Use Case: Accountants

Accountant Mode

Manage invoicing for all your clients from a single account. Switch between businesses instantly, maintain compliance for each.

Space Invoices
Sarah, CPA
BC
Baker's Corner Cafe
THIS MONTH
€8,420
12 invoices issued
OUTSTANDING
€2,150
3 pending payment

ALL CLIENTS OVERVIEW

SD
Summit Digital Agency
24 invoices · €42,800
COMPLIANT
GV
Green Valley Farms
8 invoices · €12,400
REVIEW
MP
Metro Plumbing Services
31 invoices · €28,900
COMPLIANT
Workflow

One account, all your clients

01

Add your clients

Create an entity for each client business. Set their company details, tax numbers, country, and default invoice settings. Each client gets complete data isolation.

02

Switch between clients instantly

No logging in and out. Switch between client entities with a single click. Each client has their own invoices, customers, items, and settings.

03

Invoice and report

Create invoices, track payments, and export data for each client. At tax time, export everything to Excel or CSV. Compliance is handled automatically.

Features

Built for accounting practices

Instant Client Switching

Switch between client entities with a single click. No separate logins, no separate accounts. Manage dozens of businesses from one dashboard.

Unified Reporting

View all clients at a glance with aggregate statistics. See outstanding amounts, invoice counts, and compliance status across your entire portfolio.

Data Export

Export invoices to Excel and CSV for each client. Bulk PDF generation for printing. Date range filtering for monthly, quarterly, or annual reports.

Automatic Compliance

Each client entity inherits compliance modules based on their country. Fiscalization, VAT validation, and e-invoicing formats are applied automatically.

Recurring Invoices

Set up recurring invoices for clients with retainer agreements. Monthly, quarterly, or custom schedules. Auto-generate and optionally auto-send.

Client Onboarding

Onboard new clients in minutes. Set up their entity, import their customer database, configure tax rates, and start invoicing the same day.

Pricing

Scales with your practice

Pay a flat platform fee plus $2/month per client entity. Your first client is free. No per-user fees, no per-invoice limits (50 included per entity, $0.01 per additional).

No per-user charges — add team members freely
First client entity included in platform fee
50 documents per entity per month included
Compliance modules included at no extra charge
Example Pricing
5 clients
Small practice
€57/mo
20 clients
Growing practice
€87/mo
50 clients
Established practice
€147/mo
100+ clients
Large practice
Custom

Based on €49 platform + $2/entity/mo, first entity free

Ready to build compliant invoicing?

Get started in minutes. First entity free. No credit card required.