Invotica

About Invotica

Invotica is a Swiss business software solution designed for financial management and invoicing operations. The platform addresses the needs of freelancers, sole proprietors, and small to medium sized enterprises seeking professional and straightforward business management functionality. It provides a centralized system for managing invoices, payment reminders, customer data, expenses, and overall financial operations. The platform complies with Swiss financial regulations and standards and allows invoice creation without registration to enable immediate access to invoicing capabilities.

The platform provides financial management tools centered on core invoicing functionality. Users can generate Swiss QR invoices with company logos, banking details, payment references, and PDF export capabilities in compliance with national financial standards. Quotation creation functionality supports detailed line items, validity dates, and PDF export. The customer management module enables centralized administration of client contacts, addresses, contact details, and stakeholder information. The expense management feature enables recording of business expenditures and receipts, categorization of costs, and tracking of all expenses to provide a complete financial overview. Project management and personnel administration modules include automation workflows that streamline repetitive business processes.

Integration with Swiss banking systems facilitates QR invoice processing and payment tracking. The platform is designed to meet GDPR requirements for data handling and privacy. As a web based solution, the software can be accessed across devices without installation. Data security measures and clear data protection policies are implemented throughout the system to safeguard sensitive business and customer information.