FiscoPointFISCOPOINT
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For organizations and professionals

Run the clients, work, and financial operations behind your business.

Start with the freemium Essential Business edition for accounting, invoices, basic CRM, projects, and consultations. Paid plans add advanced CRM, automation, payroll, users, and reporting.

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Connected by design

From first interaction to reconciled revenue.

One operational chain, recorded once, visible everywhere it matters.

Lead
Client
Opportunity
Consultation
Approval
Project
Invoice
Payment and reconciliation
Reports
Ongoing account
Stays connected along the way
Clients and vendorsExpenses and purchase ordersDocuments and contractsMeetings and minutesNotes and action itemsTeam discussions in Connect
Business operating system

How the business experience is organized.

Every area is a working part of the same system, not a separate product bolted on.

Built for daily operations

Control the work without giving up control.

FiscoPoint prepares, organizes, and records. You approve the decisions that matter.

World-class CRM

From first contact to ongoing service.

Sales, marketing, service, consultations, and analytics in one customer system.

Consultations and client engagement

Turn client conversations into approved, connected work.

  1. 1
    Create a consultation

    Start from a lead or a client record.

  2. 2
    Define the engagement

    Client, objectives, scope, deliverables, timeline, fees, and terms.

  3. 3
    Draft with AI assistance

    Generate contract sections you can edit before use.

  4. 4
    Review and approve

    AI generated sections enter the document only after your approval.

  5. 5
    Share a controlled link

    Send the engagement to the client through a controlled client link.

  6. 6
    Record the outcome

    Approvals, signatures, change requests, and document history.

  7. 7
    Convert to a project

    An approved consultation becomes an internal or external project.

  8. 8
    Keep the thread

    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.

Projects

Track projects alongside the financial and client records that give them context.

FiscoPoint is not a replacement for every specialist project management suite. It connects project work to the money and clients behind it.

Internal and external projects

Classify work by who it serves and how it is funded.

Budgets and spending

Track committed and actual spend against the project budget.

Burn and profitability

See where a project stands financially while it is still running.

Connected records

Consultations, customers, vendors, invoices, expenses, documents, and notes.

Context where you work

Project context appears inside CRM records and Connect discussions.

Time tracking

Record time against the work it belongs to.

Workspace

The tools around the work.

Customizer

Create professional business materials with your own brand.

  • Brand Kit
  • Logo and image uploads
  • Branded documents and letterheads
  • Templates
  • Contact selection
  • AI assisted content drafting
  • Document previews
  • PDF and print workflows
  • Campaign preparation
  • Content review before use

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.

Connect

Keep team discussions beside the work they concern.

  • Workspace channels
  • Private channel membership
  • Real time messages
  • Live audio and video meetings
  • Participant invitations through expiring or revocable codes and links
  • Discussions connected to projects and CRM records
  • Meeting announcements
  • Voice dictation in supported message fields

Text conversations and file sharing are not time limited. Live meeting limits depend on the plan. FiscoPoint does not record meeting audio or video unless a participant explicitly saves notes or a transcript.

Documents, Notes, and meetings

Keep operational knowledge connected to the record it belongs to.

  • Store relevant business and financial files
  • Link documents to supported records
  • Keep consultation documents and histories together
  • General notes and structured meeting minutes
  • Attendees, agenda, decisions, action items, risks, and approval status
  • Voice dictation and AI assisted conversion with review
  • Schedule and record CRM meetings against related records
  • Generate calendar files where supported

The document area is not an enterprise records management or legal retention platform. Full Google or Microsoft calendar synchronization is not claimed.

Financial foundation

Financial records designed to stay connected and traceable.

Teams, roles, and access

The plan sets the ceiling. The owner sets access.

  • The plan sets the maximum modes, features, and user capacity available to the workspace.
  • The owner decides which modes, records, and working areas each person may open.
  • Administrators can grant only the privileges they are authorized to manage.
  • Members and viewers receive role-appropriate access.
  • Invitations can be limited to the relevant modes and working areas.
  • No person can raise their own access.

Access control is a product capability and is not presented as an independently certified identity-governance system.

Built for every country

Local details where they matter.

Identity, tax, and bank fields adapt to the country selected during setup, with flexible national and tax identifiers elsewhere.