Add a client
Type their name and choose their language. Aisance opens a folder for them.
Give each client a link. They drop their receipts, invoices, bank statements and scans; Aisance splits multi-page scans, sorts everything by type and month, names every file and builds an Excel index. You open a folder that’s ready to book.
Your clients don’t need an account or new habits: they drop what they have, the way they have it.
Type their name and choose their language. Aisance opens a folder for them.
They open it on a computer or phone and drop documents: PDFs, photos, scans, Word, Excel, emails, ZIP files.
Folders by type and month, files named by date, company, document and amount, an Excel index, and what to check flagged.
Structured invoices arrive on their own. Receipts, scans, foreign invoices, bank statements and letters don’t.
Each client’s folder is read as it arrives, so the work at month-end is checking, not sorting.
Download the sorted folder and its Excel index, and book in the software you already use.
One price for the whole firm: every client gets a private folder, a drop link and the Excel index, in their own language.
€149 a month before VAT
No. Their link opens their folder. You can make a new link at any time, which closes the old one.
Each client’s folder is in English, French or Portuguese: folder names, file names and descriptions. You choose when you add the client.
No. It prepares the documents: you download the sorted folder and its Excel index and book them as you do today.
Add a payment method in your cabinet and the plan continues at €149 a month before VAT. Without one it stops, and your clients’ folders stay readable.
Send them your partner link instead: each client who starts a plan through it earns you 20% of what they pay for 12 months.