Download all your Client's Documents in 2 clicks!

Download all your clients receipts, invoices, credit notes, and bank statements by dates to optimize your workflow with ease.

Export Client’s Transactions as CSV

Get your client's transaction reports, from sales to expenses (CY/EU/NON-EU) in a convenient Excel/CSV file!

🔍 VAT Checker: Ensure Compliance

Verify any VAT number through our direct validation with the European Commission's official database.

Please note 📝
Each time you add or edit a client, we automatically conduct this verification for you seamlessly.

💱 Currency Tool: Convert & Swap with ease

Access real-time or historical exchange rates from the European Central Bank and effortlessly swap between currencies.

Search & Filter

Save time by instantly finding your clients data and filtering them by date range.

and many other features

DASHBOARD

Each of your employee can focus on what really matters without headache:
Global view for Unapproved Transactions of their clients portfolio
Upcoming Calendar Events to take care
Internal Reminders

FISCAL CALENDAR

Be aware and update the tax fiscal calendar

CLIENTS

Company & employees information
Internal Reminders
XLSX Export for Transactions
eSoft & Intellisoft compatible
Filter & Search Transactions by origin (EU/non-EU/CY) status (Unapproved/Approved) & dates
Vault: Access to all receipts, invoices/credit notes & bank statements and pre-filled VAT
Filter, Search & Download Documents between a range date in 1 click
Bank Accounts Overview
Expenses per category for a range date
Track Social Insurance Payments
Track Payments for your services
Track VAT returns done for this client
Send BULK Emails to customers

TRANSACTIONS

View, Edit, Inspect all your clients transactions
Inspect & Send an automatic email with pre-filled transaction details in case of a question

EMPLOYEES

Manage all your employees in one place: their information and assign them a specific clients portfolio

VAT CHECKER

Check the status of any VAT number

CURRENCY CONVERTER

Convert currencies with up-to-date exchange rate (or on a specific date)

Working With the Best Clients and Partners