FinanEDI : Invoicing and accounting software for SMBs and freelancers

FinanEDI is a free financial management software in the cloud designed for SMEs and freelancers looking to simplify their accounting and administrative processes.

This tool automates invoicing, bank reconciliation and accounting, facilitating the day-to-day operations of small businesses looking for efficiency and control in their finances. With more than 9,000 companies already relying on the platform.

What are the main features of FinanEDI?

Online Invoicing Program

FinanEDI’ s invoicing platform allows companies to create and manage invoices quickly and easily, with an intuitive interface and customization options to suit the needs of each user.

• Customized invoice creation: Add logos, corporate colors and specific fields to reflect your business identity.
• Payment options: Include various payment methods, withholdings and accounting accounts on your invoices.
• Currencies: Manage your transactions in different currencies, ideal for companies that operate internationally.
• Additional fields: Add discounts and special conditions on each invoice as needed.

Document Digitalization and Automation

FinanEDI facilitates the management of digital documents through its OCR (Optical Character Recognition) technology, eliminating the need for manual data entry.

• Invoice scanning: Converts paper documents to digital format for more efficient management.
• Automatic organization: Classify and organize documents such as quotes, orders and delivery notes effortlessly.
• Elimination of manual processes: Automates data entry and reduces errors associated with manual data entry.

Accounting and Bank Reconciliation

FinanEDI automates business accounting, keeping financial records up to date and facilitating bank reconciliation through direct integration with bank accounts.

• Automation of accounting entries: Create, record and update accounting entries automatically, keeping a detailed control of your financial data.
• Bank reconciliation: Connect your bank account and automatically link each movement with its respective invoice, facilitating the tracking of income and expenses.
• Journal update: Generate and keep your journal updated, improving transparency and accounting control.

Remittance and Payment Management

The management of recurring receipts and payments is easier with FinanEDI. The platform groups remittances and optimizes cash flow management.

• Grouping of remittances: Organize and manage payments and collections centrally to save time and reduce errors.
• Recurring payment automation: Set up remittances to automate collections and payments according to established dates.
• VAT Control: Maintain detailed control of VAT entries and tax data for your transactions.

Advanced Security and Authentication

FinanEDI cares about information security and fraud prevention, implementing protection measures such as double authentication and validation of electronic certificates.

• Electronic certificates: All users must have an electronic certificate of the company, ensuring the authenticity of each data exchange.
• Verification of bank accounts: Prior validation of supplier bank accounts to prevent fraud and fraudulent transactions.
• Fraud protection: FinanEDI performs continuous checks to ensure the integrity and security of financial data.

Customized Document Integration and Management

The platform also allows you to create and manage documents such as quotes, orders and delivery notes, adapting to the specific needs of each business.

• Document customization: Configure documents according to your company’s specifications for a more professional management.
• Unlimited management: Create and store as many documents as you need, without restrictions or additional costs.
• Communication optimization: Improve document management and information exchange between the different areas of the company.