From initial setup to a dependable workflow.

Start by setting the right foundation.

Define company details, document settings, and responsibilities. Then review who should have access to each workspace.

Use synthetic test data to confirm the workflow before processing real financial information.

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.

• Choose a client
• Add line items
• Review layout and PDF
• Approve and send

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.

• Confirm recipient and format
• Complete required data
• Generate the file
• Validate and hand off with control

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.

• Forward by email, upload files, or take a mobile photo
• Apply OCR to PDFs and images
• Compare source and extracted data
• Approve and assign an account

Open invoices do not become silent tasks.

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

• Monitor due dates
• Review overdue items
• Prepare reminder
• Record delivery

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.

• Set up the business and register service
• Record a sale and payment method at checkout
• Sign and issue the receipt with fiskaly SIGN AT
• Close the cash session and review sales

Bank movements and entries in one accountable workflow.

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

• Import bank data
• Review transactions
• Assign documents and accounts
• Reconcile entries

Financial information shaped for clearer decisions.

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

• Bring data together
• Review open items
• Choose a period
• Assess reports professionally

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.

• Open a period
• Resolve reconciliation and review items
• Check values professionally
• Prepare adviser handoff

Business assets, organised with context.

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

• Add the asset
• Complete details
• Track changes
• Review reporting

Work together without giving up control.

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

• Invite a person
• Choose role and approval rights
• Review access
• Enable email connection

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.

• Confirm mobile requirements
• Test core workflows
• Complete store approval
• Announce availability