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Kanbert für die Agentur- und Beratungswelt.

Outgoing invoices can be planned right at the time of commissioning and booked promptly on the due date. This ensures that no billing is overlooked while keeping a clear overview of your revenue forecasts.

Create offers easily & collaboratively

Create professional offers easily. With templates, effort types, and rates, you have everything you need at your fingertips.

When collaborating with your team, you can work on the same document in real-time and instantly see what others are working on. This makes offer creation simple and efficient.

Incoming invoices centralized in one place

You can easily manage incoming invoices and credit notes in Kanbert. Allocate costs to your chart of accounts, customers, and projects – keeping a clear overview of your project and company finances.

Kanbert also supports year-end accruals and provides your tax advisor with well-structured and consolidated data.

Zeiterfassung

chart of accounts easily

In Kanbert, you can plan costs of your accounting accounts. This allows you to see what was originally planned and where things currently are.

By connecting all financial aspects, Kanbert is helping you maintain a clear overview of your financial year at all times.

Mehr Fokus auf Ideen statt Administration

Kanbert reduziert den administrativen Aufwand, bündelt Kommunikation und automatisiert Auswertungen. Das schafft Raum für das, was wirklich zählt: Kreative Ideen, zufriedene Kunden und erfolgreiche Projekte.

Zeitaufwände verrechnen

See it for yourself
‍and try it today.

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"Mit Kanbert habe ich die Finanzen aller Projekte jederzeit im Blick. Keine bösen Überraschungen mehr"

Christopher Röder
CEO Achtzehn Grad GmbH
Werbeagentur mit 30 Mitarbeiter*innen

Alle Tools für die Agentur- & Beratungswelt
in einer Software.

Projektmanagement

Salepoint on first service

Buchhaltung & Rechnungswesen

Salepoint on first service

Analyse & Reporting

Salepoint on first service

Zeiten & Menschen

Salepoint on first service

Akquise & Sales

Salepoint on first service

Projekte, Finanzen und Ressourcen endlich im Zusammenhang sehen

Aufgaben verwalten

Ressourcen planen (wer arbeitet wann und woran)

Projektphasen und Meilensteine steuern

Projektfortschritt in Echtzeit verfolgen

Projektzeiten erfassen und Leistungsnachweise erstellen

Projektfinanzen jederzeit im Blick behalten

Kostenfrei testen

Rechnungen in Sekunden, nicht in Tagen

Angebote erstellen und bearbeiten

Rechnungen stellen (inkl. Akontorechnungen und Gutschriften)

Offene Posten überwachen

Eingangsrechnungen zu Projekten buchen

Fremdkosten und Bankkonten verwalten

Buchhaltung mit Projekten, Analyse und Personalkosten verknüpfen


‍Daten an FiBu-Software (z.B. DATEV/BMD) übergeben

Kostenfrei testen

Live-Analysen statt Wochenend-Controlling

Unternehmenskennzahlen auswerten (z.B. EBITDA, Plan/Ist)

Projekte, Umsätze und Kosten analysieren

Detaillierte Reports zu Aufgaben, Zeiten und Kosten erstellen

Team- und Projekt-Performance transparent machen

Zugriffsrechte individuell steuern

Kostenfrei testen

Bessere Zusammenarbeit im Team

Arbeitszeiten und Projektzeiten erfassen

Abwesenheiten dokumentieren

Ressourcen und Auslastung planen

Personalkosten kalkulieren und Personalbedarf erkennen

HR in die Projektplanung integrieren

Team-Performance auswerten und Mitarbeitergespräche vorbereiten

Kostenfrei testen

Angebote, Projekte und Sales nahtlos verbinden

Kunden und Kontakte verwalten

Angebote mit Projekten verbinden

Angebotsfreigaben und Rechnungspläne steuern

Vertriebspipeline und Auftragschancen im Blick behalten

Ressourcen- und Personalplanung mit Akquise verknüpfen

Verkaufsprozesse mit Finanzdaten vernetzen

Kostenfrei testen

Häufige Fragen zu Kanbert:

What is Kanbert?

Kanbert is a tool for companies working with multiple people on projects. In terms of content, Kanbert covers accounting, project management, time tracking, parts of CRM, and controlling.

What makes Kanbert different from other all-in-one tools?

What frustrated us with other all-in-one tools was that many areas simply weren’t properly integrated. Even if you get multiple domains covered, the processes don’t seamlessly flow together. Often, these tools weren’t thought through deeply enough and therefore fail in practice.

Additionally, many all-in-one tools such as Odoo, Dynamics365, or similar products only really work after heavy integration and configuration — which costs not only a lot of money, but also time and nerves. With Kanbert, that’s not necessary. You can simply get started right away, with plenty of guidance out of the box.

How long does it take to implement Kanbert?

Unlike other tools, Kanbert can be introduced from hour zero. We recommend starting as quickly as possible with sub-areas such as working hours and project times, so that everyone gets a feel for the software. And it’s so simple that no training is required.

After that, topics such as quotes, invoices, or advanced accounting can be rolled out. This way, a company can start with the basics and then gradually go deeper and optimize continuously.

How much does Kanbert cost?

Kanbert’s pricing model is designed to fit the user role according to their tasks. Not everyone needs every function. For example, a user who only records working hours and project times needs only the cheapest license at €11.60 (net) per user per month with annual billing. For full functionality, the price is €62.90 (net) per user per month with annual billing.

We see that users have Kanbert open all day, every day, and actively use it. It has become an essential tool for businesses, delivering significant value. That’s why we’re convinced the cost per user per month (e.g., €35.90 net per user per month for a Project Team role with annual billing) is absolutely worth it.

Additionally, most functional upgrades and updates are included in the price — after all, we’re continuously improving the software. There are no hidden costs or integration expenses.

What purpose does the free version of Kanbert serve?

The free version of Kanbert includes all features, but for example, you cannot issue more than 5 invoices or quotes. It’s designed so that companies can test Kanbert for free, without providing credit card details.

Once a company decides to use Kanbert, it can easily switch to the paid model, starting with at least one Expert License (with full functionality). If needed, teams can add cheaper licenses for team members who don’t require all features.

Which systems does Kanbert replace?

Industry solutions, agency solutions such as Troi or Proad. Smaller individual applications for accountants, such as sevDesk, but also datev or BMD for team members who are not financial professionals. Clockodo or other time recording systems. In addition, JIRA, Awork, Clickup, monday.com or other project management tools. We also replace many custom exports and merges in Airtable, Excel, or other systems.

Who is Kanbert designed for?

Kanbert is built for companies where multiple people collaborate on projects and want a holistic view of their business. From controlling down to individual bookings, all key information is easily accessible — without endless requests or manual preparation.

It’s also aimed at companies where efficiency, effectiveness, performance, and transparency are important. Larger companies can use Kanbert to get a perfect snapshot of their current status. Thanks to integrations and technical foundations, Kanbert can be deployed in large organizations and provide a real-time overview of projects and employees within weeks.

Is Kanbert GDPR-compliant?

We prioritize security and data protection. Kanbert is hosted in a private, ISO27001-certified cloud across multiple data centers in Europe. We have integrated several security and data protection concepts.

Currently, a TÜV certification is in progress, and ISO27001 certification for Kanbert is also being pursued. Data security is an ongoing priority and will remain so. Certifications received will be announced on our website as soon as we obtain them.

Ist Kanbert nur für Agenturen geeignet?

Nein. Kanbert ist eine All-in-One Software für Agenturen, Beratungsunternehmen, PR-Teams und kreative Dienstleister.

Immer dann, wenn Projekte, Ressourcen und Finanzen in Echtzeit gesteuert werden müssen, zeigt Kanbert seine volle Stärke.

How does payment work?

Kanbert is billed via the leading SaaS payment provider, Stripe.
- Up to €2,500: Credit card or PayPal
- From €2,500 to €10,000: SEPA direct debit
- From €10,000: Invoice and manual bank transfer

We follow a fair, prorated payment model. The billing cycle (monthly or annual) starts on the day of the order. For upgrades and downgrades, licenses are prorated or credited. We don’t issue refunds, but credit is applied to the next invoice.

Ideal for agencies & service providers,
and anyone who works on a project basis.

"With Kanbert, I can make decisions far more quickly and with greater agility. I always have the big picture in sight and can dive into the details with just a few clicks."

Maggie Kawka
CEO WH Digital Services GmbH
IT service provider with 100 employees

"Kanbert gives Syn IT the transparency we need to deliver exceptional service to our clients every day. It became an integral part of our processes within days — as if it had always been there. This is digital transformation, lived and delivered."

Markus Diepold
Managing Director Syn IT Services
Prozess-Consulting & Implementierung

"Kanbert saves us time and spares us the stress in accounting and project management. Its simple, intuitive design supports our team seamlessly in their day-to-day work."

Katharina Wagner
COO DMS
Digitalisierungs- und Full-Service Agentur

"Kanbert gives us a complete view of our finances and integrates seamlessly with project and team management — making extra tools a thing of the past."

Brigitte Maier
CEO petrichor
Brand experts

"With Kanbert, I always have a clear view of the finances for every project — no more unpleasant surprises."

Christopher Röder
CEO Achtzehn Grad GmbH
Advertising agency with 30 employees

"Kanbert’s time tracking saves time, eliminates errors, and makes controlling and invoicing significantly easier."

Peter Eliades
CEO devsk s.r.o
Development company
Interested?
try Kanbert for yourself.
Try it now for free