All-in-One Modern Accounting & Digital Finance — Made Simple

ALL-IN-ONE BUSINESS SOFTWARE

Accounting, CRM & AI — your whole business in one login

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Trusted by 1,000+ teams worldwide

HOW IT WORKS

Everything your business needs, in one platform

Stop juggling five tools that don't talk to each other

Accounting that runs itself

Snap receipts, send invoices, reconcile payments and prepare taxes — the AI handles the busywork while you see revenue, open items and cash flow in real time.

Customers & sales, end to end

Capture leads, send quotes, run projects and solve tickets — your full CRM connected directly to invoicing and your inbox, so every team has the complete context.

AI & automation that work for you

IDup AI handles tasks on command, the chatbot answers customers around the clock, and automations take care of recurring work — like an extra team member that never sleeps.
CORE FEATURE · RECEIPTS

Snap a receipt — booked automatically

A photo or PDF is enough: the AI reads vendor, amount, VAT and date, assigns the right account and books it correctly — archived audit-proof and searchable in seconds.
CORE FEATURE · IDup AI

Your AI assistant for all of IDup

Just ask in plain language: IDup AI searches customers, invoices and projects, creates records, prepares reminders and explains every area — with every action shown for confirmation first.
CORE FEATURE · INBOX

Every channel in one inbox

WhatsApp, SMS, email and social come together in one shared team inbox — assign messages, reply faster with templates and AI suggestions, and see every conversation right on the customer.
Revenue (month)CHF 68.9k
Receipts booked1,240
OpenCHF 12.6k
VAT ready100%
Accounting & Finance

Books that keep themselves

Photograph a receipt, send an invoice, reconcile a payment — IDup's AI captures it, categorizes it and posts it to the right account automatically. You always see revenue, open items and cash flow in real time, without a single spreadsheet or a call to your accountant.

  • AI receipt scan & automatic booking
  • Real-time P&L, balance sheet & cash flow
  • VAT & taxes correct all year — one-click export
Explore accounting →
CRM & Sales

Every customer, one connected view

Capture leads, send quotes, run projects and solve tickets — your entire CRM is connected directly to invoicing and your shared inbox. Every team sees the full context of each customer, so nothing slips through the cracks and no one has to repeat themselves.

  • Leads & pipeline to closed deal
  • Quotes, contracts & e-signature
  • 360° profile linked to invoices & messages
Explore CRM →
Muster AGWon
Nova GmbHProposal
Alpine StudioLead
Berg & Co.Invoiced
Delta Ltd.Negotiation
Hi 👋 I can search, create, book & explain. What do you need?
Show me the open invoices
3 open invoices, total CHF 12,600. Shall I prepare reminders?
AI & Automation

Your AI teammate that never sleeps

Ask IDup AI in plain language and it searches, creates and books for you — every action shown for confirmation first. The chatbot answers customers around the clock, and automations handle the recurring work: reminders, follow-ups, onboarding. Your team gets back the hours that used to disappear into admin.

  • IDup AI: search, create, book, explain
  • No-code chatbot trained on your data
  • Automated workflows across every app
Explore IDup AI →

Built for your business

From solo founder to multi-client firm

Whether you file your private taxes, invoice as a freelancer or run dozens of mandates as a trustee – IDup grows with you.

1,000+
Teams worldwide
1 Login
for your whole company
27
Languages
Worldwide
GDPR-compliant & secure

Ready to simplify your business?

Start free – the entire IDup platform in one login, no credit card required.

Start free
CUSTOMERS AT THE CENTER

Why teams trust IDup

Robert Fox

Managing Director

Finally everything in one place — accounting, customers and communication. IDup saves us hours every week.

Courtney Henry

Self-Employed

I snap a photo of a receipt and the AI books it correctly. My bookkeeping has never been this easy.

Cody Fisher

Head of Sales

From lead to invoice in one system. Our overview of customers and revenue is dramatically better.

Annette Black

Agency Owner

Customer conversations across WhatsApp, email and social, all in one inbox — my team loves it.

QUESTIONS & ANSWERS

Frequently Asked Questions

What can I do with IDup?

IDup unifies accounting, invoicing, CRM, projects, support, an AI assistant, chatbot and a shared inbox (WhatsApp, SMS, email, social) — plus a mobile app, all in one login.

Do I need any prior knowledge?

No. IDup is built so you start right away — no accounting or IT background needed. The AI handles the busywork while you stay in control.

Is my data secure and GDPR-compliant?

Yes. IDup is GDPR-compliant, with encryption in transit and at rest, on secure infrastructure serving customers worldwide.

How is IDup's receipt capture different?

Snap a photo or upload a PDF — the AI reads vendor, amount, VAT and date and books the expense correctly, archived audit-proof and searchable in seconds.

Is everything really in one login?

Yes — accounting, CRM, AI, chatbot and communication are one platform with one login, no hidden extras.

Can I connect IDup to my existing tools?

Yes, through an open API and ready-made integrations; the shared inbox also brings WhatsApp, SMS, email and social together.

14-Day Free Trial

Ready to simplify your business?

Download on the App StoreGet it on Google Play
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All-in-One Accounting, Payroll & Digital Finance — Simplified

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