Kanbert not only makes it easier to create invoices and documents, but also facilitates planning. Would you like a better overview of your sales planning? Prepare your invoices for the future and never miss a settlement anymore.
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If you compare your sales planning with your cost plan, you can see your company profit in no time at all. In Kanbert, you can track current developments directly and correct your planning so that you achieve your goals.
Offers
Create finished offers in a short period of time. By using offer- and text templates, but also performance groups and hourly rates you always have everything you need to prepare an offer.
Use the collaborative offer preparation when you create offers together with colleagues. You can edit the same document directly and always see what the other person is working on.
Outgoing Invoices
From service invoices and recurring invoices to down payment, partial payment and final payment plans, as well as simple invoices, all invoicing can be structured and easily implemented.
In addition, outgoing invoices can be planned at the time of commissioning and posted on the respective key date. This means you won't forget any invoices and at the same time have a good sales forecast.
Tax Consultancy
In Kanbert, you can easily send your virtual accounting folders to your tax advisor with just two clicks.Steuerberatung schicken.
No more printed invoices in folders or file storage on the server. Kanbert has everything you need in one place.
Incoming Invoices
You can also easily manage incoming invoices and incoming credit notes in Kanbert. Post costs on your chart of accounts as well as customers and projects — that helps your project and company finances. Kanbert also takes annual accruals into account and provides the data from your tax consultancy in an accountable and structured form.
Chart of Accounts
In Kanbert you can also store cost plans for your bookkeeping accounts. This allows you to track exactly what was originally planned and where you currently stand at account level.
The interaction of all financial aspects results in a preliminary cost calculation for your company. This means you always have an overview of your financial year and know where you currently stand.
Current Billing
With automatic, ongoing expense accounting, it is possible to bill projects quickly and easily. The invoices are created automatically.
You can also keep track of all projects that are billed regularly based on expenditure.
Down Payments and Installments
With this function, it is easy to see which down payments and installments have been planned and posted.
This saves you a lot of effort in controlling and coordinating with tax consultants.
Bank Interface
In Kanbert, you can not only see all accounts, such as a current account, cash register and credit cards, but also every single transaction that is linked to the associated receipts.
With the bank interface, Kanbert simplifies the effort of regular bank reconciliation and can also make this information available to tax consultants.
DATEV Interface
With Kanbert, you have all relevant data in one system. Through the interface, you are seamlessly connected to your tax advisor.
You can also always see where you stand financially and the tax advisor always has all the relevant data. Completely without accounting folders or printed invoices.
In addition, Kanbert already knows the annual limits and current data, so that you are always up-to-date.
