Evoliz: Quick creation of professional quotes and invoices

Evoliz, an intuitive business management tool

Create professional quotes and invoices in just a few clicks. It's simple and intuitive navigation revolutionizes commercial management. SaaS software adapted to your business (Self Employed, Artisan, Association, Franchise, Liberal Profession, Independent, Small Business, Mid-Sized Business...).

The Key Functions of Evoliz:

  • Sales: create your accounting documents, invoices, quotations, delivery notes
  • Reminders: invoices in arrears, reminders, collections
  • Customers: Import current customers
  • Catalog: services and products, inventory management, price management
  • Expenses: purchases and expense reports, supplier management
  • Reports: cash flow and revenue monitoring, current invoices and invoices in arrears
  • Bank details: Import your bank statement
  • Accounting: Bookeeping, payroll and logs (Sales, Purchases, Bank, Cash)

This application in SaaS mode allows to manage your billing on mac or on any type of operating system.

Save time with the dashboard

Get an overview of your business in real time as soon as you log in. Quickly visualize the tracking of your turnover and your inputs / outputs. And also connect to your bank account to manage your cash in real time.

Identify late payment invoices, pending estimates and recent activity on Evoliz by you or your employees. Save time by clicking directly on documents that require your attention.

Evoliz combines the notions of CRM, Billing and Accounting in a simple and effective commercial management software!

Editor: Triiptic S.A.S

Strengths of Evoliz

  • Certifications: NF Logiciel, Anti-fraude

Evoliz demo and screenshots

Never be lost Save time with the dashboard Online Billing Software Automation notes of fees and expenses Quick entry of an invoice or a quote Generation of accounting entries for accounting billing tool with single CRM Module Evoliz-screenshot-0 Evoliz-screenshot-2 Evoliz-screenshot-3

Evoliz customers

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Evoliz pricing and features

Plans & Pricing

Professions libérales
Smoothie banane
Banana Split
Banana Combo
12 /month
14 /month
30 /month
40 /month

EI, SNC, SDF, Indépendants, BNC (déclaration 2035)

Facturez dans la légalité !

Pilotez pour de vrai !

Prévoyez le futur !

Features

Accounting
Accounting Balance
Accounting Data Export
Bank Statement Import
Cost Accounting Cost control
Financial Accounting
General Ledger
Management of Bank Statements
Secure access for your Certified Public Accountant
Bank Synchronization
Consolidation and Reconciliation
VAT Report / Declaration
Budget
Cash Flow Forecasting
Analytics
Dashboards
Interactive Dashboard
KPI
Reports
Forecasting
Application Settings
Dashboard
Data Import & Export (CSV, XLS)
Management of Rights
User Management
Multiple Currencies Management Ability to manage multiple currencies
Billing & Invoicing
Asset Management
Automatic VAT Management
Credit Card Payments and Direct Debits
Custom Invoices
Discount Management
Invoice ID Management
Multiple VAT Rates
Quote to Invoice Conversion
Reverse Charging VAT
Sending Invoices by Email
Subscription Management
Billing Approvals/Validation
Multi-currency Management Multiple currencies (euro, dollar, pound, etc.)
Product Bundling
Delivery Note
Late Payment Reminder
Purchase Order
Recurrent Billing
Document Management
Document Electronic Signature
Document Posting
Email document as an attachment
Import
Procurement
Expense Categorization
Purchasing
Goods / Items Management
Inventory Management
Purchasing Follow-up
Supplier Invoice Management
Suppliers Management
Supplier Order Management
Sales Force Automation
Events History and Follow-Up Account Activity & History
Custom Quote
Customer Portfolio Groups of customers
Sales Process and Pipeline Customer life cycle management
Automated Reminders Notification in order to call back a prospect or a customer
Quote Proposal Avoidance
Stocks
Input/Output Management Input and output
Product Reference

Services

Security & Confidentiality
Daily Backups
Secure Sockets Layer (SSL)
Support
Help Desk (Phone, Email, Ticket, Chat)
Knowledge Base (tutorials, demos)

Data hosted in the following countries: France