Review the quarter in bulk
Every issued and received invoice reaches your dashboard as soon as it is recorded. Mark them as reviewed one by one or all at once, and leave a note when something is missing.
For accounting and tax firms
Every client invoicing properly, without chasing anyone.
Your clients invoice in Puntoal and you see it as it happens: review the quarter in bulk, catch mistakes before filing and get forms 303 and 347 in draft.
- Unlimited clients
- No monthly fee
- Dedicated account manager
Firm dashboard
Fifty clients fit on one screen.
Each company's status, its invoices for the quarter, its VAT result and what you still have to review. Without opening fifty files.
1screen for the whole firm
303 · 347forms drafted automatically
€0monthly fee for your firm
What saves you hours
It all comes from the invoices your clients already issue.
No chasing spreadsheets, no forwarded emails and no retyping what is already in Puntoal.
Catch mistakes before you file
One click checks a client's quarter: gaps in numbering, mistyped tax IDs, invoices over €400 without an address and totals that don't add up.
Forms 303 and 347, in draft
Output and input VAT by rate, the quarter's result and a comparison with the previous one, calculated from each client's real invoices.
Every deadline, in one calendar
Each client's tax forms with their status, who on your team owns them and alerts as the tax agency deadline approaches.
Ask for what's missing without email chases
Messages with each client, bulk sends with templates and document requests with a deadline. Everything stays in the portal.
Each client's cash position at a glance
Pending collections and payments, how old they are and a 90-day forecast, as long as the client lets you see it.
Shall we look at it together?
We'll walk you through the portal and see how it fits the way you work and your clients.
How it works
From client onboarding to filing
You onboard your clients
One at a time: you register their company with tax ID, name and email, and the client receives an invitation with the account already set up. You can also send them your link so they sign up themselves.
They invoice, you see it
Every invoice and expense lands on your dashboard as soon as it is recorded, without anyone sending it to you.
You review and file
Form 303 and 347 figures come straight from the real invoices. You review, adjust and file.
Migration
Moving your firm doesn't have to hurt
We help you onboard your clients, bring over their contacts and purchase invoices, and support the ones who struggle most with technology. No interruption mid-quarter.
- Bulk onboarding from Excel or CSV (coming soon)
- Import of contacts and received invoices (CSV, UBL and Facturae)
- Invitation page with your firm's name
- Training for your team and your clients
Pricing
One price per plan. No limits on invoices.
First month free for freelancers and small businesses. Cancel whenever you want from your account.
Freelancers
Professionals and freelancers
15 € / month · VAT included
or €150 a year · works out to 10 months
Start free- Unlimited invoices and quotes
- Verifactu and filing with the AEAT
- Online payments from the invoice
- Access for 1 accountant
- Email support
Most chosen
Small businesses
Companies with a team
25 € / month · VAT included
or €250 a year · works out to 10 months
Start free- Everything in Freelancers
- 5 users per company
- Recurring invoices
- Export to A3, Sage and Contasol (coming soon)
- Priority chat support
Accounting firms
Firms and tax advisors
49 € one-time payment · VAT included
No monthly fee for your firm
Register your firm- Invite and onboard your clients
- Unlimited clients and users
- Consolidated firm dashboard
- Draft tax forms
- Dedicated account manager
All prices include VAT. More than 200 clients in your firm? Talk to us.
Questions from firms
Before you make the move
Do my clients have to use Puntoal?
Yes. Your dashboard shows, as it happens, what your clients invoice and record in Puntoal. They can import their purchase invoices in UBL, Facturae or CSV, or upload a photo of the receipt.
What can my firm see for each client?
Whatever the client authorises: their issued invoices, received invoices and cash position. They can change those permissions or remove your access from their account at any time.
What happens if a client moves to another firm?
They remove your access from their account and you stop seeing their data. They keep their Puntoal account and all their invoices.
Can I work with my team?
Yes. Add as many users as you need, with two roles: administrator, who onboards clients and manages the team, and consultant, who works with the clients.
Does it work with my accounting software?
Today you download each client's issued and received invoices in Excel, their contacts in CSV and the quarter for several clients at once in a ZIP. Direct export to A3, Sage and Contasol will come later.
Can I see it before registering my firm?
Yes. Ask us for a demo and we'll walk you through the portal.
For your firm
Register your firm for €49, just once.
No monthly fee for your firm, with unlimited clients and users. If you would rather see it first, ask us for a demo and we will walk you through the portal.
