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Connect Cegid Expert to LeanPay in just a few minutes. Eliminate manual customer data entry and accelerate your collections process.
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LeanPay integrates with Cegid Expert through the import of the customer general ledger, allowing all the data required to manage accounts receivable to be retrieved.
This synchronisation brings into LeanPay all open customer entries, including invoices, credit notes, payments, as well as due dates and outstanding amounts. Customer information and additional data useful for follow up can also be imported.
By analysing the matching (reconciliation), LeanPay automatically updates invoice statuses, links credit notes to the relevant invoices and accurately reflects the accounting situation.
Invoice PDFs can be imported into LeanPay and attached directly to customer payment reminders.
This entire process ensures that the data used for collections is fully aligned with the accounting records from Cegid Expert.
Cegid Expert is a modular management solution designed for accounting firms. It covers the full accounting and tax production chain, payroll and internal practice management.
The solution supports firms across their different areas of activity:
Cegid Expert provides productivity tools for automated data collection, automation of recurring tasks, fixed asset management and secure execution of repetitive processes.
With the “Paie Sérénité” and “Pass Social” modules, Cegid Expert enables personalised payroll file management while integrating regulatory and social law updates and ensuring compliance.
The business-oriented EDM is directly linked to the permanent file. It provides fast, centralised access to information, simplifies document consultation and updates, and enables secure sharing via a collaborative portal.
Cegid Expert allows firms to track customers and engagements, record time and expenses, perform bulk invoicing and analyse activity using configurable dashboards and indicators.
The solution includes review tools that help unify methods, standardise files and implement review plans tailored to different file typologies, with precise progress tracking.
This module simplifies tax return preparation, production of financial statements and reports, as well as the control and monitoring of tax obligations.
Within a few hours, LeanPay connects to Cegid Expert via the customer general ledger, allowing you to start sending reminders quickly.
Importing the customer general ledger from Cegid Expert ensures that the data used in LeanPay accurately reflects the accounting reality.
LeanPay teams support you throughout the setup of the connection with Cegid Expert.
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LeanPay imports data from the customer general ledger, including invoices, credit notes, payments, outstanding amounts, due dates, as well as customer information and additional data useful for follow up.
Yes. LeanPay analyses the accounting matching to automatically update invoice statuses and link the corresponding credit notes.
Yes. When invoice PDFs are available, they are imported into LeanPay and automatically attached to reminder emails.
Yes. Importing the customer general ledger ensures that the outstanding amount shown in LeanPay is consistent with Cegid Expert.
Yes. Import history and status are directly accessible within LeanPay.
LeanPay provides finance teams with an accounts receivable software to eliminate late payments and collect 100% of their revenue.
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