C H A T P O I N T

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Your finance and account assistant

Say goodbye to tedious and repetitive work.

  • Financing Agent
  • Audit & Accounting

What You Can Achieve​

  • Efficiently keep and retrieve documents and messages collaborated with clients
  • Assist the review and support your business growth
  • Instantly retrieve your required information by searching the previous document chats
  • The built-in search engine simplifies any complex searching criteria
  • Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it
  • Keep customer, communication and file records such as proposals delivery and plans ever prepared

Document management

Keep track of document versions and traceable file-comments to greatly improve the internal operation need.

Efficient access to records

Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it.

All your customer info in one place

Keep customer, communication and file records such as proposals delivery and plans ever prepared.

Easy access to information

High integration of file chats and documents makes relational information traceable across groups.

Keyword record system

The built-in engine of user-definable keyword tables and values construct a handy record system to help identify the required data records.

All-round search capabilities

An extensive search mechanism that includes filters like file names, file content and boolean, file types, file comments, user-definable structural keyword groups and values, dates, etc.

What You Can Achieve​

  • Store accounting, audit, reports, forms, and company secretary
  • Remark and insert attachments on any files, and all searchable
  • Files and folders are structurally organized
  • Reduce hardly tracked emails by document-centric collaboration with clients and internal colleagues
  • Share files to clients via professional access share and password-protected links
  • Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it
  • An extensive search mechanism that includes filters like file names, file content and boolean, file types, file comments, user-definable structural keyword groups and values, dates, etc.

Document management

Keep track of document versions and traceable file-comments to greatly improve the internal operation need.

Efficient access to records

Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it.

All your customer info in one place

Keep customer, communication and file records such as proposals delivery and plans ever prepared.

Extensive user management

User roles and various info and discussion groups, and user space allocation.

Keyword record system

The built-in engine of user-definable keyword tables and values construct a handy record system to help identify the required data records.

All-round search capabilities

An extensive search mechanism that includes filters like file names, file content and boolean, file types, file comments, user-definable structural keyword groups and values, dates, etc.