Downloadable guides
Templates, models and practical guides to run your company better and faster. Access without signing up.
Practical VeriFactu guide for SMEs
What the regulation requires, who it applies to, deadlines and how it affects the way you invoice. Explained without jargon for managers and admin teams.
Download PDFProfessional quote template
Quote template with terms, validity and acceptance. Includes tips to raise your acceptance rate and collect deposits.
Download PDFSEPA direct debit guide for SMEs
How to collect from your customers by direct debit: mandates, batches, deadlines, prior notifications and handling returns.
Download PDFGDPR checklist for SMEs
Checklist for companies handling customer and employee data: legal bases, consents, processor agreements and rights.
Download PDFExpense control and treasury guide
How to go from the shoebox to a digital expense workflow: capture, approval, reconciliation and cash-flow forecast.
Download PDFTime record and holiday template
Working-time record template compliant with employment law, with a holiday and absence planner ready to use.
Download PDFMore guides coming soon
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