Finance workflows that make more time for your business.
For freelancers, growing businesses, and finance teams: from the first quote and payment reminders to collaboration with a tax adviser.
Choose the workflow that saves you the most work today.
↗From quotation to confirmed work
Create a professional quotation, save its layout as a template, send it with a PDF to your customer, and receive their acceptance with a digital signature.
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⌁From assignment to on-time payment
Create quotes and invoices, stay on top of due dates, and send payment reminders without chasing your bookkeeping.
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◉From the first quote to financial visibility
Keep documents, payments, and day-to-day finance work in view without jumping between disconnected tools.
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◎Bring Stripe invoices into a controlled finance workflow
Connect Stripe, synchronise invoices for review, track payment status, and prepare confirmed data for accounting.
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◇Prepare invoices for Austria with structure
Work with Austrian VAT rates, small-business notices, and e-invoice formats. Review the final use case with your tax adviser.
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◌Bring your tax adviser into the right context
Invite your tax adviser with controlled access, share reviewed documents, and keep work visible and traceable.
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◍Controlled workflows for daily finance operations
Standardise the handling of documents, open items, and reports with clear ownership.
Explore solutionSee Docelix through your own workflows.
In a personal demo, we focus on the workspaces that matter to your business.