One operating environment for finance, payroll, automation, CRM, projects, consultations, teams, documents, and performance.
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.
Start from a lead or a client record.
Client, objectives, scope, deliverables, timeline, fees, and terms.
Generate contract sections you can edit before use.
AI generated sections enter the document only after your approval.
Send the engagement to the client through a controlled client link.
Approvals, signatures, change requests, and document history.
An approved consultation becomes an internal or external project.
The project stays connected to its originating consultation and records.
Legal enforceability of an electronic signature depends on applicable law and the process the parties follow. FiscoPoint does not provide legal advice.
FiscoPoint is not a replacement for every specialist project management suite. It connects project work to the money and clients behind it.
Classify work by who it serves and how it is funded.
Track committed and actual spend against the project budget.
See where a project stands financially while it is still running.
Consultations, customers, vendors, invoices, expenses, documents, and notes.
Project context appears inside CRM records and Comms discussions.
Record time against the work it belongs to.
Customizer is a brand, content, and document workspace. It is not a complete marketing automation platform and does not provide campaign delivery, deliverability management, A/B testing, or attribution.
Comms is FiscoPoint's internal team communication workspace and does not include every feature of a mature enterprise chat platform.
The document area is not an enterprise records management or legal retention platform. Full Google or Microsoft calendar synchronization is not claimed.
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.
Access control is a product capability and is not presented as an independently certified identity-governance system.
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.
