Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
InvoPlanner is a web app for self-employed people and small teams who need to prepare quotes and invoices. Customer and product records can be reused across quotes, orders, delivery notes and invoices. Advance, partial and final invoices support work billed in stages. Incoming payments are entered manually; the app shows open balances and supports payment reminders.
PDF, ZUGFeRD and XRechnung exports are included. Both the interface and invoice documents are available in English and German.
Starter is free on an ongoing basis for one user, up to four customers and five invoices per month. Registration does not require a credit card. Paid plans begin at EUR 4 per month, with higher limits and plan-dependent options for recurring invoices, scheduled emails, reports and multiple users.
Description
MertAGI serves as a cloud-based platform that leverages AI to assist businesses involved in trading goods. The platform features the MAGI assistant, which aids users in a variety of tasks such as researching products and suppliers, comparing market prices, requesting quotes, negotiating deals, discovering buyers, managing orders, coordinating warehouse activities, and handling shipping documents, invoicing, and bookkeeping. Teams are empowered to set operational limits and approval thresholds; any actions needing authorization will be held pending until human approval is granted, with all decisions and supporting documentation maintained in an audit trail for transparency. Additionally, MertAGI facilitates the creation of company storefronts and marketplace listings. For accounting processes, it generates booking exports in DATEV format and accommodates electronic invoice formats like XRechnung and ZUGFeRD, making it an invaluable tool for traders, wholesalers, and commercial teams involved in sourcing, procurement, and sales. Furthermore, this platform enhances operational efficiency by streamlining workflows and ensuring compliance with industry standards.
API Access
Has API
No
API Access
Has API
No
Integrations
DATEV
No
Pricing Details
Free; paid from EUR 4/month
Starter is permanently free for five invoices per month, four customers and one user. Paid plans cost EUR 4, EUR 12 or EUR 29 per month. Limits and features vary by plan. Recurring invoices, scheduled email delivery, reporting and team access depend on the plan.
Free Trial
No
Free Version
Yes
Pricing Details
$0; paid plans available
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Digital-e UG (haftungsbeschränkt)
Founded
2021
Country
Tornesch, Germany
Website
invoplanner.de
Vendor Details
Company Name
MertAGI, Inc.
Country
United States
Website
mertagi.com
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
No
Multi-Currency
No
Online Invoicing
Yes
Online Payments
No
Payment Processing
No
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes
Product Features
Alternatives
Alternatives
No Alternatives