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Si vous le suivez, vous l’aurez compris : Raphaël est fan de Pennylane. Et nous n’aurions pu rêver un meilleur “champion” ! Je suis donc particulièrement heureuse de recevoir Raphaël sur le blog aujourd’hui. ✨",{"data":312,"content":313,"nodeType":318},{},[314],{"data":315,"marks":316,"value":317,"nodeType":45},{},[],"Bonjour Raphaël ! Peux-tu me présenter ton cabinet, Censea Partners ?","heading-2",{"data":320,"content":321,"nodeType":50},{},[322,326,335],{"data":323,"marks":324,"value":325,"nodeType":45},{},[],"J’ai fondé ",{"data":327,"content":329,"nodeType":293},{"uri":328},"https://www.censea-partners.com/",[330],{"data":331,"marks":332,"value":334,"nodeType":45},{},[333],{"type":291},"Censea Partners",{"data":336,"marks":337,"value":338,"nodeType":45},{},[]," en 2014 ; avant cela, j’ai travaillé dans un cabinet parisien puis dans un autre, à Toulouse cette fois. Dès l’obtention de mon diplôme, j’ai eu envie d’ouvrir mon propre cabinet.",{"data":340,"content":341,"nodeType":50},{},[342],{"data":343,"marks":344,"value":345,"nodeType":45},{},[],"Censea Partners propose des missions d’audit, d’expertise comptable et, surtout, du conseil aux dirigeants. Nous accompagnons une clientèle variée ; majoritairement des entreprises du service ou dans l’immobilier, et des startups.",{"data":347,"content":348,"nodeType":318},{},[349],{"data":350,"marks":351,"value":352,"nodeType":45},{},[],"Comment as-tu découvert Pennylane ?",{"data":354,"content":355,"nodeType":50},{},[356],{"data":357,"marks":358,"value":359,"nodeType":45},{},[],"Dès la création du cabinet, je me suis réservé des plages horaires pour faire de la veille et adopter les meilleurs outils — pour la facturation, l’OCR, etc… ",{"data":361,"content":362,"nodeType":50},{},[363],{"data":364,"marks":365,"value":366,"nodeType":45},{},[],"Le problème, c’est que chaque outil ne faisait qu’une seule chose — lire les factures de nos clients par exemple — et qu’ils ne communiquaient pas entre eux. Pour le cabinet, ça voulait dire deux choses : une multitude d’identifiants et la multiplication d’actions pour faire passer les données d’un outil à l’autre.",{"data":368,"content":369,"nodeType":50},{},[370,374,380],{"data":371,"marks":372,"value":373,"nodeType":45},{},[],"Un jour, j’ai vu un article sur Pennylane passer sur les réseaux sociaux. ",{"data":375,"marks":376,"value":379,"nodeType":45},{},[377],{"type":378},"bold","L’outil permettait à notre cabinet de tenir la comptabilité mais aussi de répondre aux besoins et attentes de nos clients au travers d’une plateforme commune",{"data":381,"marks":382,"value":383,"nodeType":45},{},[]," ; c’était exactement ce dont j’avais besoin !",{"data":385,"content":406,"nodeType":407},{"target":386},{"metadata":387,"sys":390,"fields":397},{"tags":388,"concepts":389},[],[],{"space":391,"id":393,"type":182,"createdAt":394,"updatedAt":394,"environment":395,"publishedVersion":187,"revision":262,"locale":29},{"sys":392},{"type":13,"linkType":14,"id":15},"pf5XCmF7pazmqxuCtyyBk","2022-03-24T09:51:19.711Z",{"sys":396},{"id":22,"type":13,"linkType":23},{"title":398,"description":54,"file":399},"Raphael-Madar Vision-Marche",{"url":400,"details":401,"fileName":405,"contentType":198},"//images.ctfassets.net/b76knntgaaiu/pf5XCmF7pazmqxuCtyyBk/baafa5b797e69d8f8bc68bf7046c84e4/Raphael-Madar_Vision-Marche.png",{"size":402,"image":403},61122,{"width":196,"height":404},238,"Raphael-Madar_Vision-Marche.png",[],"embedded-asset-block",{"data":409,"content":410,"nodeType":50},{},[411,415,420,424,430,434,439],{"data":412,"marks":413,"value":414,"nodeType":45},{},[],"En me renseignant un peu plus, j’ai trouvé qu’",{"data":416,"marks":417,"value":419,"nodeType":45},{},[418],{"type":378},"Arthur",{"data":421,"marks":422,"value":423,"nodeType":45},{},[]," [",{"data":425,"marks":426,"value":429,"nodeType":45},{},[427],{"type":428},"italic","CEO et cofondateur de Pennylane",{"data":431,"marks":432,"value":433,"nodeType":45},{},[],"] ",{"data":435,"marks":436,"value":438,"nodeType":45},{},[437],{"type":378},"et moi partagions la même vision de la profession et de son évolution",{"data":440,"marks":441,"value":442,"nodeType":45},{},[]," : l’expert-comptable comme partenaire privilégié des entrepreneurs, qui joue un rôle pro-actif dans le développement de leur activité.",{"data":444,"content":445,"nodeType":318},{},[446],{"data":447,"marks":448,"value":449,"nodeType":45},{},[],"Comment s’est passée la prise en main du logiciel ?",{"data":451,"content":452,"nodeType":50},{},[453],{"data":454,"marks":455,"value":456,"nodeType":45},{},[],"La prise en main a été facile et rapide — Pennylane est un outil très intuitif —, au point que nous avons migré un nombre important de nos dossiers vers la plateforme en février, en pleine période fiscale !",{"data":458,"content":459,"nodeType":468},{},[460],{"data":461,"content":462,"nodeType":50},{},[463],{"data":464,"marks":465,"value":467,"nodeType":45},{},[466],{"type":428},"\"Pennylane est une plateforme très intuitive ; nous n’avons pas hésité à migrer certains dossiers en pleine période fiscale.\"","blockquote",{"data":470,"content":471,"nodeType":318},{},[472,476,481],{"data":473,"marks":474,"value":475,"nodeType":45},{},[],"Il s’agissait donc de dossiers qui faisaient ",{"data":477,"marks":478,"value":480,"nodeType":45},{},[479],{"type":428},"déjà",{"data":482,"marks":483,"value":484,"nodeType":45},{},[]," partie de votre portefeuille de clients. Comment les avez-vous sélectionnés ?",{"data":486,"content":487,"nodeType":50},{},[488],{"data":489,"marks":490,"value":491,"nodeType":45},{},[],"Nous avons une relation de proximité avec nos clients ; c’est facile d’identifier ceux qui sont “compatibles” avec Pennylane. On le propose aussi à ceux qui nous ont fait part de certains manques quant aux outils que le cabinet utilisait précédemment.",{"data":493,"content":494,"nodeType":50},{},[495],{"data":496,"marks":497,"value":498,"nodeType":45},{},[],"Une fois le client identifié, nous lui faisons une rapide présentation de Pennylane : son fonctionnement et sa valeur ajoutée — afin de vérifier que la plateforme répond bien à ses attentes et besoins (même si nous en sommes intimement convaincus).",{"data":500,"content":501,"nodeType":50},{},[502,506,511],{"data":503,"marks":504,"value":505,"nodeType":45},{},[],"Cette phase est essentielle : quand on parle “migration”, on raisonne souvent côté cabinet mais ",{"data":507,"marks":508,"value":510,"nodeType":45},{},[509],{"type":378},"il est capital que le client soit lui-même convaincu par l’outil, d’autant plus qu’il va l’utiliser",{"data":512,"marks":513,"value":514,"nodeType":45},{},[],".",{"data":516,"content":517,"nodeType":468},{},[518],{"data":519,"content":520,"nodeType":50},{},[521],{"data":522,"marks":523,"value":525,"nodeType":45},{},[524],{"type":428},"\"Une fois la démonstration faite, la prise de décision est généralement très rapide : souvent dans la journée.\"",{"data":527,"content":528,"nodeType":318},{},[529],{"data":530,"marks":531,"value":532,"nodeType":45},{},[],"Pennylane plaît à vos clients ; c’est bien. 😊 Mais qu’en pensent vos collaborateurs ?",{"data":534,"content":535,"nodeType":50},{},[536],{"data":537,"marks":538,"value":539,"nodeType":45},{},[],"Ils sont ravis ; ils adorent travailler sur Pennylane, et poussent même pour que nous allions beaucoup plus vite dans la migration de nos dossiers !",{"data":541,"content":542,"nodeType":50},{},[543,547,552],{"data":544,"marks":545,"value":546,"nodeType":45},{},[],"Pour former les nouveaux collaborateurs, c’est très simple : on leur fait une première présentation en interne, puis on les inscrit à la Pennylane Academy [",{"data":548,"marks":549,"value":551,"nodeType":45},{},[550],{"type":428},"des contenus interactifs en accès libre pour permettre aux utilisateurs de Pennylane de se former à leur rythme",{"data":553,"marks":554,"value":555,"nodeType":45},{},[],"].",{"data":557,"content":558,"nodeType":318},{},[559],{"data":560,"marks":561,"value":562,"nodeType":45},{},[],"As-tu une fonctionnalité préférée sur la plateforme ?",{"data":564,"content":565,"nodeType":50},{},[566,570,575],{"data":567,"marks":568,"value":569,"nodeType":45},{},[],"Il y a une fonctionnalité qui a changé notre vie en termes de gestion interne : ",{"data":571,"marks":572,"value":574,"nodeType":45},{},[573],{"type":378},"la facturation par abonnement",{"data":576,"marks":577,"value":578,"nodeType":45},{},[],". La personne qui s’occupe de la facturation (#Delphine) y passait 4-5 jours chaque mois avant qu’on utilise Pennylane — aujourd’hui, sa charge de travail est divisée par 4 et elle peut consacrer son temps à d’autres tâches.",{"data":580,"content":581,"nodeType":468},{},[582],{"data":583,"content":584,"nodeType":50},{},[585],{"data":586,"marks":587,"value":589,"nodeType":45},{},[588],{"type":428},"\"Avec Pennylane, 90% de la facturation du cabinet est automatisée.\"",{"data":591,"content":592,"nodeType":318},{},[593],{"data":594,"marks":595,"value":596,"nodeType":45},{},[],"Et côté logiciel comptable ?",{"data":598,"content":599,"nodeType":50},{},[600],{"data":601,"marks":602,"value":603,"nodeType":45},{},[],"La génération automatique du lettrage inclus dans le module achat, qui nous fait gagner beaucoup de temps.",{"data":605,"content":606,"nodeType":50},{},[607],{"data":608,"marks":609,"value":610,"nodeType":45},{},[],"Traditionnellement, on traite la facture d’achat de notre client, puis sa transaction en banque avant, enfin, de faire le lettrage entre les deux. Avec Pennylane, toutes ces actions sont effectuées au même moment.",{"data":612,"content":613,"nodeType":468},{},[614],{"data":615,"content":616,"nodeType":50},{},[617],{"data":618,"marks":619,"value":621,"nodeType":45},{},[620],{"type":428},"\"Aujourd’hui, Pennylane répond à 95% de nos besoins.\"",{"data":623,"content":624,"nodeType":50},{},[625],{"data":626,"marks":627,"value":628,"nodeType":45},{},[],"Il manque encore quelques petites choses mais rien de bloquant pour nous ; la roadmap et les dates annoncées sont respectées.",{"data":630,"content":631,"nodeType":318},{},[632],{"data":633,"marks":634,"value":635,"nodeType":45},{},[],"Est-ce que ta façon de collaborer, d’échanger avec tes clients a changé depuis que tu utilises Pennylane ?",{"data":637,"content":638,"nodeType":50},{},[639,643,648],{"data":640,"marks":641,"value":642,"nodeType":45},{},[],"Tout à fait, notamment grâce à la page “Justificatifs manquants” : ",{"data":644,"marks":645,"value":647,"nodeType":45},{},[646],{"type":378},"nos clients sont avertis en temps réel des documents manquants",{"data":649,"marks":650,"value":514,"nodeType":45},{},[],{"data":652,"content":653,"nodeType":50},{},[654],{"data":655,"marks":656,"value":657,"nodeType":45},{},[],"Cette page facilite la vie de tout le monde :",{"data":659,"content":660,"nodeType":682},{},[661,672],{"data":662,"content":663,"nodeType":671},{},[664],{"data":665,"content":666,"nodeType":50},{},[667],{"data":668,"marks":669,"value":670,"nodeType":45},{},[],"Nos clients n’ont plus à se replonger dans des documents vieux de 8 mois pour trouver la facture manquante ;","list-item",{"data":673,"content":674,"nodeType":671},{},[675],{"data":676,"content":677,"nodeType":50},{},[678],{"data":679,"marks":680,"value":681,"nodeType":45},{},[],"Pennylane leur envoie automatiquement un mail chaque semaine pour leur signaler ces justificatifs manquants — nous n’avons plus à le faire.","unordered-list",{"data":684,"content":685,"nodeType":468},{},[686],{"data":687,"content":688,"nodeType":50},{},[689],{"data":690,"marks":691,"value":693,"nodeType":45},{},[692],{"type":428},"\"Lorsque j’échange avec mes clients, ce n’est plus pour leur réclamer des justificatifs mais pour les accompagner et les aider à piloter leur entreprise.\"",{"data":695,"content":696,"nodeType":50},{},[697,701,706],{"data":698,"marks":699,"value":700,"nodeType":45},{},[],"Nos clients considéraient la comptabilité comme une boîte noire. 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