One AI-assisted finance workspace

Every essential workflow. One structured workspace.

Explore how Docelix connects sales, the planned cash register, purchases, inventory, accounting, tax, and automation.

Quotes & invoices: people at work01
Documents & salesAvailable

From reusable data to a delivery-ready invoice.

Keep clients and services in one place, create quotes and invoices, and deliver documents through a connected company email.

  • Client and item records
  • Quotes and invoices
  • PDF export
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E-invoicing: people at work02
E-invoicingBeta

The right invoice format for the right recipient.

Create PDF invoices and supported electronic formats. Docelix clearly separates ZUGFeRD, standard UBL, and B2G PEPPOL UBL by purpose and configuration.

  • PDF invoice
  • ZUGFeRD PDF and XML
  • Standard UBL XML
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Incoming invoices: people at work03
Incoming invoicesBeta

Every bill enters the right workflow with control.

Forward invoices to company email or bulk-upload more than 100 PDF and image files. OCR assists capture while the source, extracted data, approval, and ledger assignment remain reviewable. Mobile photo capture is announced.

  • Email import with OCR
  • Bulk upload of more than 100 PDFs or images
  • Review, approval, and ledger assignment
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Payments & reminders: people at work04
Payment managementAvailable

Open invoices do not become silent tasks.

Track invoice status and due dates, focus on overdue items, and send controlled payment reminders.

  • Paid, open, and overdue status
  • Due-date overview
  • Payment reminders
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Austrian cash register: people at work05
Cash register & RKSVComing soon

The Austrian cash register is coming to Docelix.

A dedicated cash-register workspace is planned for Austrian businesses. It is intended to connect checkout, fiscally signed receipts, and cash sessions with Docelix finance workflows. An integration with fiskaly SIGN AT is planned for RKSV signing.

  • Point of sale
  • Transactions and receipts
  • Cash sessions and closing
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Banking & accounting: people at work06
Banking & accountingBeta

Bank movements and entries in one accountable workflow.

Import supported bank data, reconcile transactions, and work with a structured ledger for double-entry bookkeeping.

  • Bank statement import
  • Transaction reconciliation
  • Chart of accounts and journals
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Finance overview: people at work07
Finance overviewBeta

Financial information shaped for clearer decisions.

Bring open items, payment status, cash flow, profit and loss, and balance sheet information into one structured workspace.

  • Receivables and payables
  • Cash-flow visibility
  • Profit and loss view
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Tax preparation: people at work08
Tax workspaceBeta

Tax-related information prepared, reviewed, and ready for handoff.

Work with VAT periods, review issues, and corporate-tax preparation in collaboration with your tax adviser.

  • VAT-return preparation
  • Annual VAT overview
  • Corporate-tax preparation
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Assets & vehicles: people at work09
Assets & vehiclesAvailable

Business assets, organised with context.

Structure fixed assets, depreciation information, inventory, and vehicle records in one connected system.

  • Fixed asset register
  • Depreciation planning
  • Inventory management
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Teams, approvals & email: people at work10
Automation & controlBeta

Work together without giving up control.

Invite employees and advisers, assign permissions, control approvals for incoming and outgoing invoices, and connect supported email providers.

  • Roles and permissions
  • Incoming and outgoing approvals
  • Gmail, Outlook, and custom email
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Android & iOS: people at work11
Mobile appsComing soon

Docelix for Android and iOS is announced.

Mobile applications are planned for confirmed core workflows. Exact scope and release dates will be documented after product approval.

  • Android application planned
  • iOS application planned
  • Scope confirmed before launch
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Ready for calmer finance operations?

See Docelix through your own workflows.

In a personal demo, we focus on the workspaces that matter to your business.