Everything inside the Business & Financial Operating System
Five modes in one login, with guided setup, country-aware records, payroll, automation, CRM, and owner-controlled access.
Choose the way you work. Keep one connected platform.
Business and personal modes stay distinct while contributing to a broader financial picture.
Run the clients, work, and financial operations behind your business.
- Accounting and ledger
- CRM and client management
- Clients and vendors
- Projects and consultations
- Invoices and expenses
- Banking and reconciliation
- Team, staff, and payroll support
- Reports, budgets, and tax insights
- Documents, Customizer, Notes, and Connect
Bring personal money, investments, plans, and shared finances into one clearer view.
- Personal
- Investor
- Planning
- Household
Five modes. One login.
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.
From first interaction to reconciled revenue.
One operational chain, recorded once, visible everywhere it matters.
How the business experience is organized.
Every area is a working part of the same system, not a separate product bolted on.
More control without more disconnected tools.
Configure how the organization operates, how work is approved, and how each person sees what matters.
Control the work without giving up control.
FiscoPoint prepares, organizes, and records. You approve the decisions that matter.
Turn client conversations into approved, connected work.
- 1Create a consultation
Start from a lead or a client record.
- 2Define the engagement
Client, objectives, scope, deliverables, timeline, fees, and terms.
- 3Draft with AI assistance
Generate contract sections you can edit before use.
- 4Review and approve
AI generated sections enter the document only after your approval.
- 5Share a controlled link
Send the engagement to the client through a controlled client link.
- 6Record the outcome
Approvals, signatures, change requests, and document history.
- 7Convert to a project
An approved consultation becomes an internal or external project.
- 8Keep 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.
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.
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 Connect discussions.
Record time against the work it belongs to.
The tools around the work.
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.
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.
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 records designed to stay connected and traceable.
AI that assists. You remain responsible.
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.
A recommendation you can change before you confirm.
- 1Choose Business or Individual.
- 2Tell FiscoPoint your goals and how you plan to work.
- 3Review a recommended plan and the reasons behind it.
- 4Customise the modes and features available within that plan.
- 5Confirm your country, currency, language, and local details.
- 6Finish your workspace and invite people with the access they need.
Recommendations explain their reasons and remain under your control. Plan limits determine which modes and features can be activated.
Local details where they matter.
Identity, tax, and bank fields adapt to the country selected during setup, with flexible national and tax identifiers elsewhere.