Create invoices, book expenses, manage projects, track working hours and much more - Ideal for SMEs, startups and freelancer!
Documents and Invoices
Conveniently create offers, order confirmations, delivery notes, invoices and reminders
Have the results always in sight thanks to our Live Editor
Automatically generate texts using text blocks
Enhance invoices and reminders directly with QR-bills
Have recurring invoices generated automatically
Setup automatic dunning workflows
Personalisation and Adaptation
Create your own units
Manage multiple layouts (also with your own stationery)
Use text templates for documents and emails
Create your own input fields (such as mileage)
Multilingual for documents in English, German, French and Spanish
Support for all currencies
Number documents with consecutive numbers or using placeholders
Supported Payment Methods
Swiss QR bills with QR reference
Swiss QR bills without QR reference
Payment Reconciliation / Banking
Automatic reconciliation for accounts with PostFinance
Payment matching in ISO20022, CAMT053 and PAIN.001 format
Automatic allocation of incoming payments
Support of notifications for QR payments
Compatible with all major e-banking solutions
Expense Management
Document recording with automatic pre-capture of QR information
Synchronise bank payments using account reconciliation
Create payment orders for e-banking in the Pain.001 format
Detailed creditor overview
Simple categorisation for accounting purposes
Contact Management
Comprehensive CRM with group capabilities
Create direct correspondences and send them by email or post
Add multiple persons and addresses to a contact
Automatic reminders for appointments or birthdays
Account history and account management
Project Management
Intuitive cost center and activity management
Project specific expense management
Define hourly rates per employee
Direct data transfer to invoicing
Expense statistics for customers, projects and cost centers
Time Tracking
Configurable target and special target hours
Determine hourly rates and target hours per employee
Holiday administration
Employee-, work- and customer-reports
Time recording via web and mobile stopwatch
Accounting
Pre-record relevant information easily and without specialist knowledge
Export relevant data to the accounting system
Direct accounting exports to Sage50, Banana and Topal
Ideal for cooperation with a fiduciary
Catalog
Comprehensive catalog for products and services
Warehouse management
Freely configurable units and VAT rates
Categorisation for the accounting export
Payroll Administration
Integration of the easy payroll administration by E-Salär
Basic installation of E-Salär as a service
Reporting
Freely customisable dashboards per module
Statistics for expenses, turnover, customers and articles
User Administration
Flexible role management
Predefined roles for employees, administrators and fiduciaries
Configure individual permissions and roles
2-factor authentication
Import/Export
Import contacts and catalog entries via CSV
Define individual exports for contacts, catalog, documents and expenses
Versatile exports for expenses, expenditure and work reports
Exports in XLSX, CSV or PDF format
Various fiduciary exports
API
Powerful REST API for accounts receivable and contact management
Managed PHP class
Swagger Documentation
Authentication via Oauth2
Register now and try it
During the first 30 days all features are available without restrictions and free of charge. Thereafter you can choose the plan that best suits your needs, even a free one!
