Features – Everything you need

Create invoices, book expenses, manage projects, track working hours and much more - Ideal for SMEs, startups and freelancer!

Create professional documents and invoices

Documents and Invoices

  • Conveniently create offers, order confirmations, delivery notes, invoices and reminders
  • Have the results always in sight thanks to our Live Editor
  • Automatically generate texts using text blocks
  • Enhance invoices and reminders directly with ISR, ISR+, red payment slips or QR-bills
  • Have recurring invoices generated automatically
  • Setup automatic dunning workflows
Customise and personalise invoices

Personalisation and Adaptation

  • Create your own units
  • Manage multiple layouts (also with your own stationery)
  • Use text templates for documents and emails
  • Create your own input fields (such as mileage)
  • Multilingual for documents in English, German, French and Spanish
  • Support for all currencies
  • Number documents with consecutive numbers or using placeholders
Wide range of payment options

Supported Payment Methods

  • Swiss payment slips (ISR, ISR+ and red ES)
  • QR-bill
  • eBill respectively PostFinance eBill
  • PayPal and credit cards via PayPal integration
  • ApplePay, SEPA and others via Payrexx integration
Payment reconciliation and banking

Payment Reconciliation / Banking

  • Automatic reconciliation for accounts with PostFinance
  • Payment matching in ISO20022, CAMT053 and PAIN.001 format
  • Automatic allocation of incoming payments
  • Support of notifications for QR payments
  • Compatible with all major e-banking solutions
Manage expenses

Expense Management

  • Document recording with automatic pre-capture of ISR & QR information
  • Synchronise bank payments using account reconciliation
  • Create payment orders for e-banking in the Pain.001 format
  • Detailed creditor overview
  • Simple categorisation for accounting purposes
Contact management and CRM

Contact Management

  • Comprehensive CRM with group capabilities
  • Create direct correspondences and send them by email or post
  • Add multiple persons and addresses to a contact
  • Automatic reminders for appointments or birthdays
  • Account history and account management
Project Management

Project Management

  • Intuitive cost center and activity management
  • Project specific expense management
  • Define hourly rates per employee
  • Direct data transfer to invoicing
  • Expense statistics for customers, projects and cost centers
Time Tracking

Time Tracking

  • Configurable target and special target hours
  • Determine hourly rates and target hours per employee
  • Holiday administration
  • Employee-, work- and customer-reports
  • Time recording via web and mobile stopwatch
Accounting with accounting export

Accounting

  • Pre-record relevant information easily and without specialist knowledge
  • Export relevant data to the accounting system
  • Direct accounting exports to Sage50, Banana and Topal
  • Ideal for cooperation with a fiduciary
Catalog for products and services

Catalog

  • Comprehensive catalog for products and services
  • Warehouse management
  • Freely configurable units and VAT rates
  • Categorisation for the accounting export
Payroll administration with E-Salär

Payroll Administration

  • Integration of the easy payroll administration by E-Salär
  • Basic installation of E-Salär as a service
Reporting for sales, expenses and much more

Reporting

  • Freely customisable dashboards per module
  • Statistics for expenses, turnover, customers and articles
User administration with role management

User Administration

  • Flexible role management
  • Predefined roles for employees, administrators and fiduciaries
  • Configure individual permissions and roles
  • 2-factor authentication
MobileApps for iOS and Android

MobileApps for iOS and Android

  • Create and edit documents
  • Manage contacts
  • Record working hours
  • Expense scanner
Import and export of contacts and invoices

Import/Export

  • Import contacts and catalog entries via CSV
  • Define individual exports for contacts, catalog, documents and expenses
  • Versatile exports for expenses, expenditure and work reports
  • Exports in XLSX, CSV or PDF format
  • Various fiduciary exports
API for software developers

API

  • Powerful REST API for accounts receivable and contact management
  • Managed PHP class
  • Swagger Documentation
  • Authentication via Oauth2
  • Python Wrapper

Register now and try it

During the first 30 days all features are available without restrictions and free of charge. Thereafter you can choose the plan that best suits your needs, even a free one!

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You can cancel your account at any time should you not like smallinvoice