Who it is for
Freelancers, small companies and agencies that today split the work across spreadsheets, an invoicing tool, a client tool and an accounting tool. Also for anyone who needs a management program with their own brand and their own rules.
Product · Management
Management: invoices, clients, marketing, purchases and accounting in one program
You draw up the quote, turn it into an invoice, record the payment and see who owes you what. But you also manage your clients and leads, run campaigns, record purchases, reconcile the bank and prepare your taxes, all in one place and without typing the data twice. We use it ourselves to run our own company.
A summary of the business as you log in
The home screen tells you how the year is going: how much you have invoiced, how much you have credited and which taxes are close to their deadline. From there you make an invoice or a quote, record a payment or add a client.
- Monthly invoicing on a chart.
- A tax calendar with the pending forms, such as 130 and 303, and the amount due.
- Global search with Ctrl+K to jump to a client, an invoice or a screen.
Invoices, credit notes and payments
Numbering is automatic, sequential and gap-free. An issued invoice is never deleted: if it needs correcting, you issue a credit note. Payment status is not ticked by hand, it is calculated from the payments you have recorded.
- Manual payment or a card payment link (Stripe); once paid, the invoice becomes paid and the income goes into cash flow.
- Paid, pending and overdue always in view, with filters by status.
- Export of the list to Excel.
Quotes that end up as invoices
Every quote has its status: draft, expired, invoiced. When the client accepts, you turn it into an invoice with one click and the two stay linked. A quote also has a public page you can send to the client.
- Templates so you do not retype the same items.
- A PDF for each quote.
- A quote does not use up invoice numbering: when in doubt, make a quote.
The screenshots are from a real installation with test data.
Everything it includes
Selling and getting paid
Client portal
Your clients log in with their own account to see their invoices, quotes, projects, files and reports, and can set up direct debit.
Subscriptions that invoice themselves
For recurring charges, a daily run generates the invoices that are due without anyone making them by hand.
Client costs
Disbursements, resale and advertising spend that are passed on to the client. A disbursement goes on its own invoice, at 0 % VAT.
Direct debits and transfers
SEPA direct-debit batches with their mandates, and transfers to pay suppliers.
Email reminders
Invoices are sent by email, and clients who have not paid get due-date reminders.
Purchases and banking
Purchases and supplier invoices
Orders and received invoices, with an inbox where you upload or drag in the invoices you receive. It reads PDFs that contain text.
Accounts and statements
You import bank statements as Norma 43, camt.053 or CSV and the transactions are reconciled with your invoices and expenses.
Bank rules
Automatic reconciliation rules so that recurring transactions get recorded by themselves.
Cash-flow forecast
Estimates the balance for the coming months from pending invoices, recurring expenses and the quarter’s VAT.
Transfers under control
You set who can pay and up to what limit.
Taxes and accounting
Tax calendar
The returns with a deadline coming up, such as 130, 303 or 111, with the amount due and the option to mark them as filed.
Accountant’s pack
VAT book, returns 303 and 347 and the books your accountant asks for. They are a support: they do not replace the official filing.
Accounting
Journal, entries, chart of accounts, balance sheet and profit and loss, built from your invoices, purchases and cash flow.
E-invoicing
Generates the invoice in Facturae or UBL format, with an electronic signature.
Clients, sales and marketing
CRM
Opportunity pipeline, leads, follow-up with tasks and reminders, and web forms that feed the pipeline.
Landing pages
Lead-capture pages with their form and a preview.
Advertising campaigns
Campaigns with their Meta Ads, Google Ads and GA4 metrics, and a results report for the client.
Content calendar
Social media posts that the client reviews and approves from their portal.
Projects and professional services
Projects, hours and profitability
Milestones, time logging with the cost and rate of the day, and margins per project to see which ones lose money.
Retainers
Monthly fees with their hour balance, also visible to the client from their portal.
Getting started and staying free
Guided setup
A first-steps assistant that guides you through whatever is still to be configured.
Import data
Bring in your clients and invoices from Excel, CSV or other invoicing programs.
Take your data with you
Download everything that is yours as a ZIP whenever you want, without asking anyone.
Controlled access
Roles by screen, two-step verification and API keys to connect other programs. The API is documented in English.
With your brand
Each business can have its own installation with its own name, colours and database. In Spanish or English, with light and dark themes.
VeriFactu
VeriFactu is live in production: the program generates the hash, the QR code and the XML file of every invoice and sends them to the Spanish Tax Agency. In our test environments it is switched off on purpose. For companies the obligation starts on 1 January 2027 and for everyone else on 1 July 2027, under the rules in force.
Why custom-built software
- One program instead of five: what you record once is used to invoice, collect, follow up sales and close your taxes.
- It adapts to how you work: fields, statuses, documents and alerts can all be changed.
- Your data lives in your own database, not in a third party’s.
- It connects with the AMSET assistant, which prepares quotes and invoices from the chat, and with other programs through its API.
- The code is yours and we maintain it.