FinanEDI is a free cloud-based financial management software designed for SMEs and freelancers looking to simplify their accounting and administrative processes.

This tool automates invoicing, bank reconciliation and accounting, facilitating the day-to-day running of small businesses looking for efficiency and control in their finances. With more than 9,000 companies already relying on the platform.

What are the main features of FinanEDI?

Online Invoicing Program

The invoicing platform FinanEDI allows companies to create and manage invoices quickly and easily, with an intuitive interface and customization options to suit the needs of each user.

• Creation of customised invoices: Add logos, corporate colours and specific fields to reflect the identity of your business.
• Payment options: Include various payment methods, withholdings and accounting accounts on your invoices.
• Currencies: Manage your transactions in different currencies, ideal for businesses that operate internationally.
• Additional fields: Add discounts and special conditions on each invoice as needed.

Digitization and Automation of Documents

FinanEDI facilitates the management of digital documents through its OCR (Optical Character Recognition) technology, eliminating the need for manual data entry.

• Digitisation of invoices: Converts paper documents to digital format for more efficient management.
• Automatic organisation: Classify and organise documents such as quotes, orders and delivery notes effortlessly.
• Elimination of manual processes: Automates data capture and reduces errors associated with manual data entry.

Accounting and Bank Reconciliation

FinanEDI automates business accounting, keeping updated financial records and facilitating bank reconciliation through direct integration with bank accounts.

• Automation of accounting entries: Create, record and update accounting entries automatically, keeping a detailed control of your financial data.
• Bank reconciliation: Connect your bank account and automatically link each movement with its respective invoice, facilitating the tracking of income and expenses.
• Journal update: Generate and keep your journal up to date, improving transparency and accounting control.

Remittance and payment management

The management of recurring receipts and payments is easier with FinanEDI. The platform groups remittances and optimises cash flow management.

• Grouping of remittances: Organise and manage payments and receipts centrally to save time and reduce errors.
• Recurring payment automation: Set up remittances to automate collections and payments according to set dates.
• VAT Control: Maintain detailed control of VAT entries and tax data for your transactions.

Advanced Security and Authentication

FinanEDI cares about information security and fraud prevention, implementing protective measures such as double authentication and validation of electronic certificates.

• Electronic certificates: All users must have an electronic certificate of the company, ensuring the authenticity of each data exchange.
• Verification of bank accounts: Pre-validation of supplier bank accounts to prevent scams and fraudulent transactions.
• Fraud protection: FinanEDI performs continuous checks to ensure the integrity and security of financial data.

Integration and Customised Document Management

The platform also allows you to create and manage documents such as quotes, orders and delivery notes, adapting to the specific needs of each business.

• Document customisation: Configure documents according to your company's specifications for a more professional management.
• Unlimited management: Create and store as many documents as you need, without restrictions or additional costs.
• Optimisation of communication: Improve document management and the exchange of information between the different areas of the company.