A short tour of the sidebar. Names match the German UI.
The home screen. Open and overdue receivables, issued revenue, net result, open leads, conversion, expenses, active contracts, and open drafts. Below that: a 12-month revenue chart, pipeline bars by stage, and contracts whose term ends in the next 60 days.
KPI cards jump into the right list with a Zurück zu … trail so you can return without hunting.
The copilot. Same tools the UI uses — not a separate API. Typical asks:
- “Qualifiziere die neuen Leads und schlage nächste Schritte vor”
- “Erstelle ein Angebot für Müller GmbH: Website Business + Hosting”
- “Lies https://example.de und leg einen Lead an”
Outgoing mail always needs your approval. Details: AI.md.
Pipeline as Board or Tabelle. Stages run from Neu through Gewonnen / Verloren. Each lead can carry website state (tech stack, mobile-friendly, staleness signal, score) — useful when you sell websites to local businesses.
Ways leads arrive:
- + Lead in the toolbar
- Import xlsx (see templates/)
- Chat (“look at this URL…”)
Dedupe is by domain, so re-importing the same sheet does not flood the board.
Central client registry. Open a customer for KPIs and linked Belege, Verträge, and Serien. Creating a Rechnung or Vertrag from here prefills the recipient block and keeps the link.
Angebote and Rechnungen in one list. Build from:
- empty draft (+ Angebot / + Rechnung)
- Leistungskatalog positions
- a sentence via KI-Rechnung aus Text (when AI is online)
- conversion from a won lead / customer
When you Festschreiben a Rechnung you get a ZUGFeRD / Factur-X PDF/A-3, a number from the gapless series, and a document that can no longer change content (GoBD). Corrections go through Stornorechnung — a linked draft with negated positions; the original flips to storniert only when the Storno is finalised.
Record payments (partial supported). Upload the signed/final PDF onto the record if you keep paper copies elsewhere.
Assistants (copilot, MCP, suite agents) may draft and correct invoices, but not issue or send them. When one wants to, its request appears as a Freigabe at the top of Übersicht — recipient, every position, the total, and what the yes would cause. You approve or reject; approving is what actually lets the machine festschreiben, once, for exactly that content.
Serienrechnungen (recurring) have no sidebar tab of their own — open them from the related Vertrag or Kunde. Each period produces a draft for you to review. Nothing is auto-sent.
Contracts with parties, scope, remuneration, term, and notice. Types include Dienst-, Werk-, Wartungsvertrag, Auftragsbestätigung, Rahmenvertrag, AVV, and more. On finalise:
- gapless Vertragsnummer
- AGB snapshot frozen into that contract
- multi-page PDF with signature block
You can e-mail for signature and later upload the countersigned copy.
Already have a signed PDF from elsewhere? Use PDF ablegen — file it, optional Kunde / Wert / Laufzeit, mark aktiv. No contract number is consumed; Fristende still feeds the Übersicht reminder.
The cost side: Belege (vendor, category, date, gross → net + Vorsteuer) and laufende Abos (your SaaS/hosting costs) with renewal hints. Categories map to SKR03. Export journal + DATEV CSV for the Steuerberater.
Firma (admin): business profile used on PDFs and in the Impressum footer of outreach.
Einstellungen (admin): numbering schemes, AGB text, Leistungskatalog, users (admin / member), AI + SMTP connections, Steuerberater exports, backup download, DSGVO tools (export / erasure / consent / Art. 30 record).
A fresh install seeds a web-agency catalog — Website Starter/Business/Premium, Relaunch, Hosting & Pflege, SEO, Google Business Profil, and so on. Edit prices under the catalog UI; invoice lines copy values at insert time so later catalog edits never rewrite history.