Automation
Unpaid invoice reminders
Your overdue invoices chased with the right tone: courteous, then firm, never aggressive.
€9 per monthMonday to Friday at 9 am
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323 templates built for small businesses, freelancers and individuals, sorted by industry and role. Pick one, answer one or two questions, and the architect takes care of the rest.
Your industry:
40 templates for accountant / CFO
- Automation
Incoming invoice filing
Every invoice you receive by email filed in Google Drive, sorted by month and supplier.
€9 per monthWeekdays at 6 pm
- Automation
Monthly file for your accountant
On the 5th of the month, every document gathered and sent to your accountant.
€3 per monthOn the 5th of each month at 9 am
- Automation
Monthly dashboard
On the 1st of the month, your key metrics gathered in a PDF and Excel report.
€3 per monthOn the 1st of every month at 8 am
- Automation
Cash flow update
Every Monday, your cash position, expected receipts and upcoming expenses.
€5 per monthEvery Monday at 8 am
- Automation
Weekly management report
On Mondays, one page summing up sales, cash, pipeline and website, with the gaps.
€5 per monthEvery Monday at 7 am
- Automation
Client document collection
Every month, every client of the firm reminded with the exact list of what's missing.
€4 per monthOn the 3rd, 10th and 17th of every month
- Agent chain
Invoices, reconciliation and accountant
Three linked agents: collect invoices, match them to payments, send the monthly file.
€31 per month3 linked agents
- Automation
Post-job invoicing
The signed job sheet becomes an invoice sent the same evening, photo and breakdown included.
€19 per monthAfter every job
- Automation
Expense reports
Photos of your receipts turned into a monthly expense report, in Excel and PDF.
€3 per monthOn the 1st of every month at 9 am
- Automation
Client tax calendar
VAT, corporate tax installments, CFE, annual returns: every deadline for every client announced in time.
€3 per monthEvery Monday at 8 am
- Automation
Grants and subsidies
Every month, the public grants and calls for projects your business qualifies for.
€3 per monthOn the 1st of each month at 9 am
- Automation
Excel file analysis
Drop in a file, get its key insights in plain language with charts.
€9 per monthEvery time a file is added
- Automation
Invoice as soon as the quote is signed
An accepted quote becomes a deposit invoice sent the same day, with no re-keying.
€4 per monthWhenever a quote is accepted
- Automation
Rent tracking
Rent payments checked, receipts sent, late payers reminded.
€3 per monthOn the 8th of each month at 10 am
- Automation
Progress billing
At the end of every month, the progress claim calculated and ready to invoice.
€3 per monthOn the 28th of every month at 9 am
- Automation
Weekly SaaS metrics
MRR, new customers, cancellations, converted trials: the week in numbers and words.
€3 per monthEvery Monday at 8 am
- Automation
Rent receipts and reviews
Receipts sent every month, annual review calculated with the IRL index, notices ready to send.
€3 per monthOn the 5th of every month at 9 am
- Automation
Portfolio summary
Every quarter, a clear summary per client: performance, allocation, points to discuss.
€3 per monthOn the 5th of the first month of each quarter
- Automation
Monthly food cost
Supplier invoices and sales combined: food cost ratio per dish and drifts spotted.
€3 per monthOn the 3rd of every month at 10 am
- Automation
Monthly payroll inputs
Absences, overtime, bonuses and expenses gathered and checked before payroll.
€3 per monthOn the 22nd of every month at 9 am
- Automation
Time tracking and billing
Time spent on each matter recovered from your calendars and emails, ready to bill.
€3 per monthOn the 28th of every month at 8 am
- Automation
Supplier invoices to pay
Every Monday, the invoices due this week, sorted by due date and amount.
€3 per monthEvery Monday at 8 am
- Automation
Accounting anomaly review
Suspense accounts, duplicates, inconsistent VAT: general ledger anomalies spotted before the review.
€19 per monthFor every file to review
- Automation
Member dues
Dues requests sent, payments tracked, courteous reminders and an up-to-date member list.
€3 per monthEvery Monday at 10 am
- Automation
Time spent per client
Every week, time spent compared with the retainer sold: overruns flagged before invoicing.
€3 per monthEvery Monday at 9 am
- Automation
Recurring invoices
Your monthly invoices generated and sent on the 1st, without fail.
€3 per monthOn the 1st of each month at 8 am
- Automation
Missing document reminders
Documents you're waiting for from clients, followed up politely until they arrive.
€9 per monthWeekdays at 10 am
- Automation
Client emails, filed
Every client email and its attachments filed in the client's folder, without a second thought.
€49 per monthEvery 2 hours on weekdays
- Automation
Subscriptions and licenses, tracked
All your software subscriptions listed, with duplicates and renewals flagged.
€3 per monthEvery Monday at 9 am
- Automation
Agricultural commodity prices
Wheat, corn, rapeseed, milk: the week's prices and trends, before you sell or buy.
€4 per monthEvery Monday at 7 am
- Automation
VAT return preparation
Before each deadline, output and input VAT calculated and backed up.
€3 per monthOn the 12th of each month at 9 am
- Automation
Firm newsletter
Every month, the tax and payroll news your clients need, written simply under your name.
€3 per monthOn the 25th of every month at 9 am
- Project
Accounting firm website
Services, indicative fees, tools, tax news and appointment booking.
No connector€49 per monthChanges on demand
- Automation
Commercial lease tracking
ILC or ILAT indexation, three-year break dates, notices and renewals: never a missed date.
€3 per monthOn the 1st of every month at 9 am
- Automation
Donation tax receipts
Every donation thanked and its tax receipt issued and sent, with an annual summary.
€9 per monthEvery day at 6 pm
- Automation
Inventory discrepancies
Book stock and physical count compared: gaps explained, shrinkage valued, fixes suggested.
€3 per monthAfter every count
- Automation
Site energy consumption
Every month, each site's consumption compared with last year, drifts explained.
€3 per monthOn the 10th of every month at 9 am
- Automation
Payment reconciliation
Every week, Stripe payments matched to your invoices, with discrepancies flagged.
€3 per monthEvery Friday at 4 pm
- Automation
Cloud cost report
Every month: what your hosting costs, what's going up and what you can cut.
€3 per monthOn the 2nd of every month at 9 am
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