Features at a glance
Find the workflow that needs your attention: collect documents, review entries, reconcile payments or understand the results.
Collect and capture documents
AI account coding & posting suggestions
Extract invoice data and get account and tax-code suggestions. Review and correct them against the original before continuing with the draft entry.
Documents & archive
Uploads, folders, search and previews. Link documents to entries, manage files together and restore eligible documents from the trash.
Email import
Connect a supported IMAP mailbox, review attachments and transfer them directly to document processing. Choose manual import or scheduled checks.
Electronic invoices
Read supported XML invoices and embedded ZUGFeRD/Factur-X data, then review the results in the capture workflow.
Post and correct entries
Bookkeeping and journal
SKR03/SKR04, ledger accounts, customers and suppliers. Prepare manual and multi-line draft entries, post them and follow them in the journal.
Corrections and bulk actions
Create a reversal with a prefilled correction draft. Preview account replacements across drafts and process eligible entries together.
Recurring postings
Create templates for rent, insurance or subscriptions with a recurrence interval. Due templates are processed into posted entries subject to validation and period locks.
Fixed assets & depreciation
Maintain fixed assets and complete depreciation schedules. Post all due periods together when you choose.
Payments and sales
Bank import
Import CSV, MT940 and CAMT.053. Link payments to open items or existing entries, split allocations and record missing entries in Banking.
Open items (OPOS)
View receivables and payables with due dates and remaining balances. Process partial payments, discounts, netting and advance payments in context.
Sales and Stripe
Import issued invoices, assign customers and automatically process supported Stripe transactions after setup. Reconcile fees and payouts through to your bank account.
Backoffice cash
Transfer externally closed cash days with their original evidence, verify the cash equation, and post them through a controlled workflow. No POS, payment, TSE, or live-register functionality.
Report and close
Reports
Trial balance, BWA, P&L, balance sheet, EÜR, liquidity and foreign-currency views. Adapt report lines and account assignments to your questions.
Management accounting
Plan budgets, build forecasts and compare targets with actual performance. Investigate variances by account and cost centre and trace them to the underlying postings.
Taxes and year end
Prepare advance VAT returns, trace figures and use closing checks. Includes opening balances and foreign-currency revaluation. ELSTER transmission requires activation.
Exchange and trace data
Import and data handover
Preview imports, resolve errors and duplicates and track export jobs. Prepare DATEV entry batches with optional documents through the enabled export workflow.
Compliance & audit log
Inspect entry and activity histories, create data-access exports and schedule, download or restore backups through controlled workflows.
Work as a bookkeeping firm
Organise clients and your team
Manage access, allowances and working time per tenant. Set your own prices and create client invoices with PDF output.