Every module, in one portal
Sixteen modules covering the whole invoice lifecycle — from company setup to a validated, archivable e-invoice.
Core
Dashboard
KPI counters, recent invoices, the current VAT return and open items — plus a guided first-run checklist.
Quotations
Quotation, order confirmation and delivery note in one chain — each turns into the next with one click, each on its own number circle.
Invoices
Draft to finalized, line items with per-line VAT and UN/ECE units, signature capture, QR code, duplicate and bulk actions.
Down-payment and final invoices
Bill in stages: down-payment invoices carrying type code 386, and a final invoice that deducts the down payments already received together with their VAT — exactly as § 14 (5) UStG requires, so the same tax is never stated twice. Only what has been received is deducted.
Recurring invoices
The same invoice, every month, written once. Weekly to yearly, ending on a date or after a count. Either as a draft for approval, or issued and sent automatically — with the number sequence staying gapless.
Incoming invoices
Receive, check and approve your suppliers’ invoices — a photograph, a PDF or an XRechnung, all in the same inbox. Being able to receive them has been obligatory since 2025; issuing them only from 2027.
Documents by email
Your own address for supplier invoices. Hand it out, or forward your existing mailbox to it — what arrives is read, checked and approved like a document you uploaded. With a sender list, format and size limits, and a log that names the refused messages too, so no supplier is left sending into nothing.
Time tracking
Record hours with the timer while you work, or by hand afterwards. The rate is resolved automatically from activity, project, customer, person or company — and then stays on the entry, so a later price rise does not re-price weeks already worked. Open hours become an invoice at the press of a button.
Projects
What is being worked on, with its customer, rate and budget. The analysis shows per project what has been earned, what has been billed and — the figure that matters — what has not. Internal projects with no customer belong here too: not every hour is sellable, but every hour wants to be seen.
Suppliers
Your creditors with their account mapping and every bank account they have ever invoiced from — what makes the changed-IBAN warning possible.
AI Scan
Five-step wizard: capture, adjust, process, review, export — a photographed receipt becomes a compliant e-invoice.
E-Invoice tools
Meet the legal requirements for e-invoicing in Germany with a single click: generate, convert, extract and validate ZUGFeRD and XRechnung against EN 16931.
Catalog
Products and services in one item master with unit, price, VAT rate, SKU and sector.
Customers
Buyer master data including VAT ID, flowing straight into the e-invoice as BT-48.
Design
Templates
Template library — duplicate, publish, set a default, mark a company-neutral standard.
Invoice → Template
Upload an existing invoice PDF and get back an editable layout, plus detected customer, logo and company.
Designer
Drag-and-drop PDF editor with tables, totals, QR code, barcode, signature, data fields and undo/redo — without any programming knowledge.
Field Builder
Define custom invoice fields with type, validation, section and visibility in form, PDF and search.
Rules
Numbering
Four independent number circles — invoices, quotations, order confirmations, delivery notes — each with prefix, format, padding and a yearly or monthly reset, with a live preview.
Payment Terms
Agree your terms once and choose them on every document. Several discount levels — 3 % within 7 days, 2 % within 14, net 30 — with the deadlines and the amount to pay worked out for you.
Reminders
Up to three reminder stages with their own deadlines and fees. Default interest under § 288 BGB — nine points over the base rate against a business, five against a private person, day-exact and calculated separately across each interest period. Plus the 40-euro flat charge where it is due.
Email templates
The covering note your invoice arrives with — in your words, not ours. A designer with formatting, colors, tables and placeholder chips, for eleven kinds of mail in German and English, with a signature and attachment rules. One template can serve several document types at once, individual customers can have their own, and each person can set a personal default. The preview shows what will be sent, the test mail sends it to you first, the history keeps every earlier state, and a misspelled placeholder is refused at save rather than printed at your customer. The send log records what actually went out — including what did not arrive.
Import data
Switch without retyping: customers, suppliers, the catalogue and your open items from a CSV file, as sevdesk, Lexware Office, Papierkram and Excel export them. Semicolons, umlauts and German numbers are recognised and the columns map themselves — with a dry run first and all-or-nothing on the way in.
Tax Categories
The complete DATEV SKR03 and SKR04 chart of accounts. The revenue account you pick decides both the VAT rate and the EN 16931 category.
Bookkeeping
Every document becomes a double-entry booking. The VAT return, the open items list and a DATEV posting batch all fall out of the journal.
Assets
Capitalise what you buy and let it depreciate itself. Straight line or declining, GWG and Sammelposten included, with the asset movement schedule your adviser asks for at year end.
Cash book
Cash recorded the way cash behaves: written forward, never edited, and never below zero. With cash counts, the cash report and one-click posting into the journal.
Cash register (POS)
The electronic till under § 146a AO: every sale TSE-signed and immutable, receipts with QR code, cancellations as counter-transactions, a daily closing with cash count — posted into the journal automatically and exportable as DSFinV-K for a tax inspection.
Banking
Import CAMT.053, MT940 or CSV from your bank; a matching transaction marks the invoice paid and settles the booking behind it.
Open Items
Receivables and payables in one working list: filter the way accountants expect, spread one bank transfer across several invoices, offset credits, write off cent differences with the correct VAT adjustment.
Payments
The payment proposal knows the last day a cash discount can still be taken; a selection becomes a payment run with separate approval and a SEPA file (pain.001) for your bank.
Reporting
Reports
Business analysis (DATEV form 01), P&L/cash-basis, trial balance with account ledger, VAT return with box numbers, revenue, payment behaviour, order backlog, cash flow, cash discount and per-partner account statements — as CSV, PDF or print view.
Administration
User Management
Invitations, access levels, per-user permission overrides and ownership transfer.
Billing
Plan and single-module subscriptions paid by card — the payment itself switches the module on.
Companies
Full legal profile: register data, tax numbers, banking, branding and § 19 UStG small-business mode.
Audit Logs
21 action types across 21 entity types, filterable and CSV-exportable, surviving deletion.
Integrations
API keys and webhooks: other systems read and write through the same interface the portal uses, with the same permissions — and get told when something happens.
Platform
Roles & Permissions
61-key permission tree, custom roles, per-user grant and deny, deny always wins.
Platform Settings
Global settings and feature flags that gate modules across the platform.
How it works
How the modules fit together
One chain in one portal — every document knows the one before it, and the payment closes the loop.
- 01
Write the quotation
Angebot, order confirmation or delivery note, from your catalog, on its own number circle.
- 02
Turn it into an invoice
One click carries the data across and freezes the source document as converted.
- 03
Generate the e-invoice
ZUGFeRD or XRechnung, rendered through your own template, XML inside the PDF/A-3.
- 04
Validate before it leaves
Schema, EN 16931 business rules and the German CIUS, with errors in plain language.
- 05
Send it
The archived document itself goes out by email, with its XML sidecars attached.
- 06
Book the payment
Import the bank statement; a matching payment marks it paid and settles the booking.
Ready to send compliant invoices?
Monthly plans, cancel any time, no setup fee — and your data leaves as PDF, XML, JSON or CSV whenever you want it to.