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Your whole business in one solution

Accounting, CRM, AI, chatbot & communication — all in IDup, one login.

Accounting & Finance

AccountingModern accounting→Receipt CaptureAI scan → booked→Invoicing & PaymentsInvoicing & Payments→Payroll & SalaryLohnbuchhaltung→Tax FilingSteuern→Annual StatementsJahresabschluss→Reports & InsightsBerichte→Tax Advisor WorkspaceFor tax advisors and their clients→Fiduciary ManagementFor fiduciary mandates→Swiss QR InvoiceCustomers scan and pay→

CRM & Sales

Customer DataCRM · 360°→Lead ManagementLeads & Pipeline→Estimates & ContractsEstimates & Contracts→Projects & TasksProjects & Tasks→Tickets & SupportHelpdesk→Calendar & TimeTermine & Zeit→Client PortalClient Portal→Shop / eCommerceOnline-Shop→

AI, Chatbot & Social

AI AssistantKI-Assistent→AI ChatbotChatbots bauen→Social Media AgentAI-generated posts→Automated WorkflowAutomatisierung→

Inbox & Communication

Digital MailboxDigital Mailbox→InboxWhatsApp · SMS · E-Mail→Social Media InboxTelegram, FB, Insta→Marketing & CampaignsOmnichannel→

Team, Admin & App

Employee ManagementMitarbeiter→User AccessRechte→Integrations & APISchnittstellen→Multiple Companies / One accountSeveral companies, one login→Document VaultDokumente→Cloud AccessÜberall→Mobile AppiOS & Android→My Account (free)Free personal account→

Connect & Collaborate

Team & Client AppInvite your team and your customers→Company ChatWrite to employees and customers→Online BookingCustomers book themselves→Time TrackingWorking hours with approval→Push NotificationsStraight to the mobile phone→

One app for your company, your staff and your customers

Every product also runs in the app: the company stays in control, staff record time and chat, customers see invoices and book appointments. Customer app free for your customers.

See the Team & Client AppSee the Mobile App
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All-in-One Accounting, Payroll & Digital Finance — Simplified

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