Rethinking financial control.

01Accounting

Chart of accounts, journal, VAT, annual closing and consolidation in one module, with the P&L and balance sheet live from your bookings. Audit export and DATEV transfer are already built in, and your figures sit in the same system as banking, HR and CRM. Receipts uploaded by photo are booked automatically and assigned to the expense report.

02Budget & Forecasting

Zero-touch forecast, with the biggest variance drivers by cost type and department visible at once: a clear forecasting view that gives you your company figures in real time.

03Human Resources

Employee master data, recruiting, absences, time tracking, payroll – including from Abacus and DATEV – and more: all the information you need for smooth HR is covered here and flows directly into forecasting.

04Cash Flow & Banking

Connect bank accounts via open banking, review transactions, view cash flow and forecasts. All common banks in the DACH region as well as Pleo are covered, so bookings run automatically and receipts are pulled in.

05CRM & Pipeline Management

Get leads suggested automatically and added straight to your CRM. They are complemented by existing customers with their appointments and forecasts. Contract values are taken into account directly in budget forecasts.

06Supplier Contract Management

See your top suppliers at a glance, along with open liabilities, unused licences and all supplier contracts including annual volume.

07Project Management

In-house and customer projects whose time tracking flows directly to HR and to finance for invoicing, plus a choice of card, kanban or calendar view with priorities, deadlines and tickets, keep your company organized.

08Approvals

Set up rules for automatic invoice approval, check invoices manually, for example for large amounts, and let Fraud Guard warn you about suspicious documents. After approval, payment and booking happen automatically.

09Customer Orders

Keep track of your open receivables, your best customers, revenue development and all contracts. Everything you want to know about your income and the invoices you have sent can be found here.

10Internal Control System (ICS)

Process wiki, process flow and early crisis detection under Swiss CO Art. 725 with an early-warning score and recommended countermeasures, plus checks on hidden profit distributions, private expenses, arm’s-length comparison and the revFADP. Swiss requirements are built in from the start and do not have to be retrofitted.

11Design Studio

Old in, new out: upload an invoice in your current design and your layout is automatically adopted for all future invoices. For Switzerland, a QR invoice is of course created.

12Data Room & Document Management

All company documents organized by inbox, invoices, contracts and more, plus a data room with a completeness indicator for investors. You decide through approvals what is shared, and everything else stays internal.

13Dashboard

Automated analyses, selectable key figures such as the cash flow forecast or HR overviews, important updates and to-dos: you can design your dashboard flexibly so that the information that matters most to you is always at hand at a glance.