Accounting company

Get your accounting crew on one ship and invite clients

Freelo is a port of effective communication, where you can easily talk about everything. Clients and team members will know what to do, they will not slip and use templates or repetitive tasks for routine activities.

Accounting teams most often use in Freel…
Communication
Terms
Repeated tasks
Process templates
Job reports
Budgets

Communicate effectively with your clients and clients in one place

  • @Name mentions for easy tagging in comments
  • Inserting files into text. Despite keyboard shortcuts
  • Deadline changes, reporting, solver assignment, and tracking in one step as you comment
  • Color formatting for better orientation in longer comments
  • Like comments for quick confirmation / approval
  • Reply to discussion email

With the calendar, nobody gets away with anything important and everyone knows what to do

The calendar shows tasks with dates on a monthly, weekly or daily basis. You can easily schedule tasks that do not yet have a deadline or check projects and people they have scheduled.

  • Schedule and change dates by dragging
  • Monthly, weekly, and daily reports
  • Filtering by projects and users
  • Link to Google Calendar / Outlook

Case study How in MC accounting and taxes organize work with agile scrum and why they left Trello for Freelo

Case study How tax and accounting experts at Mazars solved sudden homeoffice with Freelo

Do not unnecessarily remember what solves repetitive tasks

Monthly meetings, regular meetings, invoicing or VAT filing. Instead of clicking a new task unnecessarily, you can easily automate this activity with smart repetition.

  • Complete the task and a new one is created automatically
  • You can set repeating daily, weekly, monthly and yearly
  • See a wide range of settings, see examples

With templates, no one in the team has to start from scratch

A new client, teaching a colleague how to file VAT - these are all actions that happen repeatedly and it is important not to forget anything to maintain quality. Make smart templates in Freelo so you can easily delegate many tasks to anyone.

  • Try template database or make your own
  • A task, To-Do list, or the entire project can be a template
  • Share templates with colleagues on a team
  • You set the dates + X days after creation
  • Pre-assign tasks to people (VAT is always handled by Eliska, etc.)
  • Fast delegation to junior colleagues

Keep track of your team members' time sheets and cost of action

Freelo has time tracking linked to projects, tasks and gives clear cost information when using hourly rates. It shows how "expensive" individual tasks are, extra work will no longer be free and you get a full report of hours worked at the end of the month.

  • You can easily see how much business / who costs
  • Time is multiplied by the watch and shows the amount
  • Measured directly above task (for project / To-do list)
  • Keyboard shortcuts simplify use
  • Context reports and overviews

Budgets can help you keep your campaign or external costs where you want them

  • Recurring project budgets (e.g., 30 hours / $ 1,000 each month).
  • The hourly rate is multiplied by the time spent over tasks. The amount is deducted from the budget, and you always have an up-to-date overview of how much you pay or how much remains to be spent from your budget.
  • Report easily billed or send directly to one of the connected systems - Fakturoid, iDoklad, Billing

„Thanks to Freelo, we have a complete overview of all clients to whom we process accounting. For each client we have made-to-measure templates with tasks, according to his needs. Of course there are set dates, what when and where to go + which team member is responsible for it. With an increasing number of clients, it is necessary to have a perfectly organized workflow and Freelo is the ideal solution.“

Michal Cvrček
Owner and CEO MC accounting and taxes
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