"It’s perfect that I came across Reportability"

Accountant Leif Mortensen runs a business where he provides advisory services, bookkeeping, and annual reports for his clients. The integration between Reportability and WebFinance's bookkeeping system makes his workflows efficient, freeing up time for more tasks or leisure.

A clear and fast tool to use

Leif Mortensen has been using Reportability since the 2021 annual report, and he appreciates saving time while ensuring the final report is well-structured and professional. According to Leif Mortensen, several specific features make his work easier:

"First and foremost, Reportability is clear and fast to use, but there is also great support. The support team is quick to respond," he says, adding: "It is easy to switch from one client to another in Reportability, and I can change the logo for the different clients."

Covers everything

The checklists in Reportability ensure that Leif Mortensen covers everything and only submits a complete financial report.

"It’s perfect that I came across Reportability. I pay for what I use, and I don't have to deal with a lot of large subscriptions. I really like that," he says with satisfaction.

Integration means time saved

In addition to Reportability, Leif Mortensen uses WebFinance for bookkeeping and VAT accounting, as he has done for the past 25 years. Along with Digital Revisor, WebFinance and Outlook are always open on his computer.

"If I want to correct something, I enter it in WebFinance, and after 30 seconds, it’s in Reportability. It saves me time on manual entries, and I have minimized the risk of typing errors."

Leif Mortensen believes it takes very little time to prepare an annual report for a company in Reportability once the bookkeeping in WebFinance is reconciled. Given the number of reports he prepares annually for his clients, the time saved is welcome and can be spent on advisory tasks instead.

As easy as possible with WebFinance and Reportability

Michael Steen Pedersen, partner at Dateco, who works daily on the development of WebFinance, explains that the ambition behind the integration between WebFinance and Reportability was precisely to make workflows as easy as possible:

"You select the accounting period you want to export figures from, press transfer, and the figures are moved to Reportability. You save a lot of time with the integration because what you have booked in WebFinance is transferred to the tool where the report is generated. Whether you want to take on more tasks or finish work early one day is entirely up to the individual," says Michael Steen.

Danish-owned accounting system for SMEs

WebFinance is a 100% Danish-developed and owned accounting system aimed at the SME segment. The company has been in the industry since 1995 and is approved by the Danish Business Authority for the new Bookkeeping Act. According to Michael Steen Pedersen, for him and his colleagues, it is all about creating efficient and easy workflows. He is pleased that Leif Mortensen is experiencing the benefits of the integration between Reportability and WebFinance:

And even though it’s easy to use, we’re always ready to help if a user has questions about the system’s features, and wait times are short.

Leif Mortensen confirms this: "The team at WebFinance is great at helping out whenever I need it. It’s quick, which is really nice."