Interview

How McMakler's financial accounting relieves employees by automating and linking digitized processes.

McMakler is the leading hybrid broker in Germany and is already one of the largest real estate agents of all. As a full-service real estate service provider, McMakler has improved its incoming mail processes very efficiently with CAYA.

McMakler's value proposition is to support property owners by requesting necessary decisions from authorities. “For this, we have a team that is in constant contact with the respective municipalities,” says Raphael Thelen. The information, notifications and associated invoices have been scanned so far, which took a lot of time and nerves before using CAYA. By scanning letter mail by CAYA, basic requirements were created to relieve employees of monotonous routine activities.

Accounting tools linked to CAYA - processes automated

About a interface Does McMakler have in addition CAYA linked to CANDIS accounting tool and allows relevant items to be automatically imported into the accounting solution. Invoice information is automatically read out using an OCR scanning process. As a result, the Just check financial accounting information instead of typing it in yourself. This is how the invoices are brought to payment. In turn, the payment process is DATEV used. The connected solution imports documents that they can be paid and recorded. “Since the systems take on so many tasks, we no longer need paper for them, but emails are also no longer necessary,” says Raphael Thelen.

03:43 Bewältigung von wachsendem Briefaufkommen
08:19 Synergien durch Postdigitalisierung
13:05 Remote Work: Mitarbeiter Management bei McMakler
15:55 Success stories durch Digitalisierung

Find out in our video interview and in our podcast episode of our Bits & Business podcast, the digitization podcast for SMEs, Exactly how digitizing mail not only improves the accounting of but also the customer experience at McMakler. In addition, how specifically financial accounting benefits from automation of processes previously processed by hand (scanning).

Recommended reading: We have prepared a detailed case study in which the processes implemented at McMakler are described in detail. Learn from these experiences! The case study can be downloaded at: www.caya.com/resources/case-study-mcmakler.

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