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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 MilkBook?

MILKBOOK® revolutionizes the way self-employed professionals and small to medium-sized businesses manage their addresses, projects, invoicing, and offers. Users can effortlessly manage value-added tax with just one click, and the platform ensures data security through regular backups. As a fully cloud-based solution, MILKBOOK® eliminates the need for installations or user manuals, making it user-friendly for both individuals and teams alike. For a monthly subscription of CHF 29.00, users can take advantage of this comprehensive software, which also includes a 30-day free trial to try out all features risk-free. Regardless of how many users are registered, every aspect of MILKBOOK® is available, such as the cockpit, contact management, creating offers, confirming orders, overseeing projects, invoicing, setting reminders, managing master data, exporting, and handling VAT. Strong endorsements from the Business Application Marketplace of Swisscom AG further validate MILKBOOK®'s effectiveness. Experience the benefits of MILKBOOK® and see how it can transform your business operations and boost your productivity starting today!

Media

Media

Integrations Supported

DATEV
PayPal

Integrations Supported

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

$20.68 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Dienstleistungen24

Company Location

Germany

Company Website

saldy.de

Company Facts

Organization Name

MilkBook

Company Location

Switzerland

Company Website

milkbook.ch/sites/en/index.html

Categories and Features

Accounting

Not specified

Billing and Invoicing

Not specified

Categories and Features

Billing and Invoicing

Not specified

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