Invoicing and bookkeeping without the ERP side
Not every industry needs operations management. For a consultant, an expert firm, an online shop, an association or a landlord it is enough that the invoice goes out and the books are up to date. In the Finance package the modules for recording work are switched off and do not clutter the menu.
An invoice goes out in a minute
Customer, lines, reference number and due date. The invoice goes out by email or as an e-invoice, and the payment is matched from the bank statement by its reference. Recurring invoices go out on their own and overdue ones are chased without anyone watching them by hand.
Bookkeeping without a separate program
Every invoice, purchase invoice and bank statement transaction is posted into double-entry bookkeeping. The VAT return, the recapitulative statement of EU sales, the financial statements and the tax return all come out of the same material.
Purchase invoices to an address of your own
The company gets an invoicing address of its own. A supplier's PDF or e-invoice is read automatically: amount, due date, reference and account number are picked off the invoice, the invoice is approved and the payment batch is turned into a bank file.
Extendable later
If a need to record work comes up — hours, equipment, site reports — the modules are switched on in settings and nothing has to be migrated. Same account, same books, same customer register.
FAQ
Does this suit a sole trader?
Yes. Getting started takes a few minutes and nothing needs to be installed. For a one-person company, invoicing and bookkeeping are often the only parts needed.
Can the accountant use the same account?
Yes. The accountant is given a user account of their own and sees the vouchers, reports and official filings in the same place. No separate data transfer is needed.
Is time logging needed for invoicing?
No. Invoice lines are written directly or taken from a quote. Time logging is a module of its own, and in this package it is switched off.
Related modules
Invoicing
An invoice assembled from approved hours, expenses and trips, a printable A4 and a Finvoice file for e-invoicing.
Accounting
Vouchers, postings, the journal, the general ledger, the income statement, the balance sheet and the VAT return all come out of the same entries as the invoices.
Quotes
A quote with its lines and VAT breakdown, and a link of the customer's own for accepting it. An accepted quote becomes a job at the press of a button.
Reports
Hours by employee and by site, a daily allowance summary and cost tracking for the chosen period.
The customer's view link
Share a link with the customer showing the published reports and photos of their own site. The link can be revoked at any time.
You can set it up yourself in a few minutes. No credit card is asked for.