One missed overdue invoice across 10 clients can wreck a month's cash flow
Effi watches every client in your workspace simultaneously. Overdue invoices, unbilled project hours, and missing receipts surface before they become a cash flow problem.
Effi works in the background catching overdue invoices, chasing receipts, and flagging unbilled work — so your team spends billable hours on clients, not on admin that doesn't pay.
Every invoice that slips through costs real money. Every hour your team spends chasing billing admin is an hour they're not billing clients.
Effi watches every client in your workspace simultaneously. Overdue invoices, unbilled project hours, and missing receipts surface before they become a cash flow problem.
When your team can't access invoices, they interrupt finance — or worse, leave it. Add them to the workspace with the right permissions. Everyone sees what they need.
Travel, tools, subscriptions charged to a project — if they're not logged, they come out of your margin. Team members photograph receipts; OCR logs them in seconds.
Invoices, expenses, and Effi's Action Center — connected in one workspace.
Team Workspace
Invite account managers, finance, and ops. Role-based access means the right people see the right things — and only approvers can trigger sends.
Clients & Projects
Save client details once. Track work against named projects. Invoice directly from a project — no copy-pasting between tools.
Action Center
Overdue invoices, stale drafts, and unbilled project hours across your whole agency surface in one place. Effi drafts the next action — you approve.
Invoices
Your logo, your colours, your invoice number format. PDF, email, and ZUGFeRD e-invoice ready. Recurring billing for retainer clients.
Effi prepares. You control every outbound action.
Step 1
Monitors invoices, receipts, drafts, and due work in the background.
Step 2
Flags risk, delay, or missing information before it becomes costly.
Step 3
Prepares reminders, follow-ups, and next steps — ready for your review.
Step 4
You review and send with one click. Nothing goes out automatically.
Try the approval-first workflow on Free. Upgrade to Pro for unlimited records, DATEV export, and the full Effi watcher. Need one invoice now? Use free tools — no account. Billing regularly? Create a free workspace below, then upgrade to Pro for unlimited records, DATEV export, and the full watcher.
Occasional invoicing and trying the workflow
Includes 30-day Pro trial — full Pro features, no card
Full Effi watcher, DATEV export, and higher limits
30 days free, then €11.99/month
✓ Save 20% — Regular price €14.99
Or €180.00 €144.00/year after trial
ZUGFeRD e-invoices · DATEV export · GDPR-native EU architecture. Germany E-Rechnung guide
Straight answers about what Effitrio does for agencies. Full FAQ →
Create a free workspace. Add your team, set up your clients, and let Effi watch for anything overdue or missing.