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ease
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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

DATEV No 

Integrations

DATEV Yes 

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

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