votre fiduciaire y gagne

Hours given back on every mandate

Line-by-line data entry disappears from your staff's days, including during closing peaks.

Moins d'erreurs de ressaisie

Amounts and references come straight from the bank: no more transposed figures or forgotten lines.

More mandates without hiring

The time freed up is reinvested in advice and winning new clients, with the same headcount.

A concrete case: a retail business with several hundred lines a month

Take a retail mandate: several hundred bank movements a month, card takings, recurring suppliers and a few atypical expenses. Handled by hand, this file demands a full day of data entry, with the risk of a transposed amount or a forgotten line that will surface at closing.

In GeniusCount, the statement is imported in one go. Rules recognise rent, subscriptions and usual suppliers and turn them into proposed entries, with the right account and the right VAT. For movements without a rule, the AI agent suggests a categorisation based on the mandate's context and flags doubtful cases instead of guessing. All that's left for the accountant is a review: check the proposals, settle a handful of exceptions and validate. On this kind of regular flow, up to 90 % of data entry is absorbed automatically.

And the system learns: each correction becomes a rule, so the same mandate needs even less intervention the following month.

Frequently asked questions

On mandates with regular flows, bank import combined with entry rules lets you automate up to 90 % of data entry. The rest, special cases and unusual documents, stays validated by the accountant.

You define rules per mandate (label, counterpart, amount, VAT); every matching bank movement is turned into a proposed entry. AI agents can additionally suggest rules based on your history.

No: the AI prepares and proposes, your team validates. We recommend human supervision of the work carried out by the agents, which are in their launch phase.

CAMT.053 (XML), CSV, XLSX and XLS, as well as direct bank connection via bLink (SIX). If your format isn't compatible, contact us so we can add it.

No: you start with a few rules for recurring flows (rent, salaries, subscriptions), and the system enriches itself with use. AI agents suggest new rules based on your history, so setup shrinks month after month.

They are attached to the mandate in the DMS and, where possible, automatically matched to the corresponding entry. OCR reads amounts and references to limit manual data entry.

The gains are gradual: the first month is used to set up rules and take over history, then the automated share grows as the system learns your data-entry habits.

Measure the gain on one of your mandates

Bring a real mandate to a demo: we import the bank, set up the rules and you count what's left to enter.

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Go further: rapprochement bancaire automatique · logiciel comptable pour fiduciaires · agents IA · connexion bancaire bLink