Congress of Chartered Accountants: signature of a partnership between Lefebvre Dalloz and NOTA-PME











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(Boursier.com) — Lefebvre Dalloz, a leader in legal, tax and regulatory knowledge in France, and NOTA-PME, a fintech specializing in online rating and assessment, announce the signing of a distribution partnership aimed at providing chartered accountants and their clients the Alert’Missions and NOTA-PME solutions.

The objective of this partnership is to allow chartered accountants to analyze the data of their client portfolio by exploiting the “big data” of all the balance sheets, to evaluate them and to compare them with companies in the same sector. ‘activity. They can then better detect, recommend and formalize the consulting missions adapted to each of their clients: optimization of stocks, optimization of customer outstandings, financing structure, etc.

NOTA-PME’s online services also make it possible to optimize the financial rating of companies so that SMEs can more easily access financing at competitive rates from commercial banks.

Fintech NOTA PME focuses its energy on excellence in R&D. Its rating-diagnosis software offer reveals in detail that 30% of French companies are in a fragile situation and 20% in difficulty. Such precision of result authorizes the recommendation of measures to be taken to rectify the situation and enter a phase of effective and balanced development.

Claude Cordier, Director of the Chartered Accountant market at Lefebvre Dalloz: “Our desire is to support chartered accountant firms in their transformation through all the dimensions of our Lefebvre Dalloz value proposition: expert documentation, software & services and training. Our software partnership with NOTA-PME illustrates and completes our approach. It highlights the importance of data in the detection of new consulting assignments and the intelligence that can be accountants to support business leaders in the development and optimization of their business.”


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