Three separate tools means gaps — and gaps cost money
When invoicing, expenses, and receipts live in different places, things fall through. One unclaimed expense or one missed follow-up is money you earned and didn't keep.
Effi works like a back-office admin who never sleeps — catching overdue payments, logging receipts, and flagging what needs your attention. You approve. Nothing sends without you.
It's never one big crisis. It's an invoice that aged 45 days before anyone noticed, a deductible receipt that went in the bin, and an expense that came out of your margin instead of being billed.
When invoicing, expenses, and receipts live in different places, things fall through. One unclaimed expense or one missed follow-up is money you earned and didn't keep.
Effi surfaces overdue invoices the moment they go late — not when you notice cash is tight. It drafts a reminder for you to approve. One click and it's handled.
Each lost receipt is a deduction you paid for but can't claim. OCR captures vendor, amount, and date from a photo in seconds — every expense logged before tax season.
Invoices, expenses, and Effi's Action Center — connected in one workspace.
Invoices & Follow-ups
Create invoices in PDF or ZUGFeRD e-invoice format. Effi watches their status — and drafts a chaser the moment one goes overdue.
Expenses & OCR
Photograph a receipt and OCR fills vendor, amount, and date. Every expense is categorised, logged, and exportable for your accountant.
Action Center
Overdue invoices, missing receipts, stale drafts, and unbilled work surface here. Effi drafts the next step — you approve before anything is sent.
Clients & Projects
Save client details once. Create projects. Invoice against them directly. No copy-paste between tools.
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 small businesses. Full FAQ →
Create a free workspace. Effi watches your open invoices from day one — you approve every action before it reaches a client or leaves your workspace.