A reality capable of giving an All-in-One solution to take care of corporate finances through two comprehensive software

Financial planning, treasury and credit risk management are the dreams behind DocFinance, a reality born more than 30 years ago from the work experience of CEO and founder Mauro Tranquilli, since the late 1980s engaged in the administrative and financial management of small and medium-sized companies, when they still lacked the appropriate IT tools.
The initial idea, which later became his company project, was to make software that could meet his needs, that would be useful to his goals, the same for everyone: so he began to study the design of treasury software. It was Tranquilli himself who told us about it.

When and how was your software born?
«It all started in 1990 and after 6 years DocFinance, software in Windows environment, was born: “doc” stands for data, organization and consulting. Before realizing this project of mine, the idea was verified and consolidated by several years of consulting with a competitor’s tool called ForeFinance, which I then bought in 2007. My experience as a consultant with this software, characterized by the study of banking technology and a lot of patience, was very enlightening because it confirmed to me that in the companies the people in my role did not have the proper tools. Through our software we deal with data, organization in administration and consulting; in the initial go-lives we bring an effective and efficient organizational model that can provide a final and prospective view of its cash flows, a model that is integrated with ERP systems, with Italian and international banking providers and with some fintechs that we have found useful for the purpose. These are comprehensive, go-live solutions that are fast and easy to use every day».

What are the strengths of your products?
«Besides the excellent performance-price ratio, what differentiates us from our competitors is the love we have for details and the fact that our go-lives last really short (about 6 to 8 days, rarely reaching 10). This kind of work allows us to do over 500 new installations each year: we have prepared ourselves to be very fast, our goal is to have thousands of new customers each year. Ours is a ready-to-wear product because everything is ready to be bought and used just as if it were a dress to wear. Thanks to the network of ERP providers, software houses that implement the various national and international ERP systems, the integration software between our software and theirs is already available and ready to use. The functions available in the software are such that nothing is missing and nothing is customized: we learn and implement new functions and make them available to everyone. We propose integrated and complete solutions under the slogan All-In-One».

Clients of DocFinance treasury software are companies in all industries, trade and service sectors. Often treasury customers also activate DocCredit, software for managing credit risk, monitoring late collections and credit recovery-related activities while also providing web functions for travelers: aging, reminders, collections, overdraft and extra overdraft, pos web, providers business information.

Among DocFinance’s future plans…
«Just as 30 years ago we found the absence of proposal on these topics in our country, we noticed the same scenario abroad. So we started doing some scouting, both in Europe and the United States, and in September 2023 we concluded the acquisition of a small company in Madrid to start exporting our model to other countries as well. Today we are the Italian leader in terms of number of end users and we are looking for, with the goal of eventually acquiring, small software houses that develop products similar to ours. Current enhancements include internal technological development to bring our software platforms to the cloud with new functions related to the world of financial planning by leveraging new artificial intelligence technologies».

DocFinance is a serious and competent company capable of achieving very good results in a short time. The company’s goal is to leave a mark and make the proposed initiative give benefits. Their products are therefore capable of achieving all the aspirations of a modern financial office.