Hide the form
Menu Close
Solitea OneCore Solitea OneCore

Solitea OneCore

One solution for all processes in financial services

OneCore is a specialised solution

Solitea OneCore is a specialised solution for financial services companies. It is fully integrated with Microsoft Dynamics 365 Business Central, therefore allowing its users to take full advantage of the platform.

It automates the processes of financing, renting and lending of almost any type of assets on the market, including online accounting implications. The solution includes reporting that offers a view of accounting and business data in the system.

Ability to work with annuities, aliquot calculations and various types of loans and interests

Easy changing of important operations thanks to instructive guides and tools for bulk changes

A simple tool for modelling various types of offers tailored to the customer’s needs 

Comprehensive management
of financial contracts

Operating lease

Financial lease

Credits

Instalment sale

Fleet management

Real estate financing

Modules

Contact management and CRM

  • allows the comprehensive management of business contacts, customers and suppliers in a single system, including the possibility of connecting to external systems for client verification
  • provides an overview of business opportunities and the history of all customers
  • enables various customer segmentations and comprehensively facilitates communication with the client

Management of the company’s financial products

  • a catalogue of subjects, including data import from external sources (AAD, JATO, Eurotax, etc.)
  • possibility of working with the price lists of provided services (operating lease)
  • the definition of the company’s financial products, including default settings
  • the definition of product templates, e.g. for individual customers or for marketing events

Contract management

  • customer service from the offer through the creation of a contract to the ordering of the subject of financing
  • bulk tasks for the invoicing of instalments, service cost re-invoicing and fuel card transactions
  • amendments to contracts using simple wizards
  • bulk tasks for amending contracts in the event of changes in interest rates, service prices, statutory fees and taxes

Demands for payment & penalties

  • enables issuing and subsequent sending of demands for payment according to set parameters
  • enables issuing penalty invoices to non-payers in connection with demands for payment

Service

  • handles processes ranging from the approval of service permits, repairs, insured events, bonuses to cost re-invoicing

Insurance

  • creates various insurance products according to the parameters set by you
  • creates a complete service package, including basic and supplementary insurance, based directly on your clients’ requirements
  • provides clear records and management of insurance policies and insured events, including their settlement

Fuel cards

  • enables the management of price lists and fees, including the import and re-invoicing of transactions from refuelling companies

Funding

  • used to manage the refinancing of financial companies, enabling the management of credit limits from financing banks and partners

Car rental

  • an additional module that allows renting vehicles and other assets
  • possibility of setting price lists, bookings, statuses and invoicing
  • an overview of vehicle utilization with the possibility of planning and booking vehicles
  • invoicing of all rental-related services

Finances and accounting directly linked to business modules

  • the system includes all necessary accounting agenda
  • an online overview of all accounting data
  • supports statutory reports necessary for communication with the state administration
  • legislative support by Microsoft
Modules

Benefits

Management of the client’s entire lifecycle and financial contracts in one system

Integration with other Microsoft products (such as Office 365, MS Excel, MS Word, Power BI, Microsoft Flow and others)

Role-oriented user interface – all information in one place for user groups according to their focus

An application built on the quality and popular Microsoft Dynamics 365 Business Central platform

Supporting bulk tasks and process automation

Contact us

David Pecivál

Business Unit Manager

sales.api@solitea.cz
+420 577 113 111

 

Solitea, a.s.
Divize OneCore
Pod Vrškem 5360
760 01 Zlín
Czech Republic

 

IN 01572377
VATIN CZ01572377