Manage your clients' finances with ease
- Instant access to client receipts/expenses.
- Assign clients to your collaborators - unlimited.
- Receive targeted alerts by client - 24/7.
- Centralize your clients' accounting documents in one place.
- Intuitive interface and detailed reports for each client.
Too much time wasted managing your invoices?
No more random management. Access one all-in-one tool to save you time.
Without ToBill
- Manual creation, a source of errors.
- Sending documents one by one.
- Forgotten or transmitted invoices/expenses too late.
- Difficult tracking of accounting documents.
- Impossible to track overall progress.
- Scattered client information.
- Files untraceable, nothing is centralized.
- Risk of duplicates, forgetfulness, or data loss.
Without ToBill
- Manual creation, a source of errors.
- Sending documents one by one.
- Forgotten or transmitted invoices/expenses too late.
- Difficult tracking of accounting documents.
- Impossible to track overall progress.
- Scattered client information.
- Files untraceable, nothing is centralized.
- Risk of duplicates, forgetfulness, or data loss.
With ToBill
Documents received automatically
All invoices are accessible as soon as they are issued by your clients.
Clients assigned by collaborator
Each collaborator only sees the companies assigned to them. For example: Jean-Pierre follows companies A, B, and C - he only receives their notifications.
Targeted notifications
Your collaborators receive alerts only on the companies they follow: invoices sent, paid, etc.
Clear tracking, by client or overall
Clear view by client or overall. Check history, amounts, deadlines in just a few clicks.
Zero re-entry, zero forgetfulness
No more re-entry. No more forgetfulness, no more errors. Everything is transferred automatically.
100% free centralization
One platform for your entire team, at no cost.
Dashboard
Access your dashboard for quick access to your clients' applications and assign them to your company's collaborators independently.
A 100% free tool for fiduciaries
Quickly and easily check your clients' receipts/expenses and save time with ToBill.
Fiduciary
Free
To supervise your clients without chasing after them.
Contact usFree access - issued within 48 hours- Unlimited users + role management
- Unlimited clients
- View client payments
- View client expenses
- Web applications (coming soon: mobile and desktop)
- Interactive guides + Multilingual
- Priority support
Frequently Asked Questions
Do you have another question? Contact us via email.
How can I supervise my clients with ToBill?+
ToBill provides you with real-time access to your clients' financial data: receipts, expenses, accounting reports. You can track their activity, generate automatic exports, and optimize your advice with a clear view of their situation.
What is the difference with other management tools?+
ToBill is the only tool that offers fiduciaries free access to supervise their clients. Unlike traditional solutions, you benefit from a consolidated view of all your clients with automated reports, at no additional cost.
Can my clients use ToBill directly?+
Absolutely! Your clients can use ToBill for their daily invoicing. You maintain supervisor access to view their data, generate reports, and assist them. It's a win-win partnership where they gain autonomy and you gain efficiency.
Can I customize the interface for my clients?+
Yes, each client can customize their ToBill space with their logo, colors, and information. As a fiduciary, you can also set up standardized templates to facilitate onboarding new clients.
What reports can I generate for my clients?+
ToBill automatically generates all essential reports: summary of receipts/expenses, monthly/annual accounting summaries, exports to common accounting software, and soon camt.054 files. You have a consolidated view of all your clients.
Is there a mobile app to track my clients?+
The ToBill mobile app is in development and will be released soon! It will allow you to view your clients' dashboards, validate their significant expenses, and receive real-time notifications, wherever you are.
Get started in 5 minutes
1. Create your fiduciary account
Sign up as a fiduciary and gain privileged access to ToBill
2. Add your clients
Invite your existing and new clients to use ToBill for their invoices
3. Track their activity
Instantly access the financial data of all your clients in real-time
Free and unlimited access for all partner fiduciaries