Candis

Candis

5.0 out of 5 stars
InvoPlanner

InvoPlanner

Digital-e UG (haftungsbeschränkt)
Candis InvoPlanner

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Candis:

About

Candis is AI-assisted accounts payable software developed in Germany for midsize businesses. • Learning system: AI uses previous invoices to suggest GL accounts, cost centers and tax codes for review and adjustment before export. • Accounting connections: Transfer invoice data via integrations or file exports to DATEV, SAP Business One, Microsoft Business Central, Sage 100 and other accounting systems. • Approval workflows: Configure complex approvals with multiple stages, amount thresholds, assigned responsibilities and substitute approvers, keeping invoices and approvals separate for each legal entity. • Invoice checks: Automatically extract supplier invoice data, check defined mandatory fields under German VAT rules and flag discrepancies in supported XRechnung and ZUGFeRD e-invoices. • Traceable records: GoBD-certified software stores invoices for ten years on servers in Germany, logs changes and processing steps and provides full-text search and filters.
InvoPlanner:

About

InvoPlanner helps freelancers, self-employed professionals and small agencies create quotes and invoices in the browser. It includes customer and product records, orders, delivery notes, advance and partial invoices, final invoices, payment tracking and reminders. Users record incoming payments manually and see outstanding balances. Invoices can be exported as PDF, ZUGFeRD and XRechnung. The interface and invoice documents support German and English. The permanent free Starter plan includes five invoices per month, four customers and one user. No credit card is required. Paid plans start at EUR 4 per month and increase usage limits. Recurring invoices, scheduled email delivery, reporting and additional users depend on the plan.
Candis:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported
InvoPlanner:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Candis:

Audience

Finance teams
InvoPlanner:

Audience

Freelancers, self-employed professionals, small agencies and service businesses that need to create quotes and invoices.
Candis:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
InvoPlanner:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Candis:

API

Offers API Supported
InvoPlanner:

API

Offers API Not Supported
Candis:

Screenshots and Videos

InvoPlanner:

Screenshots and Videos

Candis:

Pricing

€389
Free Version Not Supported
Free Trial Supported
InvoPlanner:

Pricing

Free; paid from EUR 4/month
Starter is permanently free for five invoices per month, four customers and one user. Paid plans cost EUR 4, EUR 12 or EUR 29 per month. Limits and features vary by plan. Recurring invoices, scheduled email delivery, reporting and team access depend on the plan.
Free Version Supported
Free Trial Not Supported
Candis:

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
InvoPlanner:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Candis:

Pros & Cons from Real Users

Pros

  • I’ve saved more using this than any other piece of software that we use. Crunching number is a breeze.
  • Great software for the cost. This has really streamlined business process and made my life a lot easier.

Cons

  • Customer service sometimes take three rings instead of two to answer but other than that fabulous.
  • No cons that I have found just yet, all positives on my end.
Candis:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
InvoPlanner:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Candis:

Company Information

Candis
Founded: 2015
Germany
www.candis.io
InvoPlanner:

Company Information

Digital-e UG (haftungsbeschränkt)
Founded: 2021
Tornesch, Germany
invoplanner.de
Candis:

Alternatives

Digital Purchase Order (DPO)

Digital Purchase Order (DPO)

LeBog Software GmbH
InvoPlanner:

Alternatives

Saldy

Saldy

Dienstleistungen24
Candis:
InvoPlanner:
E‑Rechnungs-Studio

E‑Rechnungs-Studio

Casserus UG (haftungsbeschränkt)
Candis:
E‑Rechnungs-Studio

E‑Rechnungs-Studio

Casserus UG (haftungsbeschränkt)
InvoPlanner:
Candis:
Saldy

Saldy

Dienstleistungen24
InvoPlanner:
Candis:
MertAGI

MertAGI

MertAGI, Inc.
InvoPlanner:
Candis:

Categories

Accounting Supported
InvoPlanner:

Categories

Candis:

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Not Supported
Billing & Invoicing Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Not Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Not Supported
InvoPlanner:

Billing and Invoicing Features

Billing Portal Not Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Not Supported
Online Invoicing Supported
Online Payments Not Supported
Payment Processing Not Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Supported
Candis:

Integrations

Agenda Supported
DATEV Supported
Microsoft Dynamics 365 Business Central Supported
SAP Business One Supported
Sage 100 Supported
InvoPlanner:

Integrations

Agenda Not Supported
DATEV Not Supported
Microsoft Dynamics 365 Business Central Not Supported
SAP Business One Not Supported
Sage 100 Not Supported
Candis:
Claim Candis and update features and information
Claim Candis and update features and information
InvoPlanner:
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