Simple Accounting

Income and expenditure accounting with AI support

Effizo offers simple, clear accounting based on income and expense accounting – ideal for freelancers, self-employed professionals, and startups looking for a digital cash book without sacrificing comfort or control.

Upload receipts – via drag & drop or email

Invoices and receipts can be uploaded easily:

via drag & drop
or directly by email

No manual typing, no chaos – Effizo collects all receipts centrally in one place.

Automatic posting with AI

The uploaded documents are analyzed using artificial intelligence and automatically posted as income or expenses.

Among other things, the system recognizes:

invoice date
issuer
amount
VAT details

This saves time and reduces manual errors.

Journal view: find instead of search

In the journal view, entries can be:

sorted
filtered
and searched

This allows you to find what you need in seconds. The journal view can also be downloaded

as a PDF
or CSV

The associated receipts for individual entries can also be accessed and downloaded at any time.

Detailed entry view: manual entry & corrections

In the detailed view, you can clearly see all relevant information:

income or expense
invoice date & payment date
amount
posting text
category
VAT details

All information can be reviewed and adjusted if needed. Effizo combines automation with maximum transparency.

Financial years & closing

Effizo supports financial years, which can be used optionally – especially helpful for:

tax evaluations
year-end closing

Closed financial years can be locked, preventing any subsequent postings. This ensures order, traceability, and security.

Your benefits at a glance

Simple income and expense accounting (“cash book”)
Upload receipts via drag & drop or email
Automatic AI-powered posting
Manual review and corrections at any time
Powerful journal view with filters and search
PDF and CSV exports
Financial years with closing function

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