Document Receipt
Secure receipt with organisational metadata, naming and versioning.
- Readability
- Completeness in accordance with the specified checklist
- No account allocation or posting
FINANCIAL PROCESSING
Order that sustains us every month.
From the secure receipt of documents to clearly assigned queries: CASA FINANCE streamlines the commercial process and ensures a coordinated handover to your accounts department or law firm.
For private individuals and businesses: You are welcome to enquire about any of the services on offer. The scope and terms and conditions will be set out in a personalised quotation.
Tasks & Approvals
Each task has an outcome, a person responsible, a deadline, a company and a responsibility indicator.
- Customer
- CASA
- Tax adviser
Monthly handover
Structured data transfer to the relevant accounts department or a separately appointed accountancy firm.
CASA FINANCE carries out organisational checks – not tax checks.
We check documents for legibility and purely organisational completeness using a checklist provided by the client or tax adviser. Account allocation, posting and tax plausibility checks are not included in the starter package.
Finance Department & Business Control