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Online platform for clients

Your documents, your invoices and your team on a single platform, connected to your adviser and accessible from any device.

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Client area

Your whole business, in one place

Access your issued and received invoices, your team’s documents, contracts, payslips, taxes, reports and bank statements. No folders or shelves, wherever and whenever you want.

Control panel

From the dashboard you can access all the platform’s functions. It has three areas: employees, advisers and company.

Employee area

Manage everything for your team and give them access to their contracts, payslips, time records and holidays, with a channel for asking questions or sending documents.

Adviser area

Send your invoices to your adviser and view all your company’s accounting information: the real-time status of your accounts, the balance sheet, the profit and loss account or bank statements.

Business area

Create invoices, quotes, delivery notes and recurring invoices with your company logo. They are posted to the accounts automatically, so your adviser has them straight away.

The platform's control panelThe employees area of the platformThe platform's adviser areaThe company area of the platform
Features

What you can do from the platform

  1. E-invoicing

    Our invoicing software complies with the Anti-Fraud Law and is ready for VeriFactu.

  2. Automatic invoice capture

    Set up an email address so that the invoices you create, receive and send are processed and shared with your adviser automatically.

  3. Invoice scanner

    Invoices sync with the scanner and you see your business data up to date at all times.

  4. Working hours record

    Time tracking for your team, so you comply with the law through simple clocking in and out.

  5. Holiday management

    Your team requests their days off, you approve or decline, and the calendar is visible in real time.

  6. Bank import and reconciliation

    Import your bank transactions and reconcile them with your invoices on the platform, with rules that automate the matching.

  7. Unlimited documents

    Payslips, contracts, taxes and invoices stored and organised, with unlimited space and permissions for each person.

  8. Queries to your adviser

    A channel to write to your adviser and send them documents from within the platform, with the full history to hand.

  9. Simple and intuitive

    A tool that adapts to any company and takes only a short while to learn.

Your proposal, tailored to you. No surprises

Tell us about your situation and we will prepare a proposal tailored to you

No obligation. We reply within 24 hours.

Request a tailored proposal