---
title: "Collaborative business management for accounting firms | incwo"
url: "https://go.incwo.com/en/experts-comptables/pour-votre-cabinet/"
description: "Organize client communication and access business data in incwo. Invoicing, purchasing, pre-accounting and collaboration for your accounting firm."
lang: "en"
modified: "2026-10-18T12:00:00+02:00"
---

# Collaborative business management for accounting firms | incwo

## Simplify accounting preparation and strengthen your advisory role with incwo

Reduce repetitive data-entry tasks, access your customers' data without the need for reminders, and refocus your mission on high-value support.

[test it now](https://www.incwo.com/account/new_account?plan=freetrial)

[Request a demo](https://go.incwo.com/en/demande-demonstration-personnalisee/)

![incwo management software, CRM and ERP for chartered accountants](https://go.incwo.com/wp-content/uploads/2021/06/incwo-logiciel-CRM-ERP-Expert-Comptable.png)

## incwo, the solution to secure your customer management and <br> give you more time for what matters: advising managers!

## Easy collection

Your customers centralize their accounting documents in incwo. You can access them without requesting or re-entering data.

## NF Certification

NF-certified cash register and invoice software, guaranteeing legally compliant documents.

## Real-time vision

Sales, purchases, payments, unpaid invoices: you can monitor customer activity continuously, without waiting for closings.

![Free access for accountants](https://go.incwo.com/wp-content/uploads/2021/05/acces-gratuit-expert-comptable.png)

## Access your customers' data free of charge

Enjoy dedicated, free and secure access to your customers' applications.

-   Track their business and financial health in real time
    
-   Stay connected to your customers and support them at all times

[Request a demo](https://go.incwo.com/en/demande-demonstration-personnalisee/)

![Accounting review](https://go.incwo.com/wp-content/uploads/2021/05/controle_comptable.png)

## Save time on pre-accounting

With incwo, simplify the bookkeeping of your customer files.

-   Integrate your customers' chart of accounts to automate export entries
-   Check sales and purchasing data before transferring to accounts
-   Follow-up of banking operations, reconciliation and lettering

[Learn more](https://go.incwo.com/en/experts-comptables/pre-comptabilite/)

## Simply collect accounting data

Data and receipts: transfer all the data into your accounting software.

-   Retrieve your customers' sales, purchasing and banking journals in Excel or CSV format, all at the click of a button
-   Access social data for payroll preparation: payroll data, vacations, expense reports, etc.

[test it now](https://www.incwo.com/account/new_account?plan=freetrial)

## Strengthen your role as co-pilot to the manager

Digitizing flows frees your accounting firm from time-consuming tasks. Assert your position as a strategic partner and focus your energy on fundraising, growth, acquisitions, financing or crisis management: incwo gives you the key information to advise your clients well

-   Support for managers
-   Decision-making support

[Request a demo](https://go.incwo.com/en/demande-demonstration-personnalisee/)

## incwo takes care of everything

-   Invoices created in full compliance with Factur-X EN 16931 format.
-   Connected APs (Authorized Platforms) will transmit and receive e-invoicing and e-reporting to the tax authorities.

[Learn more](https://go.incwo.com/en/experts-comptables/facturation-electronique-pdp/)

## Simplify accounting processing day-to-day

## Accounting review

Check records for consistency and anticipate accounting anomalies before closing.

## Bank reconciliation

Synchronize your customers' bank accounts via incwo to control financial flows and balance entries

## Payroll preparation

Retrieve payroll variables (bonuses, hours, absences, etc.) in a structured way to edit salaries.

## Cash Flow Forecast

Anticipate cash flow tensions, detect delays, and propose solutions immediately.

[Request a demo](https://go.incwo.com/en/demande-demonstration-personnalisee/)

## Quotations, invoices, purchases... everything is entered on the customer's side,<br>everything is automatically retrieved on the firm's side.

- Contact database

Centralization of customers and suppliers for better tracking of purchases and faster invoicing.

[View contact management](#)

- Quotes & invoices

Autonomous document creation, dispatch and follow-up. Compliant data, ready for accounting.

[Discover the billing tool](#)

- Expenses

Simple recording of purchases and business expenses. Receipts available without reminders.

[Find out more about entering expenses](#)

- Pro account & cash flow

Real-time monitoring of cash receipts and cash flow. Data directly usable by the firm.

[Discover the pro account](#)

- Products & inventory

Intuitive management of part numbers and stock levels. Reliable information for consistent entries.

[See inventory management](#)

- Connected POS

Fully compliant receipt and ticket editing. Automatic synchronization of sales with accounting.

[How the connected cash register works](#)

[test it now](https://www.incwo.com/account/new_account?plan=freetrial)

![left-quote-testimonial-incwo](https://go.incwo.com/wp-content/uploads/elementor/thumbs/left-quote-testimonial-incwo-qzt5zssj1jblfv5aatsrpmg0jt97fgz66xeozxjgs6.png)

> I've been using it for more than ten years now. The system works very well, support is responsive, at a price that remains very reasonable...
> — Christophe Agnus, Opinion collected on Facebook
> After weeks of research and testing, we chose it. Why? Scalable, complete and above all excellent value for money for several users, plus an available customer service that solves your issues quickly!
> — Franck Nolorgues, Opinion collected on Google
> One word COMPLETE, simple to use, you can manage everything on the same platform. You can access it anywhere, and work with ease.
> — Brice Privat, Opinion collected on Facebook
> It was hard for me to find a 100% cloud ERP to manage my invoices & quotes and my partner or wholesaler relationships. It stood out from every other offer currently available on the market...
> — Starcom Multimedia, Opinion collected on Google
> Very good ERP for small businesses, especially for iPad cash register, product catalog management and inventory management.
> — Pierre Antonio, Opinion collected on Facebook
> An entrepreneur for more than 6 years, I use it for my invoices and to track my cash flow. This software is easy to use and saves me precious time when invoicing my customers
> — Pegguy KONO, Opinion collected on Google
> Great software, once everything's set up, it saves a lot of time. What's more, it's really customizable, and when you have a question, the team responds quickly. I'm happy with the choice.
> — Elodie Salban, Opinion collected on Facebook
> I've been using the service for almost 10 years, quality service, professional, clear and easy to use, a real trustworthy tool for management and invoicing, I recommend ++++
> — Damien Mazaudoux, Opinion collected on Google
> Great software, I don't think I could do without it! Saves me a lot of time, and the service is always friendly and welcoming.
> — Geoffrey Riera, Opinion collected on Facebook
> We've been using Incwo for several years now, as it's an excellent CRM SaaS solution for its quality/price ratio. It's a highly customizable platform with hundreds of apps available to adapt the service to the needs of each company in our group ...
> — Elodie Sgs, Opinion collected on Facebook

![right-quote-testimonial-incwo](https://go.incwo.com/wp-content/uploads/elementor/thumbs/right-quote-testimonial-incwo-qzt5zvm1mh7tq8orqb7oq4vojohv651fornzbi7096.png)

*15-day free trial*

## Find out how incwo can help you <br> automate the customer billing process.

- without obligation
- NF-certified software
- Expert accountant access included

[See our offers](https://go.incwo.com/en/tarifs-et-comparatifs/)
