Company Data Platform

Everything you need to understand your business

From real-time dashboards to automated tax reminders — all your financial data in one place, in your language.

10+
Core Features
3
Languages
5min
Setup Time
Dashboard & Metrics

Your business at a glance

See revenue, expenses, and cash flow in real-time. No more waiting for monthly reports from your accountant.

Real-time Metrics

Revenue, expenses, and profit updated automatically

Cash Flow Forecast

See what money is coming in and going out

Trend Analysis

Compare periods and spot growth patterns

Dashboard & Metrics Screenshot
+23% this month
Clients & Receivables

Know who owes you money

Track all your clients, their payment history, and outstanding invoices. See aging receivables at a glance.

Client Database

All your customers with full history

Aging Report

See who's late: 30, 60, 90+ days overdue

Top Customers

Identify your most valuable clients

Clients & Receivables Screenshot
3 overdue invoices
Tax Calendar & Reminders

Never miss a tax deadline

All Portuguese tax obligations in one calendar. Get automatic reminders before IVA, IRC, and IRS deadlines.

Tax Calendar

IVA, IRC, IRS, IES — all dates in one view

Smart Reminders

Email alerts 7, 3, and 1 day before deadline

Status Tracking

Mark obligations as paid or pending

Tax Calendar & Reminders Screenshot
IVA due in 5 days
Sales & Payment Planning

Plan your cash flow

Forecast sales, schedule payments, and plan your finances. See future cash position before it happens.

Sales Forecast

Predict revenue based on pipeline and history

Payment Schedule

Plan outgoing payments and avoid surprises

Cash Position Forecast

See your bank balance 30, 60, 90 days ahead

Sales & Payment Planning Screenshot
+€15k expected
Suppliers & Payables

Manage your suppliers

Track all your suppliers, purchase orders, and outstanding payments. Know exactly what you owe and when.

Supplier Database

All vendors with contact info and history

Purchase Orders

Track incoming invoices and expenses

Accounts Payable Aging

See what's due: 30, 60, 90+ days

Suppliers & Payables Screenshot
€4,250 due this week
Profit & Loss Statement

Know if you're profitable

Real-time P&L report showing revenue, costs, gross margin, operating expenses, and net profit. Compare periods instantly.

Revenue Breakdown

Sales by product, service, or category

Expense Categories

COGS, OPEX, salaries, rent, utilities

Margin Analysis

Gross margin, operating margin, net margin

Revenue

€125,000

Expenses

€98,000

Net Profit

€27,000

Profit & Loss Statement Screenshot
21.6% margin
Organization Structure

Your team at a glance

Manage employees, departments, branches, positions, and compensation. See your organizational hierarchy clearly.

Employee Directory

All team members with roles and contacts

Departments & Branches

Organize by team, location, or function

Compensation Tracking

Salaries, bonuses, and total labor costs

Employees

Full roster

Departments

Team structure

Branches

Locations

Organization Structure Screenshot
12 employees
TocOnline Integration

Connect in 5 minutes

Secure OAuth connection to TocOnline. Your data syncs automatically — no manual exports, no copy-paste.

Secure Connection

OAuth 2.0 — we never see your password

Auto Sync

Data refreshes every hour automatically

Read-Only Access

We only read data, never modify your records

Invoices

All sales synced

Clients

Contact database

Payments

Track receivables

TocOnline Integration Screenshot
Multilingual Interface

In your language, not just Portuguese

Full interface in Portuguese, English, and Russian. Auto-detects your browser language or switch manually anytime.

3 Languages

Portuguese, English, Russian — 100% translated

Auto-Detection

Automatically shows your browser language

Instant Switch

Change language with one click

Multilingual Interface Screenshot

EasyFin vs Traditional Approach

See why entrepreneurs are switching to a smarter way of managing business data.

Feature
Traditional
EasyFin
Real-time financial data
Multilingual interface
Automatic tax reminders
Self-service analytics
No accounting degree needed

Ready to see your business clearly?

Start your 14-day free trial. No credit card required. Setup takes just 5 minutes.