Every feature on this page can be checked in the source code. Screenshots show the fictional demo company.
01
The wizard at /setup sets up a new company in one pass. It asks for company details, VAT number and small-business status, the bank account (printed on invoices as an EPC QR code), logo and defaults, outgoing mail, and ends with your first invoice and its PDF preview. Every step can be skipped and resumed later; the dashboard lists the steps still open.
Company · tax · bank · logo · mail · first invoice
Guide: Switching from Excel
Move in from spreadsheets or another system. The wizard imports customers, suppliers, products, opening balances and open invoices and bills from CSV or XLSX. It maps the columns, validates the rows, runs a dry run first, and lets you undo an import.
CSV · XLSX · dry run · undo
Guide: Switching from Excel
02
One list covers quotes, orders, invoices and credit notes, with status filters, overdue tracking and totals. Each document shows its step in the Quote → Order → Delivered → Invoiced → Paid chain. Documents go out as PDF by email, and can be issued in the customer’s language rather than the user’s. For businesses in Switzerland or Liechtenstein with a Swiss or Liechtenstein IBAN, the invoice PDF ends with the A6 QR-bill payment slip.
Posted to the general ledger automatically · per-document currency · Swiss QR-bill slip for CH/LI businesses
Guide: Mandatory invoice details · Swiss QR-bill
An issued invoice can be exported from its own page; the Leitweg-ID for public-sector customers is entered on the invoice. The exporter writes EN 16931 invoices in CII syntax (XRechnung 3.0, ZUGFeRD 2.1, Factur-X 1.0) and UBL syntax (Peppol BIS Billing 3.0). ZUGFeRD / Factur-X can be built as a hybrid PDF with the XML embedded. Before download, the invoice is checked against a subset of the EN 16931 and XRechnung rules (BR, BR-CO, BR-DE and the Peppol rule R003); a fatal finding blocks the file. The file is yours to send: the program has no Peppol access point. Invoices from Quotes & invoices are sent as PDF today, and incoming e-invoices are not imported.
A rule subset, not the KoSIT validator, and not certified. ZUGFeRD PDFs are not strict PDF/A-3b. The receiver’s validator decides.
Guide: E-invoicing in Germany from 2025 · Mandatory invoice details
Pick one of three layouts for quotes and invoices (classic, modern or compact), then set the accent colour, the font and which letterhead blocks appear.
Templates: classic · modern · compact
Subscription and contract templates generate sales invoices on a schedule: weekly, monthly, quarterly or yearly, with an interval count (for example every 2 months).
Generated invoices are ordinary sales invoices
A pipeline board takes deals from lead to won and links them to contacts and companies. Activities, forecasting and win/loss analysis sit next to the board. A won deal becomes a quote in one click.
Accounts · leads · opportunities · activities · forecast
Plan services, staff and rooms with working hours on a calendar, with reminders. Publish a public booking page at /book/<slug> that customers open directly or that you embed on your website. A completed booking can be invoiced in one click.
Services · staff and room resources · reminders
03
Purchase orders, goods receipts and supplier bills are matched step by step (three-way match), so you pay only for what was ordered and received. Supplier catalogues keep supplier prices next to your own items.
Purchase order → goods receipt → supplier bill → payment
One catalogue holds everything you sell or buy: SKU, unit, sales price, cost, margin, tax rate and stock on hand, with minimum-stock alerts and CSV export. Inventory adds warehouses, a stock movement ledger, transfers and stocktakes, valued at moving average cost.
Moving-average valuation · transfers · stocktakes
04
Import bank statements and reconcile them in a two-pane workspace: open statement lines on the left, suggested invoices and bills on the right. Rules categorise recurring lines such as fees or salaries.
Formats: ISO 20022 camt.053 / camt.054, SWIFT MT940, CSV
Aging buckets show who owes you and how overdue each balance is. A dunning run proposes a reminder level per customer; levels have their own days after due, fee and text. You can exclude individual customers. Letters are drafts: nothing is sent until you send an approved draft.
Interest and fees are switched off by default
Sales and purchase documents carry their own currency and rate. Payments store the rate on the payment date, and the difference posts to an FX account. At period end the revaluation restates open receivables and payables: preview first, then post. The entry reverses automatically the next day.
Default currency EUR · rate per document and per payment
Sales and purchase documents post to the ledger automatically. Review the journal, add manual entries, maintain the chart of accounts and close periods. On SKR03 and SKR04, sales and purchase VAT is posted per rate (19 % and 7 %) to the matching accounts. Reports: trial balance, balance sheet, profit & loss with previous-period comparison, and VAT return. All of them export to CSV.
Charts of accounts: German SKR03 and SKR04, Austrian EKR, Swiss KMU and a generic IFRS-style chart
Guide: DATEV export and SAF-T
The accountant export writes DATEV EXTF files (Buchungsstapel with all 125 columns, category 21, format version 13; debtor and creditor master data) in Windows-1252 with CRLF, as DATEV expects, and SAF-T 2.0 XML. Receivables and payables are booked on Debitor/Kreditor personal accounts with number ranges you can change. The tax-key mapping covers SKR03 and SKR04 and is set in the export settings, together with adviser number, client number and account length. Columns without a data source stay empty.
Not certified by DATEV or any tax authority. Have your accountant import a test file first.
Guide: DATEV export and SAF-T
05
The interface ships in 44 languages, including right-to-left Arabic, Hebrew, Persian and Urdu and regional variants such as en-GB, pt-BR and es-MX. Quotes and invoices can be issued in a language other than the one the user works in.
Simple mode shows the essentials; Advanced shows every module
Give each person a preset instead of ticking permissions one by one: owner, accountant, sales, purchasing or read-only. Every insert, change and deletion in the business modules is written to an audit log with who, when, and the values before and after.
Logged at the database layer, so a new feature cannot skip it
Ask about your own data in plain language, for example “which invoices are overdue?”. You bring your own API key (Anthropic, OpenAI, Gemini, Mistral, Groq and others, or an OpenAI-compatible endpoint you host). Without a key, all other features work.
Off unless you configure a provider
Every screen uses the same REST API under /api/v1/. Outside production mode the backend serves the OpenAPI schema with interactive docs. Each business area is a Python package with a manifest; modules can be switched on or off per installation.
FastAPI · SQLAlchemy 2 · Alembic · React 18 · TypeScript
Plainly stated
Read these before you rely on the software for your books.
Next step
The demo runs on invented data. Your own installation is one Docker command.