Features

Your customers, people and companies, with their details and payment terms.

Follow leads until they sign: opportunities through the stages of your pipeline, calls, meetings and tasks.

Quotes, sales orders and delivery notes, taken straight out of stock.

Your catalogue of services, with their duration, price and tax rate.

Your catalogue of goods: categories, units, selling prices, purchase costs and margins.

Your warehouses and what each one holds: goods in and out, transfers and stock counts.

Your suppliers, and the right people to reach at each one.

Purchase orders, goods received into stock, and supplier invoices.

Supplier payments, matched to their invoices, and what you still owe each one.

Bills of materials, work centers and production orders that use up components and bring finished goods into stock, with their cost.

Invoices, payments received, and the period reports your tax returns are filed from.

Sends your issued invoices to the platform they are declared to, and tracks each one.

Your tax rates, the rules that decide which one applies, and the VAT you owe.

How your invoices and other documents look: what they show, where, and in which words.

Your bank accounts and cash: movements entered by hand or from your payments, reconciled against bank statements.

Chart of accounts, journal entries entered by hand or generated from your invoices, payments and bank accounts, the ledger and the statements.

Your fixed assets register: where each asset is, its monthly depreciation and its disposal, all written to the books.

Your employees, their contracts, leave and attendance, typed in or read from punch clocks, then validated each month.

Payslips worked out from contracts and validated attendance, with earnings, deductions and their payment.

Expenses entered from receipts, approved or rejected, written to the books and paid back.

Appointments and series of sessions with your customers.

What each customer was seen for, day by day: the fee to invoice and the record of observations.

Insurers, such as the CNAM, and their coverages: each one is invoiced its share.

Projects for your customers or in-house: tasks, time spent and expenses, against the budget.

A dashboard, key indicators and reports on your sales, purchases, cash, stock, pay and activity.

Accounts for your team, with roles and permissions set feature by feature.

Your name, logo and colours, throughout the application.