Invoices with Pro
Bring in tracked time, check line items and export an e-invoice.
AI imageFINANCE
At month-end, you know what remains.
Quotes, invoices and e-invoices — connected to project hours, budgets and receipts.
Income & expenses at a glance · E-invoices with Pro
The finance area at a glance
01 / FINANCE
Receipt in. Project attached.
Klausi reads amounts and details from a photo or PDF. You check the data and assign the receipt to a project.
CAFÉ WERKSTATT · RECEIPT
€48.90
Read the details. Check and assign.
- Category
- Business meal
- VAT · reviewed
- 19 %
- Project
- Studio Hess
EXAMPLE · You check the receipt and its assignment.
02 / HOW IT WORKS
From receipt to invoice.
A clear process. Everything stays connected to your Klausi workspace.
- 01
Upload a receipt
Add a photo or PDF. Klausi extracts the details for you to review.
- 02
Check the assignment
Add the project. Income, expenses and travel costs stay together.
- 03
Create an invoice
With Pro, create and send PDF, XRechnung or ZUGFeRD invoices.
03 / FINANCE
Bill today. Plan tomorrow.
Track outstanding payments and plan reserves. Your forecast connects income, expenses and recurring costs.
Travel expenses for free
Assign travel, accommodation and receipts to the project.
Reserves & forecast
Plan for taxes and review your monthly or yearly outlook.
Feature overview
What the finance area can do.
Honest, no fine print.
Overview
- Income, expenses, and balance per month
- Forecast and view of upcoming months
- Month switcher and account balances
Receipts
- Upload a photo or PDF
- Amount, vendor, and date are detected
- Category is suggested — you confirm
Invoices · Pro
- Mandatory details per §14 UStG
- Sequential numbers, status through paid
- Export as PDF, generate from hours
- E-invoice: XRechnung & ZUGFeRD (EN16931)
- Automatic email delivery (Pro)
Tax & small business
- Small-business mode (§19, no VAT)
- Tax & KSK as reserve categories
- VAT rates per invoice line
Travel expenses
- Log trips, mileage, and receipts
- Export per trip or period
- Included in the free tier
Export & tax advisor
- CSV export for your tax advisor
- Issued invoices immutable + log
- Data GDPR-compliant on EU servers
Your start
Organise your finances. Expand as needed.
Track travel expenses
€0
Assign travel costs and receipts to your project.
Invoices with Pro.
Create, export and send PDF, XRechnung or ZUGFeRD invoices.
Compare plans and featuresYour numbers. Finally together.
Start your finance workspace for free. Add invoices and e-invoices with Pro.
No credit card · Free stays free
Frequently asked questions
Still wondering? Let’s clear it up.
Visit the help centreWho is Klausi for?
For the self-employed, creatives, and small businesses who want their bookkeeping under control without chaos — and want to see what truly remains at month-end.
Is Klausi GoBD-compliant?
Issued invoices are immutable and logged, receipts are stored audit-proof. That keeps your records ready for a tax audit.
Does Klausi replace my tax advisor?
No — Klausi prepares. Receipts, invoices, and reports sit neatly together, and you export them as CSV. Your tax advisor gets numbers instead of notes.
Can I write invoices directly in Klausi?
Yes, with Klausi Pro. Mandatory details under §14 UStG, sequential numbering, and the status from draft to paid stay in one workflow. Creating, editing, and exporting as PDF or e-invoice are Pro features.
Does Klausi create e-invoices (XRechnung, ZUGFeRD)?
Yes, with Klausi Pro. Klausi generates EN16931-compliant e-invoices as XRechnung (XML) and ZUGFeRD (PDF with embedded XML). Generation, download, and email delivery are part of Pro and are also unlocked during the Pro trial.
Can I send invoices from my own domain?
Yes. With Pro, Klausi sends invoices directly by email. Connect your own domain (a one-time DKIM verification) and the email visibly comes from your address — not from Klausi. Until verification, Klausi sends from support@klausi.app.
Does import/export with DATEV or Lexoffice work?
Native DATEV or Lexoffice import/export is not available yet. DATEV export is coming soon. For your tax advisor, you currently export your numbers as CSV; existing data can be imported via CSV.
Is Klausi suitable for small businesses (§19) — and does it do the EÜR?
Yes, there’s a small-business mode (§19): invoices without VAT. Klausi doesn’t generate a finished EÜR — you export the basis for it as CSV.
What does the finance area cost?
The finance and invoice overview remains readable on Free. Creating, opening, or editing invoices, exporting them as PDF, XML, or ZUGFeRD, and sending them by email are part of Pro. Travel expenses remain free.