Agora Fiducial: Ergonomic and powerful ERP solution designed for a fully digitalized management of fiduciaries.
Discover some of the many benefits you can enjoy with the Agora Fiducial software suite.
Completely designed and pre-configured to meet the operational specificities of the sector, Agora Fiducial offers a large catalog of advanced functionalities allowing an easy and efficient management of all the activities of a fiduciaries.
Benefit from a computerized follow-up of the files in progress and appreciate, in real time, their situation and evolution.
Our powerful accounting suite manages your own accounting as well as that of your clients, also remotely.
Electronic Document Management
Centralise the management of your documents with our reliable and intuitive EDM solution offering the possibility to search and access your files in a few clicks.
Enter your services easily with our Timesheets module and its clever stopwatch feature.
Take advantage of a detailed schedule with extensive features to manage all your deadlines and be prepared for each of your commitments.
The seamless integration of all modules allows you to automatically update your accounting and see the financial situation of a file at a glance. Additionally, all partners are able to view the available client information in real time.
Your data circulate easily, allowing you to optimise all your business processes, save precious time, avoid double entries or errors and save on potential extra development costs.
In addition, seamless integration with the Office 365 suite offers you, for example, the possibility of synchronising your deadlines with your Outlook calendar and creating all your documents (letters, invoices, etc.) in line with your corporate identity using Word templates.
Manage the organisation of your e-mails directly via Outlook. Thanks to integrated artificial intelligence tools such as machine learning, you can opt for a classification based on suggestions that are refined over time or benefit from a fully automated classification and find your e-mails directly in the right customer file.
Upon login, a fully customisable Dashboard allows you to see at a glance your recent activities and find your data clearly organised in a user-friendly environment with comparative graphs.
This software suite is available as stand-alone modules or fully integrated into a powerful, scalable package, ensuring a progressive expansion and investment.