Features
From quote to bookkeeping, all in one place.
Quotes, invoices, hours per job and expenses, with your accountant looking on live, for free. You don't need any bookkeeping knowledge.
Sales
- Invoices and PeppolCreate an invoice in your own branding and send it via Peppol. You see when it has been opened and paid.
- QuotesYour customer approves online. One click and your quote is an invoice.
- Recurring invoicesSet it up once, and the invoice goes out on the dates you choose.
- Customer portalYour customer views, downloads and signs their documents online.
And more
- Your own branding on your documentsLogo, colours, font and standard texts in the document layout.
- Documents in your customer's languageDutch, French, English, German, set per customer.
- Custom document numberingPrefix, counter and yearly reset per document type.
- Send attachmentsSite reports, plans or photos in the same email and PDF export.
- Credit notesCorrect an invoice with a linked credit note.
- Pro forma invoicesProvisional invoices that only become final when you want.
- Advance invoicesInvoice advances from the quote; they are deducted automatically from the final invoice.
- Digital signingThe customer signs online. Signature, time and a frozen PDF are kept as proof.
- Quote templates and standard textsStandard terms and introductions per document type.
- Area calculationThe quote works out the square metres and the price itself.
- Products and servicesCatalogue with prices, VAT rates and units.
- Bundled productsCombine several items into one sales line.
- Product descriptionsReusable text blocks you can insert on any document.
- Import productsLoad your entire catalogue from Excel in one go.
- Peppol e-invoicingDeliver invoices electronically into your customer's accounting software.
- Registration on the Peppol networkWe arrange your connection and your Peppol address.
- Send and receive logAn overview of what was sent and received.
- See what the customer does with your documentFor each document, the app separately tracks whether it has been emailed, opened, viewed and downloaded.
- Sending history per documentWho got what, when, and whether it arrived.
- Structured payment referenceA structured reference (OGM) per invoice, created automatically, so payments match themselves.
- Automatic remindersUnpaid invoices are chased automatically, on your schedule and in your words.
- Debt collectionPass unpaid invoices on to debt collection, with status tracking.
Purchases and costs
- Expenses and incoming invoicesForward a receipt or invoice, or receive it via Peppol. Our AI reads the amount, VAT and supplier. You approve.
- Bank connectionCustomer payments are matched automatically.
- Purchase orders and delivery notesOrder from suppliers and follow up on deliveries.
And more
- Receive via PeppolPurchase invoices arrive as structured data, not as a PDF.
- InboxOne place where all incoming documents arrive.
- Document AI scannerScanned or emailed invoices are read automatically: supplier, amounts, VAT.
- SuppliersSupplier records, linked to your expenses and purchase documents.
- Ledger accountsLink your own chart of accounts to cost types.
- Purchase ordersDraw up purchase orders and follow them up until delivery.
- Delivery notesDocument deliveries and link them to the order or invoice.
- Self-billing and purchase statementsYou draw up the invoice on behalf of your supplier or subcontractor.
- Materials platformBrowse your wholesaler's product list and pull in prices and items.
- Record paymentsLink payments to invoices, partial ones too.
- Automatic export to your accountantDocuments go out on a fixed schedule to your accountant's inbox.
- Approve for bookkeepingYour accounting software only picks up what you release.
- Change requestsRequest a change to a document that has already gone to bookkeeping.
Management and integrations
- Mobile appCreate quotes and invoices on the job site, scan a receipt in the shop, check your figures in the van.
- ReportsRevenue, costs and unpaid invoices, by month or quarter. Twenty reports ready to use.
- Project managementHours, materials and costs per project, then job costing at the end.
- Documents · NewAll your documents in one place, shared with your accountant.
- Time and product trackingLog hours and products, invoice in one click.
- Customer managementCustomer records, contacts and history in one place.
And more
- Autofill via VAT numberName, address and legal form are retrieved from the official database (VIES).
- Peppol check on customersSee straight away whether a customer can receive electronic invoices.
- ContactsSeveral contact people per customer or supplier, each with their own email address.
- Import and export customersBulk import from Excel and export back.
- Hourly ratesDifferent rates per role or employee for invoicing hours.
- QR code scannerScan materials or documents with your phone's camera.
- Project restriction per employeeAn employee only sees the projects they are assigned to.
- User managementInvite employees, assign roles, revoke access.
- Profile permissionsReusable permission profiles per role, assigned in one go to a group of employees.
- Access for your accountantYour accountant gets free access to your account.
- Hide prices per moduleAn employee can see documents, but not amounts.
- Two-factor authenticationExtra security on the login, with trusted devices.
- Notification preferencesSet per user what they get a notification or email about.
- API and webhooksBuild your own integration on the REST API, or let an external application create documents directly.
- Audit trailWho changed what, and when.
Want to try it yourself?
Create an account and discover everything at your own pace. Prefer a guided tour first? Request a demo.