A complete workspace, ready on day one.
New workspaces start from a full business template: a hundred connected tables with folders, virtual-folder rules, dashboards and alerts already set up. Industry templates and packs add what your trade needs.
A complete workspace from day one
- 1
Start complete
Invoices, quotes, orders, contracts, payslips, bank transactions and reference lists — connected from the start.
- 2
Add your trade
Templates for accountants, architects and freelancers, with variants for Switzerland, France and Liechtenstein.
- 3
Make it yours
Rename, remove or add anything. A template is a starting point, not a constraint.
What you get
Start with a hundred connected tables for billing, banking, HR, logistics and property — with folders, dashboards and alerts — plus industry templates.
Reference data included
Countries, currencies, VAT rates, units and a chart of accounts: over a thousand rows, ready to link.
Packs
The Billing and Bank Accountability packs add document types with their matching rules.
Folders and dashboards
Folder structures, virtual-folder rules, spaces and alerts come with the template.
Merged, not duplicated
Applying a template reuses the tables you already have.
Platform features work around the whole cycle: they secure, explain and set up every stage, from the moment a document arrives to the action it calls for.
Used in
Frequently asked questions
Do I have to use the template?
No. Hide what you don't need, or build your own tables from scratch.
Is the workspace available in French?
Yes. Workspaces are created in English or in French.
Can I change what a template creates?
Yes. Every table, field, folder rule, space and alert it creates is yours to change, like anything you built yourself.
