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WORK WITH YOUR ACCOUNTANT

Less back and forth.More understanding.

Organised documents, questions with context and a clear next step. Work more easily with the accountant who already knows your business.

Invoicing and business admin, together.

The question and its contextEverything needed to find an answer

What’s been sent? What’s needed from you?

See prepared documents, missing information and open questions. Sending, receiving and processing are different steps.

Documents for the period
24uploaded
20checked
4need attention
The original for FT 102 is missing

Add the PDF or a photo of this document to complete the pack.

Checked, sent and processed are separate states. All data is fictional.

You get organised.Your accountant keeps their workflow.

Share a document pack by email or work together in the service. You keep your records and your business overview even if they don’t use InvoDirect.

Gather originalsCheck the detailsShare the documentsResolve questions

Get started in three steps.

  1. 1

    Create your account

    Sign up to keep your invoices, payments and documents together.

  2. 2

    Set up your business

    Add your business details, customers, products or services.

  3. 3

    Manage the day to day

    Create invoices, keep track of payments and have your documents ready for your accountant.

CLARITY AT EVERY STEP

Understand the figures.Know your next move.

See the source, period and status behind the information. Have a more useful conversation with your accountant.

Sources close at hand

The document, transaction or calculation behind the amount.

Dates in plain sight

The period and last update help you judge the information.

No hidden gaps

An estimate stays an estimate until it’s confirmed.

InvoDirect

Less paperwork. More room for your business.

Take the next step towards keeping invoices, payments and documents together.

Create account

Invoicing and business admin, together.