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The method
Online presence

A clear website and an up-to-date Google listing turn a quick search into a phone call.

Paperwork on autopilot

No more handling every document one by one: everything is prepared, you check it, you send it.

Bring in AI

It reads, drafts the replies, points your customers in the right direction and even offers appointments.

Connect your tools

Your software finally talks to itself: no more typing things in twice, no more wasted time.

Get paid in 2 clicks

Stop chasing deposits, late payments and reminders: it all happens automatically.

Dashboards

One smart screen for all your figures, visible at a glance.

Customer loyalty

Your customers are contacted and rewarded at the right moment, without you having to think about it.

Scheduling

Your diary fills itself and keeps your customers informed. Fewer gaps, fewer things forgotten.

HR assistant

Hiring, onboarding, keeping the rota: your staff paperwork takes care of itself.

Streamline operations
Follow-ups & Reminders
Automatic email sorting

Sorted by urgency, with the reply already drafted in your tone of voice.

Automatic social media posts

Your posts come back written, approved in 10 minutes.

Update your own website

Prices, opening hours and photos changed in thirty seconds.

AI replies set to your rules, site and phone

Your hours, your area, your prices: never a word more.

Acknowledgement within 3 minutes

Message, missed call, email: the acknowledgement goes out on its own.

Online booking and reminders

The slot books itself, the reminder goes out the day before.

Bring a new customer back

A customer who came once becomes a regular.

Scheduled texts and emails

Birthday, review request, seasonal offer: they go out by themselves.

Win back customers who drift away

Customer gone quiet or service due: the reminder goes out on its own.

Getting Paid & Your Figures
Automatic quotes

Your line items and your prices: tick, check, send.

Automatic invoicing

The signed quote becomes the invoice, with nothing to retype.

Chasing unpaid invoices

Five stages go out on their own, from the polite nudge to the formal file.

Payment links and QR codes

They pay from their phone, the payment is logged on its own.

Subscriptions and prepaid cards

Collected on the 5th, so you know what's coming in next month.

Keep track of your numbers every week

Your margin known before the year-end accounts, not after.

Cash flow and stock under watch

If a figure steps out of line, you know by the morning.

Connect your software together

One customer record is the master copy, no more double entry.

Invoices & Documents
Mandatory e-invoicing 2026

Compliant for 2026, without changing how you invoice.

Prepare your VAT and payroll contribution returns

The file is ready before the deadline, checked and complete.

Insurance and compliance certificates

Every expiry date tracked, every renewal requested.

Receipts and expenses scanned

The receipt is matched to its bank line, ready for the accountant.

Keep your invoices for ten years

Filed straight away, so the paper can go in the bin.

Your company documents kept up to date

Kept current by themselves, sent as a single link.

Obligations at 11, 20 and 50 employees

Staff committee, training, new duties: seen coming in advance.

Recruitment & Onboarding
Write and publish a job advert

Published on every channel, edited in one click.

Sort the applications you receive

You open the right ones first, without wading through the lot.

Automatic replies to every candidate

Written in your words, as drafts. You check them, they go out.

Schedule job interviews

The slot drops into your diary on its own.

Contract, registration and access ready

Everything is prepared the moment you choose someone.

Rota & Team Management
Handle a last-minute absence

The right stand-ins suggested in order, from 6.41am.

Manage holidays and leave balances

Balances and clashes worked out automatically, you approve.

A rota the whole team can see

The same rota for everyone, on everyone's phone.

Clocking in and hours tracking

Phone, tablet or badge, whichever each person prefers.

Prepare the payroll figures

Hours, absences and bonuses gathered and checked.

Bonus calculation

Threshold, rate, split: the rule written once.

Your employees' key dates

Warned beforehand, never on the day it's too late.

Your shopfront
Google Visibility & Reviews
Google listing kept up to date

They type open near me, three listings come up. Yours is one of them.

Your website

Fast, easy to read, a site that makes people want to call.

Be found in your town

At the top when they search near home, town by town.

Social media kept alive

Regular activity, well presented, not filler.

Get Google reviews

QR code, card in the parcel, link in the email.

Online Booking & Payment
Online booking, 24 hours a day

Your free slots, booked in thirty seconds.

Estimated quote from tailored questions

They leave knowing what they want, and what it costs.

Electronic document signing

They sign with a finger, no printer or scanner needed.

Instant online payment

Settled on the spot, no chequebook or cash to find.

Invoice sent to the customer automatically

Tidy, immediate, and easy to find the day they need it.

Payment reminder to the customer

A courteous note, the button to pay, the relationship intact.

24/7 Automatic Replies
24-hour phone answering

No ringing out, no full voicemail, no press-1 menus.

AI assistant on your website

10.15pm, they have a question. They get the answer now, not at 9am tomorrow.

Instant confirmation message

A precise acknowledgement: they know it's been received, and when to expect a reply.

Online client area

An area in your colours, built for your own customers.

Job progress updates for the customer

Silence turns a patient customer into a furious one.

Due-date reminders for the customer

Service, inspection: reminded three weeks before the date.

Loyalty Cards & Rewards
Sign up a customer in two clicks

Ten awkward seconds saved, one customer kept.

Welcome message to the customer

Thanked, recognised, invited back. Not a till receipt.

Digital loyalty card

Their card lives in their phone, found by their number.

Your customers bring you more customers

They mentioned you on Thursday: one link, and their colleague comes in.

Gift cards and session bundles

The remaining balance, the message, the date, all in their phone.

Monthly customer subscription

A fixed amount, clear perks, the freedom to stop.

Birthday message to the customer

Birthday, celebration, special occasion: the offer arrives on the day.

Win back a lost customer

Nothing reminds them you exist any more. Except this.

Recruitment & Job Adverts
Online application form

A complete application in two minutes, on a phone.

Acknowledgement to the candidate

They apply at 9.41am, their phone buzzes at 9.42am.

Interview booked in one click

They pick their time, and receive the address, the length and what to bring.

Their documents uploaded online

Everything requested, guided and checked, without you lifting a finger.

Immersion
Remote review 30%

Remotely: you describe what's holding you back, Atlas® analyses it and designs the solutions from a distance.

Streamline operations/Invoices & Documents

Kbis, articles, lease: the file goes out in one link

Kbis, articles of association, lease, insurance, tax returns. A file that keeps itself up to date, sent in one link when the bank asks for it. The ten years of proof are covered by Keeping your invoices for ten years.

Set-up: half a day with you, the only time you lift a finger.
Book an assessmentFree and no commitmentTry the module

Atelier Delorme, company file

Kbis extractDated 2 JulyAtelier DelormeOver three months old
Kbisdated 2 July
Articles of association2019 version, found
Commercial leasesigned, until 2033
Insuranceuntil 31 March 2027
URSSAF vigilanceuntil 3 May 2027
2025 tax returnreceived from your accountant
Five documents up to date, the Kbis is over three months oldIt goes and fetches it

5 October, 3.12 am: it goes and fetches the Kbis

New tabkbis extract Atelier DelormeMy director area×+
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monidenum.fr › extrait-kbisMy Kbis extract, free for the director
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Your companies

Atelier DelormeKbis extractDownload
PDFextrait-kbis-atelier-delorme.pdfdownloaddated 5 October
Nobody touched the keyboardDone by itself

Atelier Delorme, company file

Kbis extractDated 2 JulyAtelier DelormeOver three months old
Kbis extractDated 5 OctoberAtelier DelormeFetched free of charge from MonIdenumUp to date
Kbisdated 2 Julyfetched on 5 October
Articles of association2019 version, found
Commercial leasesigned, until 2033
Insuranceuntil 31 March 2027
URSSAF vigilanceuntil 3 May 2027
2025 tax returnreceived from your accountant
Six documents out of six, the Kbis fetched by itselfFile up to date
10:15Tuesday 6 October
File for your banknowKbis, articles and 2025 tax return are up to date: send them in one link?
10:15
Send the fileto your bank adviser, named by you

Selected tabs

Kbisof 5 October
Articles of association2019 version
2025 tax returnreceived from your accountant
Commercial leasesigned, until 2033

Link valid until 20 October, every opening logged.

Send the linkLink sent

The file goes out in one link,
always up to date.

From 19 EUR a month
01It's for you if

Five lines, just one is enough

The Kbis0 €

The Kbis is free for the director

On MonIdenum or the Annuaire des entreprises, 3.06 euros on Infogreffe.

Freshness3 months

the freshness required in most procedures, beyond that the document is rejected

The bank15 j

working days for the bank's answer, counted from the complete file, not before

Filing2 h

a week spent filing a document, then looking for it

Five lines, just one is enough

You've already sent a Kbis over three months old without knowing it. Your articles of association are in an email from your accountant, somewhere in 2019. A financing file takes you half a day to put together. You're asked for the same documents three times a year, by three people. You couldn't say, right now, where your signed commercial lease is.

02Do the sums yourself

You decide, step by step, what you hand over

Here's what becomes of a document in your file, from arrival to sending. At each step, say whether you keep doing it or Atlas® takes it on: the counters recalculate before your eyes.

A document in the file, step by step
Keep everythingHand over everything
1

It enters the file

As a photo, in an old email or on paper: each document joins its tab.

YouAtlas®
2

Its expiry date is set

The Kbis is valid three months, the vigilance certificate six, insurance one year. The date is read from the document.

YouAtlas®
3

Renewal goes out by itself

The Kbis fetched free from MonIdenum, the vigilance certificate from your URSSAF account, the tax return from your accountant.

YouAtlas®
4

The recipient is you

No document goes to anyone you haven't named, and formalities are signed by your own hand. That's the module's red line.

Still you
5

The file goes out in one link

The tabs you've selected, a link that expires on the set date, and every sending logged.

YouAtlas®
See a document keep itself up to date
You count
-+
documents
What it gives back to you
-
recovered per year
100% tailored. Indicative estimate, not a firm price: the exact rate is agreed with you at the assessment.
See my estimate
03A specific case

A 42,000-euro planer, from the banker's call to approval

Your banker says yes and sends his list. The clock starts from the complete file.

Six documents out of seven are already there, up to date. The link goes out the same day, and the fifteen working days start on day 1.

Day 3, the gathering. Nothing to dig through. You're out on a job, the file is already with the banker.

Day 12, the rejected document. The Kbis was fetched by itself on 6 August, free of charge. No out-of-date document goes out.

Day 15, the answer. The clock started on day 1. The approval is in, the order goes out.

Day 1, the list

Kbis, articles, three tax returns, bank details, lease, insurance. You jot it down on the corner of a table.

Day 3

A whole Saturday morning. The emails, the binder, the garage. The lease is missing, and the Kbis dates from March.

Day 12

The bank calls back: the Kbis is over three months old. The file is incomplete again.

Day 15

The fifteen days only started on day 12. The machine will arrive a month too late.

Does this module speak to you? See what it does with your figures.

04What your banker receives

One link, seven documents, and an expiry date

The file isn't a forty-megabyte attachment: it's a link you open, and close again.

dossier.atlasadvisory-solutions.com / raboteuse-42000
IdentityKbis

Fetched on 6 August, free of charge, under three months old.

IdentityArticles of association

Version filed with the one-stop business portal.

PremisesCommercial lease

Signed, complete, with its amendments.

AccountsThree tax returns

The last three financial years.

BankBank details

The company's business account.

CoverInsurance

Ten-year insurance and liability up to date.

Every sending is logged

Who, what, which day, until when.

The link closes

On the date you've set, never after.

For a public tender

Three standard forms pre-filled, DC1, DC2 and DC4, plus the tax compliance certificate and the URSSAF vigilance certificate every six months from 5,000 euros excluding VAT.

05What to remember

It isn't the bank that's dragging its feet.

The fifteen working days run from the complete file: every missing document pushes it back. Refusal: reasons compulsory, credit mediation, Banque de France. Kbis: free on monidenum.fr and on the Annuaire des entreprises, 3.06 euros on Infogreffe, under three months old required. Forms DC1, DC2 and DC4: legal affairs directorate, economie.gouv.fr. Bpifrance, online help.

06What we guarantee you

The limits, stated up front

What it will never do

  • Sign or file a formality on your behalf with the one-stop business portal
  • Send a document to someone you haven't named
  • Leave a link open after the date you've set
  • Replace your accountant, your notary or your solicitor

What's written in the contract

  • Every sending is logged: who, what, which day, until when
  • Your documents stay yours, we act only on your instructions
  • No other provider in the chain without your written consent
  • Full return of the file at the end of the contract

Since 1 January 2023, company creations, changes and closures go through the one-stop business portal.
The module prepares, you sign.
Our commitments: Article 28 of the European data protection regulation.

07The time it gives back to you

What you get back, every month

-a week
-a month
-on each document

Based on - documents and - of 4 steps handed over, that is - each.

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