Features

Everything listed here is available today. Modules in preparation are marked as such.

Sell

Quotes

Lines from your catalogue, per-line VAT, discount, validity, terms. Signing link to send by WhatsApp or email, “viewed” and “signed” tracking.

Invoices and credit notes

Number assigned on issue (continuous, gapless), invoice locked once issued, corrected by a full or partial credit note.

Payments

Partial payments, balance due, overdue invoices, transfer or cheque reference.

Leads

Each request (call, WhatsApp, visit) followed up to the quote: status, follow-up date, conversion to client.

Clients

Records with ICE, IF, RC, payment terms, custom fields, balance and history.

Catalogue

Products and services with price, VAT and unit, added to documents in one click.

Manage

Expenses

Expenses by category, deductible VAT, encrypted receipt, recurring expenses, CSV export.

Suppliers

Contact details, ICE, bank details and total purchases per supplier.

Projects and tasks

Kanban board, personal task list, automatic progress, linked quotes and invoices.

Dashboard

Collections, expenses, late payments, pending quotes, monthly VAT (indicative).

Secure and customise

Secure documents

SHA-256 fingerprint, verification QR code and barcode, timestamped simple electronic signature.

Team and permissions

Roles and none / read / write rights per section, invitations, remote sign-out.

Customisation

Logo, colour, legal details, numbering prefixes, terms, units, categories, custom fields.

Your data

Full export, account deletion with a grace period, verifiable security log.

In preparation

In preparation

Accounting reports

Sales and purchase journals, VAT statement (cash or accrual), aged receivables, simplified income statement, accountant export.

In preparation

Stock and products

Warehouses, movements, inventories, purchase orders, receipts and deliveries, average cost.

In preparation

Staff

Employee records, contracts, leave.

In preparation

Industry modules

Rentals, appointments, construction, digital services, point of sale.

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