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Business
A connected workspace for the money and the work behind it.
Financial records, customer accounts, projects, consultations, teams, and performance in one operating environment.
Capabilities
Designed for connected business operations.
Double entry financial records
Chart of accounts, draft and posted journals, and a clear record of financial activity.
Invoices, expenses, purchasing
Invoicing, expense capture, purchase orders, and reconciliation in one flow.
CRM, clients, and vendors
Client history connected to the financial records it produced.
Projects connected to finance
Budgets, spend, burn, and profitability alongside the client account.
Reports and cash visibility
Reports, budget versus actual, cash flow indicators, and tax insights.
Payroll and automation
Customer-approved pay runs, bank-ready files, recurring records, reminders, and run history.
Team access and controls
The plan sets the ceiling; the owner controls what each person can open.
AI positioning
AI that assists. You remain responsible.
AI supports review and decision making inside FiscoPoint. It does not replace professional judgment.
Financial summariesTransaction analysis and categorization suggestionsReceipt analysisSpending insightsClient and CRM guidanceConsultation draftingBranded content draftingCross mode summariesVoice assisted workflowsTranslation assistance
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.
Built for
FoundersFinance leadsConsultantsAgenciesOperators