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Features

The whole money cycle, from capture to the accountant.

Capture receipts, issue invoices, reconcile payments, track budgets per cost center and hand everything over to the accountant.

42 features across 12 areas

Invoices

An outgoing invoice in Invoisary: the rendered invoice PDF on the left, the form with customer, number and amounts on the right.

Create invoices

Professional invoices and offers with PDF rendering, your logo and automatic numbering.

The receipts list in Invoisary with states such as open, paid and refused, plus personal-expense and credit-card sub-states.

Manage expenses

Capture receipts, categorize expenses and keep the payment status in view.

The invoice type chooser in Invoisary with tiles for incoming invoice, credit card, tax, social security and outgoing invoice.

New invoice

One click in the navigation, then pick the invoice type you need.

The invoice list in Invoisary with a state column, quick-filter chips with counts and a totals row.

Invoice list

Saved quick filters, your own columns and batch processing in one list.

Full-window invoice editing: the receipt PDF on the left, the form with notes on the right.

Edit invoices

Receipt on the left, form on the right, deep-linkable and protected against data loss.

Invoice line entries with cost centers, tax rates and the net, tax and total sums.

Line entries

Every entry with its own tax, cost center and cost object.

Batch upload in Invoisary: several receipts with AI-detected number, date, amount and matched partner.

AI receipt scanning

Upload receipts, let the data fill itself in and save the whole batch at once.

An incoming invoice in Invoisary: the receipt preview on the left, the automatically filled form with partner, amounts and tax on the right.

E-invoicing

Structured e-invoices are read automatically instead of being retyped by hand.

Recurring invoices with frequency, next due date and an active or paused status.

Recurring invoices

Rent, subscriptions and maintenance are generated automatically on schedule.

Sending and email

The sending overview in Invoisary with recipient, subject, message type, planned send date and state.

Send invoices

Invoices, offers and reminders by email, with a preview and delivery tracking.

Verified sending domains in Invoisary with verified and pending status.

Sending domains

Invoices arrive from your domain, not from a stranger's address.

Payments

The payments list in Invoisary with payment account, linked invoice and matched bank account line.

Payments

Record payments, handle partial payments and initiate transfers directly.

Payment accounts in Invoisary: checking account, credit card and cash with holder, bank and IBAN.

Payment accounts

Cash, bank accounts and credit cards maintained in one place.

Banking and reconciliation

Connected bank accounts in Invoisary with balance, available funds and consent expiry.

Bank connectivity*

Connect accounts and import balances and transactions automatically.

Bank account lines in Invoisary with assigned payments, linked invoices and an add-link action.

Bank transactions

Transactions from your bank or from statement files, without double entry.

The matching dialog for a bank account line with an invoice suggested by amount.

Reconciliation

Suggestions by amount, warnings on mismatch, and invoices created from a line.

Expenses and credit cards

The personal expenses view in Invoisary: employees with open invoices and reimbursement amounts.

Personal expenses

Bundle employee-paid receipts and settle them for reimbursement.

Partners

The partner directory in Invoisary with compliance badges for shell companies and sanctioned companies.

Partners

Customers and suppliers in one place, screened automatically for risk.

Partner details in Invoisary with tabs for basic info, invoicing, address and communication.

Partner details

Every master record and default value of a partner at a glance.

Master data and cost accounting

Hierarchical cost centers in Invoisary with groups, codes and keywords for automatic detection.

Cost centers

Hierarchical cost centers with automatic assignment through keywords.

The cost object tree in Invoisary, for example projects with groups and codes.

Cost objects

Projects and jobs as a reporting dimension of their own.

The product catalog in Invoisary as a tree with groups, list prices and units.

Products

Products and services with prices and tax rates.

The tax table in Invoisary with rates per country, tax types and printable notes such as reverse charge.

Taxes

Tax rates per country, including the note printed on the invoice.

The employee list in Invoisary with contact details, IBAN and personal-expense codes.

Team and roles

Fine-grained permissions, from employee records to the visibility of single accounts.

Budgeting

Budget planning in Invoisary: cost center groups with monthly values, limits and colour-coded variances.

Budget and planning

Plan annual budgets and see plan-versus-actual variances early.

The budget grid in Invoisary with annual values per group, the basis for Excel import and export.

Budget import

Excel stays possible, without planning having to end there.

Reporting

The Invoisary dashboard with widgets for income and expenses, open claims, and cost-center and supplier charts.

Dashboard

Widgets you choose, extended with charts of your own.

A report in Invoisary showing income and expenses per partner, broken down by month.

Partner report

Who brings revenue and who drives cost, month by month.

The shared group revenue report in Invoisary with expenses, revenue and result per group.

Group report

Expenses and revenue per group, with the result beside them.

Forecasts in Invoisary: income and cost forecast, profit and loss forecast, and account balance projection.

Forecasts

Income, result and account balance projected into the future.

Accountant exports

The export list in Invoisary with states such as finished and in process, plus a sequential export.

Exports

One package for your accountant, with the list and receipts in the format you need.

An export result in Invoisary with files, invoice and receipt counts, duration and log.

Export result

Produced in the background, documented with a log and downloads.

Workflows and approvals

The workflow list in Invoisary with active and inactive workflows and their triggers.

Workflows

Rules that move invoices along by themselves.

The visual workflow editor in Invoisary: trigger, condition, approval and action nodes connected on a canvas.

Workflow editor

Triggers, conditions, approvals and actions by drag and drop.

The approvals inbox in Invoisary with open and resolved tasks.

Approvals

Approve or reject with a comment, and the workflow carries on.

Platform

Global search in Invoisary with results grouped by entity type and matched terms highlighted.

Global search

One shortcut, one search field, every record.

The Invoisary side navigation with search field, areas and the customize-menu button.

Navigation

A menu per person, with nothing quietly disappearing.

The Invoisary sign-in page with email login and sign-in via Google, Apple and LinkedIn.

Sign-in

Sign in by email or social login, secured with MFA.

Company settings in Invoisary with collapsible sections for features, invoicing, payments, budget, notifications and AI.

Settings

Everything that adapts the system to your company, in one form.

The subscription page in Invoisary with the Free, Pro and Business plans and usage meters for invoices and cost centers.

Subscription

Free, Pro or Business, with visible usage instead of surprises.

The trash view in Invoisary with deleted records including who deleted them, when and why.

Trash

Who deleted what, when and why.

The changelog in Invoisary with releases grouped by version and date and New, Improved and Fixed labels.

Changelog

Read what is new without being interrupted mid-task.

* Available on request.

Invoisary

Invoisary. Invoices, expenses, and budgets in one workflow.