Capture the enquiry
An email or call becomes a structured enquiry with customer and property.
Easy Factura: enquiry, quote, order, delivery note, invoice – one workflow.
Target group: Swiss SMEs with an end-to-end quote-to-invoice process, especially trades and service providers. The same details are entered several times between enquiry and invoice. Job reports arrive on paper, and invoices go out late.
Use cases
Tasks Easy Factura is built for.
Create a quote
Suggest line items, texts and prices from templates and earlier quotes; you approve them.
Order and delivery note
The quote becomes the order, and the job report becomes the delivery note.
Invoice
Invoice from order and job report – without re-entering data, with a check.
Handovers
Connect accounting, payment matching and dunning.
Documents
Attach receipts, photos and job reports to the invoice.
Function modules
What the product includes.
- Customer and property records (shared data core)
- Quote editor with AI suggestions
- Order and job report management
- Invoicing with Swiss QR-bill
- Review and approval steps
- Interfaces to accounting
Interface
The views your team works with.
Sample Easy Factura interfaces without client data.
Integrations
What Easy Factura connects to.
| System | Purpose |
|---|---|
| Accounting | Invoices, payments |
| Enquiries, sending | |
| Call Agent | Phone enquiries |
| Bank / QR-bill | Payment matching |
Operation & security
Operating models, roles, data protection.
| Topic | Description |
|---|---|
| Operating models | Swiss private cloud or on your own servers. You decide where financial data is stored and which models can see it. |
| Security / roles | Roles for office, fitters and management; approvals before quotes are sent and invoices issued. |
| Privacy policy | Your data stays in the operating model you choose. We decide together which models can see which data classes. |
Industries
Where Easy Factura is used.
Case studies
AI in practice, used by Swiss companies.
Our case studies page shows which companies already use our solutions.
Related
Related use cases, building blocks and Labs topics.
Frequently asked questions
Frequently asked questions about Easy Factura
Does Easy Factura replace our accounting?
No. Easy Factura covers everything from quote to invoice and hands over to accounting.
Does the AI write quotes by itself?
It suggests line items and texts; you approve prices and sending.
Next step
Demo, conversation or pilot – you choose how to start.
We show you Easy Factura in a demo, discuss how it would work in your business or start a pilot with you as a pioneer partner.