Learn FinanceOS in minutes.

12 step-by-step guides to master invoicing, accounting and compliance in France.

Guides
12
Categories
3
Getting started
Getting started · 5 steps

Create your account and company

Goal : Get started on FinanceOS and set up your business in a few minutes.

Getting started
Getting started · 5 steps

Understand the dashboard

Goal : See the state of your business at a glance.

Getting started
Getting started · 5 steps

Add and manage clients

Goal : Build your client list to invoice faster.

Invoicing
Invoicing · 5 steps

Create and send an invoice

Goal : Issue a compliant invoice and send it to your client.

Invoicing
Invoicing · 5 steps

Create a quote and convert it to an invoice

Goal : Send a quote, then turn it into an invoice once accepted.

Invoicing
Invoicing · 5 steps

Record a payment

Goal : Mark an invoice as paid (fully or partially).

Accounting
Accounting · 5 steps

Scan an expense (OCR)

Goal : Record an expense from a receipt photo, with no manual typing.

Accounting
Accounting · 5 steps

Track and report your VAT

Goal : Know your VAT position and prepare your return.

Accounting
Accounting · 5 steps

Keep your books and export the FEC

Goal : Check your ledgers and generate the FEC for your accountant.

Accounting
Accounting · 5 steps

Prepare the year-end file for your accountant

Goal : Gather everything your accountant needs in a single export.

Invoicing
Invoicing · 5 steps

Get your client to sign a quote

Goal : Send a quote and collect an electronic signature.

Accounting
Accounting · 5 steps

Import a bank statement

Goal : Import your statements and reconcile bank lines with your invoices.

FinanceOS — Facturation simple pour PME