Fiduciary management software
Simplify the management of accounting operations with automated processes, view all your files in one place, and keep detailed track of your services.
Tailor-made fiduciary software
MCA Figure is a highly flexible management software package, to which you can add all the features you need. However, to guide you in your choice of management tool, we offer 3 basic versions, with more or less functionality.
MCA Figure F-1200 to F-1600 packs
F-1200
- Administration
- Logistics
- Services
- Principals
- Provision request
- File and project management
- Customer files
- Project and customer management
- CRM / Customer Relationship Management
- Time-sheets
- Planning (Agenda)
- Customer Relationship Management
- Finance
- General accounting, multi-currency
- Invoice payments (suppliers)
F-1400
- Administration
- Logistics
- Services
- Principals
- Provision request
- File and project management
- Customer files
- Project and customer management
- CRM / Customer Relationship Management
- Time-sheets
- Planning (Agenda)
- Customer Relationship Management
- Finance
- General accounting, multi-currency
- Invoice payments (suppliers)
- Human Resources
- HR-Employees (salaries)
F-1600
- Administration
- Logistics
- Services
- Principals
- Provision request
- Case management
- Customer files
- Project management
- Project and customer management
- CRM / Customer Relationship Management
- Time-sheets
- Planning (Agenda)
- Customer Relationship Management
- Finance
- General accounting, multi-currency
- Invoice payments (suppliers)
- Human Resources
- HR-Employees (salaries)
- HR-Time Management
- HR-Scheduling and leave balances
User access packs
F-20
- Access to 20 accounts
- Access to general accounting
- Access to banking relations
F-50
- Access to 50 accounts
- Access to general accounting
- Access to banking relations
F-100
- Access to 100 accounts
- Access to general accounting
- Access to banking relations
Features in detail
You’ll find a full list of software features depending on the package you need.
Administration
– User and password management
– User access rights management
Logistics
Services
– Management of services provided
– Management of services
– Management of ‘Expense, Sales’ accounts
– VAT by product
– Management of suppliers
– Supplier sub-ledger accounting
Clients
– Client management with reports
– Sub-ledger accounting
– Quotations
– Provision request
– Invoices, QR-code – IBAN pdf – credit card (Stripe subscription)
– Management of multiple correspondents per invoice, personalized text
– Sending quotations and invoices in pdf format by e-mail
– Collection – camt054 – iso : 20022 + credit card (Stipe subscription)
– Table of open invoices with reminders
– Graph
– Send documents by e-mail
Provision request
– Management of credit notes (customers)
– Management of open down payments (customers)
CRM / Customer Relationship Management
Time-sheets
– Definition of services, by line and by project
– Settlement, choice of allocations for invoicing
– Linked to activity reports, staff schedules
– User reports
Planning (Agenda)
– Planning, week, month, year
– Counting hours
CRM/Customer Relationship Management
– Import of pdf, xls, word and image documents
– Linked to planning with schedule
– Linked to CMS for customized forms
– Linked to Time-Sheets, activity reports, staff schedules
– Linked to website, activity reports
– Newsletter dispatch
– Event management for statistics
– Integrated mailbox
– Classification of directories, activity centers
– Prospect file
Finance
General accounting, multi-currency
– Journal of entries
– Summary of accounts
– Customized accounts (analytical accounting)
– Accounts receivable and payable management
– VAT increment and settlements
– Final printout pdf
– Analysis by account
– VAT settlements
Invoice payments (suppliers)
– Payment schedule
– Supplier subledger accounting
– Analysis of payments by period
– Depreciation management
Payment consolidation
– Postfinance OPAE-FDS – iso :20022
– Banks DTA (pain001) – EBICS – iso : 20022
Human Resources
HR-Employees (salaries)
– Choice of salary by trade
– Management of social security statements
– Management of employer charges
– Insurance documents
– Auxiliary accounting
– Linked with general accounting
HR-Time management
– Production time management
– Employee time management
– Worksheet management
– Planning, week, month, year, time accounting
HR-Scheduling and vacation balances
–Schedule, week, month, year, hours counting
Case management
Customer files
– Centralized management of customers/suppliers
– Centralized management of invoices
– Storage of documents relating to the file
– Management of dates assigned to schedules
– Centralized management of CRM files
– Centralized management of contracts generated by CMS
Project management
Project management, customers
– Project management / mandates / monetary vision
– Follow-up of offers, invoices, receipts, customers
– Follow-up of offers, invoices, receipts, suppliers
F-1200
Administration
– User and password management
– User access rights management
Logistics
Services
– Management of services provided
– Management of services
– Management of ‘Expense, Sales’ accounts
– VAT by product
– Management of suppliers
– Supplier sub-ledger accounting
Clients
– Client management with reports
– Sub-ledger accounting
– Quotations
– Provision request
– Invoices, QR-code – IBAN pdf – credit card (Stripe subscription)
– Management of multiple correspondents per invoice, personalized text
– Sending quotations and invoices in pdf format by e-mail
– Collection – camt054 – iso : 20022 + credit card (Stipe subscription)
– Table of open invoices with reminders
– Graph
– Send documents by e-mail
Provision request
– Management of credit notes (customers)
– Management of open down payments (customers)
CRM / Customer Relationship Management
Time-sheets
– Definition of services, by line and by project
– Settlement, choice of allocations for invoicing
– Linked to activity reports, staff schedules
– User reports
Planning (Agenda)
– Planning, week, month, year
– Counting hours
CRM/Customer Relationship Management
– Import of pdf, xls, word and image documents
– Linked to planning with schedule
– Linked to CMS for customized forms
– Linked to Time-Sheets, activity reports, staff schedules
– Linked to website, activity reports
– Newsletter dispatch
– Event management for statistics
– Integrated mailbox
– Classification of directories, activity centers
– Prospect file
Finance
General accounting, multi-currency
– Journal of entries
– Summary of accounts
– Customized accounts (analytical accounting)
– Accounts receivable and payable management
– VAT increment and settlements
– Final printout pdf
– Analysis by account
– VAT settlements
Invoice payments (suppliers)
– Payment schedule
– Supplier subledger accounting
– Analysis of payments by period
– Depreciation management
Payment consolidation
– Postfinance OPAE-FDS – iso :20022
– Banks DTA (pain001) – EBICS – iso : 20022
Case management
Customer files
– Centralized management of customers/suppliers
– Centralized management of invoices
– Storage of documents relating to the file
– Management of dates assigned to schedules
– Centralized management of CRM files
– Centralized management of contracts generated by CMS
Project management
Project management, customers
– Project management / mandates / monetary vision
– Follow-up of offers, invoices, receipts, customers
– Follow-up of offers, invoices, receipts, suppliers
F-1400
Administration
– User and password management
– User access rights management
Logistics
Services
– Management of services provided
– Management of services
– Management of ‘Expense, Sales’ accounts
– VAT by product
– Management of suppliers
– Supplier sub-ledger accounting
Clients
– Client management with reports
– Sub-ledger accounting
– Quotations
– Provision request
– Invoices, QR-code – IBAN pdf – credit card (Stripe subscription)
– Management of multiple correspondents per invoice, personalized text
– Sending quotations and invoices in pdf format by e-mail
– Collection – camt054 – iso : 20022 + credit card (Stipe subscription)
– Table of open invoices with reminders
– Graph
– Send documents by e-mail
Provision request
– Management of credit notes (customers)
– Management of open down payments (customers)
CRM / Customer Relationship Management
Time-sheets
– Definition of services, by line and by project
– Settlement, choice of allocations for invoicing
– Linked to activity reports, staff schedules
– User reports
Planning (Agenda)
– Planning, week, month, year
– Counting hours
CRM/Customer Relationship Management
– Import of pdf, xls, word and image documents
– Linked to planning with schedule
– Linked to CMS for customized forms
– Linked to Time-Sheets, activity reports, staff schedules
– Linked to website, activity reports
– Newsletter dispatch
– Event management for statistics
– Integrated mailbox
– Classification of directories, activity centers
– Prospect file
Finance
General accounting, multi-currency
– Journal of entries
– Summary of accounts
– Customized accounts (analytical accounting)
– Accounts receivable and payable management
– VAT increment and settlements
– Final printout pdf
– Analysis by account
– VAT settlements
Invoice payments (suppliers)
– Payment schedule
– Supplier subledger accounting
– Analysis of payments by period
– Depreciation management
Payment consolidation
– Postfinance OPAE-FDS – iso :20022
– Banks DTA (pain001) – EBICS – iso : 20022
Human Resources
HR-Employees (salaries)
– Choice of salary by trade
– Management of social security statements
– Management of employer charges
– Insurance documents
– Auxiliary accounting
– Linked with general accounting
Case management
Customer files
– Centralized management of customers/suppliers
– Centralized management of invoices
– Storage of documents relating to the file
– Management of dates assigned to schedules
– Centralized management of CRM files
– Centralized management of contracts generated by CMS
Project management
Project management, customers
– Project management / mandates / monetary vision
– Follow-up of offers, invoices, receipts, customers
– Follow-up of offers, invoices, receipts, suppliers
F-1600
Administration
– User and password management
– User access rights management
Logistics
Services
– Management of services provided
– Management of services
– Management of ‘Expense, Sales’ accounts
– VAT by product
– Management of suppliers
– Supplier sub-ledger accounting
Clients
– Client management with reports
– Sub-ledger accounting
– Quotations
– Provision request
– Invoices, QR-code – IBAN pdf – credit card (Stripe subscription)
– Management of multiple correspondents per invoice, personalized text
– Sending quotations and invoices in pdf format by e-mail
– Collection – camt054 – iso : 20022 + credit card (Stipe subscription)
– Table of open invoices with reminders
– Graph
– Send documents by e-mail
Provision request
– Management of credit notes (customers)
– Management of open down payments (customers)
CRM / Customer Relationship Management
Time-sheets
– Definition of services, by line and by project
– Settlement, choice of allocations for invoicing
– Linked to activity reports, staff schedules
– User reports
Planning (Agenda)
– Planning, week, month, year
– Counting hours
CRM/Customer Relationship Management
– Import of pdf, xls, word and image documents
– Linked to planning with schedule
– Linked to CMS for customized forms
– Linked to Time-Sheets, activity reports, staff schedules
– Linked to website, activity reports
– Newsletter dispatch
– Event management for statistics
– Integrated mailbox
– Classification of directories, activity centers
– Prospect file
Finance
General accounting, multi-currency
– Journal of entries
– Summary of accounts
– Customized accounts (analytical accounting)
– Accounts receivable and payable management
– VAT increment and settlements
– Final printout pdf
– Analysis by account
– VAT settlements
Invoice payments (suppliers)
– Payment schedule
– Supplier subledger accounting
– Analysis of payments by period
– Depreciation management
Payment consolidation
– Postfinance OPAE-FDS – iso :20022
– Banks DTA (pain001) – EBICS – iso : 20022
Human Resources
HR-Employees (salaries)
– Choice of salary by trade
– Management of social security statements
– Management of employer charges
– Insurance documents
– Auxiliary accounting
– Linked with general accounting
HR-Time management
– Production time management
– Employee time management
– Worksheet management
– Planning, week, month, year, time accounting
HR-Scheduling and vacation balances
–Schedule, week, month, year, hours counting
Case management
Customer files
– Centralized management of customers/suppliers
– Centralized management of invoices
– Storage of documents relating to the file
– Management of dates assigned to schedules
– Centralized management of CRM files
– Centralized management of contracts generated by CMS
Project management
Project management, customers
– Project management / mandates / monetary vision
– Follow-up of offers, invoices, receipts, customers
– Follow-up of offers, invoices, receipts, suppliers
With MCA Figure
Manage your business with peace of mind
MCA Figure, the Swiss cloud management software tailored to the needs of fiduciaries, is equipped with precise, meticulous modules to detect every little accounting error in an instant: a complete overview of your files, with tracking of legal deadlines and a time-sheets system for tracking billable hours and services.
MCA Figure complies with the evolving accounting and financial rules to meet the needs of the Swiss fiduciary sector and gives you the possibility to securely manage different accounts.
- Compliance with tax and accounting standards
- Multiple account management
- Data privacy
- Time-sheets for time management
- Document and text templates
- Reminders for deadlines
- Scheduling appointments
Modular solution
Basic modules included with MCA Figure
ERP – CRM – CMS Module
Standard administrative management by your fiduciary, including the management of several accounts and a sliding-scale price per package of 10 or 100. Track tasks and interactions with contacts, address book, communication history and actions. Sample contracts or correspondence letters, linked directly to files, with the option of including appendices.
Planning Module
Complete planning management, whether it be appointments, tasks to be completed per case or employee schedules.
Guest Access Module
Secure guest access to various information and documents for customers, suppliers, service providers, prospects or employees.
Reporting Module
Real-time reports and statistics in graph or table format.
Additional modules
It is possible to add additional modules to the software. Feel free to check our modules page to see what options are available.
The benefits of flexible software
Easy integration and broad compatibility
- Quick and easy addition of modules and services, based on a single database
- Extensive interoperability with your third-party applications, your e-commerce tool, different OS (Windows, Mac, Android and Linux) and your third-party machines
Shared work platform
- Synchronisation of documents and data with change history
- Different levels of access according to established profiles
Tailor-made
- Customisable and accessible (mobile, tablet, PC/Mac)
- Multilingual interface, adaptable to your company’s taste and colours (FR, EN, DE, IT)
Scalability and continuous improvement
- New features and regular application enhancements, which support good business practices and improve your operations
- New services offered in line with customer needs, market and technology trends
Cloud computing and dematerialisation of processes
- Access to data anywhere and anytime
- Reduced infrastructure costs (IT equipment)
Complies with legislation & regulations
- Accounting and management of your operations in accordance with the latest legal standards.
- Compliance with ISO 20022, RGPD (General Data Protection Regulation), billing with QR-Code, etc.
High security, protection, availability and confidentiality of your data
For MCA, backup, access rights and data storage in Switzerland in a secure private cloud are a priority, bringing you :
- Increased confidence of your customers, suppliers and employees
- Reputation maintained
Key features
Simplified multi-account management
Case management
MCA Figure meets all the requirements for trustees, allowing you to easily manage the accounting of your various clients.
You can efficiently monitor the progress of each of your fiduciary’s current cases by having a complete overview of all the documentation, address book, schedules and exchanges with the related principals.
Pre-set text and layout templates help you avoid repetitive text entry and simplify the creation of your various documents (letters, invoices, contracts, ….).
To facilitate collaboration, certain useful information about a file can be made accessible via the web to constituents or other parties outside your company. They consult the relevant elements online through a private account.
Invoicing
MCA Figure gives you access to time-sheets for recording your work and services: you enter the time spent on each case (drafting deeds, hearings, appointments, calls, etc.) directly in your time-sheet.
You generate your invoices by time spent or on a fixed price basis, adding costs and disbursements. Your fee agreements can be integrated into the billing system with the fees applicable to your clients and cases. It is possible to invoice a client on several cases or several clients in the same case.
The management of unpaid bills is done within the software itself, with automatic alerts and reminders.
Accounting
The accounting is integrated into your management: no need to re-enter all the data for the various balance sheets. MCA Figure integrates all accounts and manages inputs, outputs and expenses.
VAT management is easy because it is integrated into the software and can be configured according to the standards in force.
Planning
With the help of schedules, you can plan and assign the tasks to be carried out within your company and include the various deadlines. Automatic reminders alert you to approaching deadlines for current files.
You can also manage your various appointments and one-off or recurring events in your calendar, which can be shared with your colleagues.
Report and analysis
Activity reports allow you to analyse the data collected by the software. You can format the different reports as you wish to extract the elements that interest you.
This will enable you to analyze your company’s activity, for example, by measuring profitability per customer or evaluating the performance of your teams.
Communication with customers
Automated e-mails and SMS messages allow you to inform a client of an action they need to take, such as signing a paper, or to communicate any other information about ongoing cases to your contacts.
Employee management
Employees are also integrated into MCA Figure, and salaries and related deductions can be defined.
Hours can be managed in different ways: either with fixed hours, or with a stamper connected to the software, or with manual time insertion.
Holidays, paid leave and justified or unjustified absences are all integrated and can be set up according to your rules.
Over 20 years of experience
As a software publisher and information management expert, MCA Concept is continually improving its software base to meet customer demands.
We pay attention to your needs and adapt the software processes to your working methods to make your work as easy as possible.
Would you like to work more easily with your clients?
Receive a personalised offer