The Business & Financial Operating System
Five financial modes in one login. Run business operations, manage personal money, understand investments, plan ahead, and coordinate household finances from one connected system.
FiscoPoint is a Business & Financial Operating System with Business, Personal, Investor, Planning, and Household modes in one login.
Choose Business or Individual, tell FiscoPoint what you want to accomplish, review a recommended plan with clear reasons, then customise the features you need before confirming your setup.
Business and personal modes stay distinct while contributing to a broader financial picture.
Activate the environments included in your plan, keep each area focused, and work from one FiscoPoint account.
Mode availability depends on your plan. Credit, tax, and investment outputs are informational and do not replace qualified professional advice.
Recommendations explain their reasons and remain under your control. Plan limits determine which modes and features can be activated.
One operational chain, recorded once, visible everywhere it matters.
Every area is a working part of the same system, not a separate product bolted on.
You approve every pay run and submit the payment file through your bank. FiscoPoint does not move money or guarantee payroll tax compliance in every jurisdiction.
The Tax Center helps you review internal tax related activity, estimates, obligations, and financial snapshots. FiscoPoint does not file taxes or replace a qualified tax professional.
FiscoPoint prepares, organizes, and records. You approve the decisions that matter.
Keep staff records, prepare pay runs from draft to approved to paid, and export bank-ready payment files in the format used by the selected country.
Approval always stays with you. FiscoPoint prepares the records and file; it never moves money.
Prepare payroll drafts, recurring invoices and expenses, overdue reminders, and monthly summaries on daily, weekly, or monthly schedules.
Every run has a history. Automations pause themselves after a failure so an administrator can review the issue.
Manage relationships, sales pipelines, marketing campaigns, customer service requests, consultations, analytics, and supported integrations.
CRM access and advanced capabilities depend on the selected plan and the permissions granted by the owner.
Your plan sets the available ceiling. The owner decides which modes, records, and working areas each person may open.
People cannot raise their own access. Role and privilege changes remain under authorized administrator control.
Sales, marketing, service, consultations, and analytics in one customer system.
CRM capabilities vary by plan. AI-assisted insights are advisory, may be incomplete or incorrect, and require review.
Identity, tax, and bank fields adapt to the country selected during setup, with flexible national and tax identifiers elsewhere.
Social Security number and local bank details
SIN and Canadian bank details
National Insurance number and sort code
IBAN-based bank details
NIN and TIN
KRA PIN
TIN
South African ID
Local fields and payment-file formats support record preparation. Customers remain responsible for legal, tax, payroll, and banking requirements in their jurisdiction.
Designed around established double entry accounting principles and traceable financial workflows.
Industry oriented setup during onboarding, adjustable to how you actually operate.
Prepare entries in draft, review them, and post when they are ready.
Dashboard figures are calculated from ledger activity rather than typed in.
See what is outstanding, ageing, and collected.
Indicators that show how money is actually moving.
Compare plan and reality across periods and categories.
Project profitability and revenue concentration views.
A durable activity history across supported workflows.
Connect supported financial accounts or import records, subject to country, institution, and provider availability. FiscoPoint is not an audited accounting system and does not claim GAAP or IFRS certification.
AI supports review and decision making inside FiscoPoint. It does not replace professional judgment.
AI output is advisory and informational. It may be incomplete or incorrect. Confirm calculations, classifications, legal terms, and tax treatment with qualified professionals for your jurisdiction before relying on them.
Choose Business or Individual, receive a plan recommendation with reasons, customise your features, and begin with a 14-day Essential trial.