Cuentica

Cuentica is an online tool offered by Ecosistemas Digitales de Negocio, SL that aims to simplify financial management and accounting for freelancers, self-employed individuals, and small businesses. According to the vendor, this solution provides a user-friendly platform for tasks such as invoicing, expense tracking, financial reporting, and tax compliance. It is designed to cater to a wide range of professionals and industries, including freelancers, self-employed professionals, and small businesses in sectors such as consulting, creative services, IT services, coaching, e-commerce, and more.

Key Features

Simple day-to-day management: According to the vendor, Cuentica allows users to easily generate and send invoices while ensuring compliance with legislation. Users can customize invoice designs and download or send them to clients in PDF format.

Comprehensive expense tracking: The vendor claims that Cuentica offers a quick and efficient way to record expenses and forward receipts and invoices via email. It also provides seamless synchronization with users' bank accounts.

Tax obligations covered: Cuentica reportedly provides users with a personalized tax calendar that displays the necessary tax forms based on their activity, income, and expenses. The vendor also offers assistance with tax filing and access to an advisory team for answering questions. Additionally, the software can automatically calculate self-employed contributions.

Data-driven decision-making: Cuentica offers a dashboard that provides real-time key metrics, allowing users to generate personalized profitability reports, set annual business goals, and compare performance with previous periods, according to the vendor.

Secure and accessible data: The vendor states that users can schedule a free advisory session and export their data at any time. Cuentica also allows users to import their list of customers and suppliers, connect with their online store, and automatically synchronize bank accounts.

Streamlined customer management: Cuentica simplifies data entry by storing customer information in one place. Users can store details such as company name, tax identification number, contact information, preferred payment method, language preference, and bank details.

Effortless invoice creation: According to the vendor, Cuentica allows users to create and issue invoices effortlessly by selecting customers, entering the concept and amount, and assigning a name for easy identification. The software ensures accuracy with sequential invoice numbers to prevent errors.

Electronic invoicing with Facturae: The vendor claims that Cuentica enables users to generate electronic invoices in facturae (XML) format with a single click. It is also compatible with FACe, the invoice entry point for most institutions.

Drafts and recurring invoices: Cuentica reportedly allows users to mark invoices as periodic for recurring monthly income. Users can also create draft invoices to estimate annual billing and convert them into final invoices with a single click, according to the vendor.