Practice management

Bookkeeping & Invoicing

Smart solutions that make a difference!

Send e-invoices

Sending e-invoices is the easiest way to manage your sales invoices, both for you and your customer. The customer receives the invoice directly in their accounting or to Kivra (if the customer is a private individual). No printing, postage or mailing is needed, and the invoice is not at risk of being lost.

Recurring invoices

If your customer invoices the same type of goods or services at regular intervals, they can create a template for a recurring invoice. Perfect for invoicing rents or cleaning services! Recurring invoices can be sent automatically at the selected interval, and the invoice date and period will be moved forward to the next invoice date once the last invoice has been sent.

Receive e-invoices

Receive all invoices as e-invoices or pdf and save time and reduce errors! When you invite your customer to collaborate on accounting, you can control who becomes the invoice recipient. The invoice information is automatically interpreted when the invoice is received. If there are already registered invoices from the supplier, the same accounts are suggested. The accounting templates available from the supplier are used in the first instance. If you work with approvals at the agency, the invoice is automatically sent to the customer for approval.

With active bank integration, invoices are automatically transferred to the bank. The customer logs into the internet bank and complete the payment. For SEB and Nordea, it is possible to approve the payment directly, without leaving the page.

No more physical receipts

With Spiris Scanner, the customer can photograph their physical receipts. The data is automatically interpreted and sent to the accounting. With this approach, you or your colleagues can work with the customer's accounts in real time. And paper receipts are a thing of the past!

Smart bank integration

When the customer has a bank integration, their bank transactions are automatically transferred to the accounting. Both you and the customer save time and minimise the risk of double registration or missing a transaction.

In order for an invoice to be registered as paid it must be matched against a payment or a credit note. The bank transactions that can reliably reconcile against customer and supplier invoices are posted directly. The program uses the OCR number, paid amount and due date to match invoices with payments. If both the OCR number and the amount match the invoice details, the transaction is automatically posted. If something is not right, a match is suggested and you can confirm or change it.

For all major banks (SEB, Nordea, Handelsbanken, Danske Bank, Swedbank, Sparbanken), it's also possible to send purchase invoices for payment directly from the accounting. The most efficient integration is with SEB and Nordea. Here, the payments can be approved by the customer without needing to log into the internet bank.

Automatic posting of accruals and depreciation

Avoid manual posting of accruals and depreciation by activating the features for automatic accounting. This can be done under Settings - Company settings - Accounting data.

The Spiris app

Your customers use the app, of course! Especially when they do their own invoicing. In the app, the customer has access to all their customers and sales invoices. They can approve supplier invoices, view their suppliers, make notes, receive reminders, send supporting documents to the accounting and follow important events in their company.

Convenient template companies

By checking the Copy settings box under Settings - Company settings, tab Basic information, you as an accounting consultant can save the settings from one company as a template and then use it for other companies. You specify the template when you go through the Startup guide for the new customer. This function saves you time in the startup process with new customers.

The following settings are copied: