From an enquiry and proposal to a paid project. Start small and avoid duplicate work.
This is an editorial workflow, not a tested integrated bundle. You do not necessarily need a tool from every block: one product may cover several tasks.
Check the costs ↗Choose one accounting workflow that fits your country, bank and accountant. Test everything from a proposal to a correction.
Moneybird brings quotes, sales invoices, purchase documents and financial reports together. You can have documents analysed, process bank transactions and review a VAT overview before submitting a return.
e-Boekhouden.nl combines online bookkeeping with invoices, quotes and purchase document processing. Its Dutch product page describes bank connections, direct VAT returns and collaboration with a bookkeeper.
Zoho Books combines online accounting with sales and purchasing documents, bank transactions and reporting. It also provides project and inventory capabilities, allowing you to assess whether commercial documents and financial processing can remain in one accounting system.
Use an overview you will actually update every day; extra project features are not always necessary.
Todoist is a task manager for personal projects and teamwork. Tasks can have dates, priorities and subtasks, while lists, boards and filters provide different views of the same work.
Trello organises work using cards on boards so task progress remains visible. A personal Inbox collects new tasks before you place them on a project board.
Decide where final files live and how access is handed over.
Proton Drive provides cloud storage where, according to the provider, files are encrypted on the device before upload. File sharing and online documents and spreadsheets are part of the presented offering.
Bitwarden manages passwords in a vault you can use across devices. Personal and business packages are available, with additional features for shared access and central administration.
