For fiduciaries

Your clients’ documents, readable, checked and ready to export.

Knipsy gives your firm a space where your clients’ receipts and invoices arrive, already read and filed in the chart of accounts. You validate, you correct, you export to your software.

All your clients’ documents to validate, in one place.
1 queue
IGE-Compta, Sage BOB 50, WinBooks, Ciel, FAIA, Excel and PDF.
7 formats
Horus and Odoo receive the documents directly, with no file to import.
2 connections
Free for your clients: no subscription, no in-app purchase.
0 €

Documents that arrive on their own.

Your clients photograph their receipts, drop off their PDFs or forward their invoices to their file’s email address. Their suppliers can write to it directly.

No more shoebox at the end of the quarter: documents arrive as they come, dated, read and attached to the right file.

One validation queue for the whole firm.

  • Each document shows what has been read: supplier, date, amounts, VAT, suggested account.
  • You validate in one tap, or correct the document before validating it for the client.
  • Alerts stand out by themselves: duplicate, inconsistent VAT, origin to check.
  • Documents with no alert are validated in batches.

Export to your software.

Knipsy does not replace your accounting software: it feeds it.

  • IGE-Compta: XML files in the import template.
  • Sage BOB 50: fichiers BOB-link.
  • WinBooks: text import files.
  • Horus: sent directly to the firm’s file, attachment included.
  • Odoo: sent directly to the company’s Odoo.
  • Any other software: FAIA file, Excel and PDF.

Knowing your client, in the same place.

The client relationship starts in Knipsy: the client sends their company’s details and their identity document, which your firm checks before opening access.

Private messaging keeps a record of your exchanges, file by file.

Frequently asked questions

What we are often asked.

Another question? Write to us, we reply within 48 hours.

Does Knipsy replace our accounting software?

No. Knipsy collects, reads and checks the documents, then passes them on to your software: IGE-Compta, Sage BOB 50, WinBooks, Horus, Odoo or any software that reads the FAIA format.

How much does it cost our clients?

Nothing. Knipsy is free for companies and individuals: no subscription, no in-app purchase.

What does the firm see of a client’s file?

The file’s documents, accounts and returns. The household’s private life, such as the children’s pocket money or the family schedule, remains closed to it.

How do we open our firm’s space?

Write to us from the Contact page: we look with you at the software you use and the arrival of your first clients.

Further reading

The other Knipsy guides.

Ready to put away the shoebox?

Choose your space. Knipsy takes care of the rest, you keep the last word.

A question before you start? Talk to the team