For accountants
Your whole portfolio on one screen.
One plan, one price, and every figure applies to the practice rather than to a client. Each client remains a business of its own, with its own books and its own owner.
The work
One morning instead of thirty
Carrying thirty clients means spending the morning finding out which three need attention. That morning is the screen: every client with receivables, payables, overdue amounts, last activity, the practice member responsible and any open requests — and one click into their books.
- The entire client portfolio on one screen
- Switch between clients inside the product, with no second sign-in
- Request documents from a client and follow what arrives
The engagement
The client grants the access, and the client ends it.
A practice reaches a client's books through an engagement the client granted, can see at any time, and can end without the practice's agreement. A practice never inherits a client's team, subscription or ownership. That is the assurance you can pass on to your clients.
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Run your clients.
Accountant
Run every client from one place.
A command centre for a portfolio of client businesses.
CHF249.00 per month
CHF2,490.00 a year — twelve months for the price of ten
plus applicable taxes
The practice plan is not currently sold to new customers. Existing practices continue unchanged — get in touch if you are setting one up.
- As many people as you need
- Run as many companies side by side as you need — each with its own subscription
- Whole client portfolio on one screen
- Client businesses under one account
- Document requests to the client
- Assigned practice member per client
- Access only where the client authorises it
- Switch client inside the product
What clients pay
Each client has a subscription of their own.
This price is for the practice and the work it does. A client is a business of its own, with its own books and its own owner, and pays its own subscription at its own plan's price — a practice buys neither its clients nor discounts on their behalf. What you pay for here is your tooling.
All features
What this plan includes
Every line here is something a paying customer can use today. What is not listed does not exist.
Invoicing
- Invoice drafts
- Issue invoices
- Invoice PDF
- Email an invoice
- Credit notes
- Copy an earlier invoice
- Product and service catalogue
Estimates
- Write estimates
- Email an estimate
- Customer accepts or declines online
- Estimate revisions
- Turn an estimate into an invoice
Customers and suppliers
- Customer records
- Public-sector customers
- Supplier records
Purchasing and expenses
- Bills
- Bill approval
- Expenses
- Receipt inbox with extraction
Payments
- Record customer payments
- Record supplier payments
- Let customers pay your invoices online
- Payment receipt to the customer
Accounting
- Double-entry accounting
- Journal and general ledger
- Chart of accounts
- Opening balances
- Manual journal entries and reversals
- Close and lock a period
Financial reporting
- Profit and loss
- Balance sheet
- Trial balance
- Accounts receivable
- Accounts payable
- From any figure to the entries behind it
Jobs and operations
- A job as the folder around one piece of work
- Your own process stages
- Estimates, invoices and documents on the job
Documents
- Attachments on documents and jobs
- Unalterable document archive
- Search across every document
Security
- Complete activity log
- Read and write held apart in every area
- Five languages
Team
- People in the account · No limit
- Roles with different powers
- Invitation by link
- Remove access at once
Workflows and automation
- Responsible person per job
- Due date and overdue marking
- Your own workflow stages
- Job board by stage
- My assigned work
- Approval before issue or send
- Approval rules by kind, amount, role
- Operational dashboard
- Open work per team member
- Recurring invoices
- Automated payment reminders
- Automation rules
- Execution log for every rule
Document design
- Your business as the issuer
- Logo, colour, typeface and template
Currencies
- Choose the currency the books are kept in
- Invoice in more than one currency
- A fixed currency per customer
Companies
- Companies you can run together · No limit
- Its own subscription per company, its own books, its own cancellation
- Separate books for each company
- Switch company inside the product
- One screen across all companies
Advanced control
- Per-person rights by area
API and integrations
- Read API over your data
- API keys with per-area scopes
- Signed webhooks with retries
- Integration directory
- Migration from another product
Practice
- Client businesses under one account
- Access only where the client authorises it
- Switch client inside the product
- Whole client portfolio on one screen
- Assigned practice member per client
- Practice-private client notes
- Document requests to the client
- See and end anyone's access to your books
What your country requires
- Checking tax registration identifiers
Set up your first client
You set up the practice, invite your clients, and each client confirms the engagement themselves. You can cancel at any time in the settings; the subscription then runs to the end of the period you paid for.
The practice plan is not currently sold to new customers. Existing practices continue unchanged — get in touch if you are setting one up.
See the product