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What is Saldy?

Saldy is a digital accounting and invoicing platform tailored for freelancers, independent contractors, and small businesses operating in Germany. This solution simplifies the process of creating quotes and invoices, including structured e-invoices that comply with XRechnung and ZUGFeRD standards, and it features capabilities such as sequential numbering and an audit log. Users are able to track their expenses and receipts, import bank statements via CSV files, access PayPal transactions, monitor their working hours, keep cash records, and manage overdue invoices. Furthermore, Saldy calculates VAT advance returns and cash-basis income statements (EÜR), generating an ELSTER file for VAT submissions, although it does not handle tax returns or replace tax consultancy services. The platform also offers exports in DATEV format, meeting the needs of tax advisors. Users can set up recurring invoices, send payment reminders, generate detailed reports, and share access with small teams of up to three users under the chosen subscription plan. While the free version permits only five invoices per month, the premium options allow for unlimited invoicing along with a range of advanced features designed for those requiring more extensive functionalities. Overall, Saldy is an effective tool that aids in financial management and streamlines the invoicing process for its users, making it a valuable asset for managing business finances efficiently. Additionally, its user-friendly interface and comprehensive features make it an appealing choice for those looking to enhance their accounting practices.

What is Heft?

Heft is an innovative cloud-based application that is in the process of being developed for freelancers, sole proprietors, and small enterprises throughout Germany, aimed at simplifying the collection of receipts. This tool is designed to create read-only links to users' business bank accounts while also scanning emails, supplier websites, and uploaded documents to find receipts that correspond to different transactions. Currently, the early-access version is being tested with functionalities like bank connection, receipt forwarding through Gmail and Revolut Business, receipt extraction, transaction matching, spending inquiries, and subscription tracking, with gradual access being provided to select user groups. Future enhancements are planned, including features for month-end exports to tax consultants, retrieval from supplier portals, comprehensive bookkeeping using EÜR or annual statements, and VAT pre-return submissions via ELSTER. Heft also incorporates features to identify any missing or questionable receipts that must be verified by users, and it is important to note that it does not facilitate any financial transactions. Furthermore, there is a specialized workflow for managing receipts that is being developed specifically for businesses operating in the United States, ensuring that Heft can cater to diverse needs across different markets. With these advancements, Heft aims to become an essential tool for financial organization and management.

Media

Media

No images available

Integrations Supported

DATEV
PayPal

Integrations Supported

Gmail
Revolut

API Availability

Has API

API Availability

Pricing Information

€14.90/month
Free plan: up to five invoices per month. Solo: €14.90/month including VAT, with unlimited invoices. The first paid subscription is eligible for a 14-day free trial. Plans include different user limits; the team plan supports up to three users.
Free Version
Free Trial Offered?

Pricing Information

€49/month
Heft is in development and is not yet available for purchase. Planned launch pricing is €19/month for up to 50 payments or €39/month for up to 150 payments, plus VAT. Prices may change before launch.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Dienstleistungen24

Company Location

Germany

Company Website

saldy.de

Company Facts

Organization Name

Synthropy

Company Location

Netherlands

Company Website

www.namequick.app/de/heft

Categories and Features

Accounting

Not specified

Billing and Invoicing

Not specified

Categories and Features

AI Accounting Agents

Not specified

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