Document management for self-employed people and small businesses
Use invoice details. Keep customer documents together.
Upload your invoices as PDFs, check the recognised details and copy them into your existing spreadsheet. Assign receipts, contracts and other documents to the customers and projects you need them for.
A product by Squibble. How Depono processes your documents.
- Original storage in Zurich
- A free learning pilot
- Missing values stay blank
From a PDF to your spreadsheet
Do you open invoices, look for the date and amount, and copy the details by hand? Depono puts recognised invoice details alongside the original. You check the result and put it to use.
Upload invoices
Add one or more files. You can choose a customer, project and document type during upload. The documents are accessible after upload while processing continues.
Check the details
Compare the recognised values with the invoice and correct them if necessary. Missing details stay blank, so you can see what still needs adding.
Copy the rows
Select the invoices you need and copy their details, including column headings, into Excel or Google Sheets.
The details you work with
Invoice date, invoice number, correspondent — such as the supplier or invoice recipient — gross, net and VAT totals, and currency are presented together. Invoice direction distinguishes incoming from outgoing invoices.
Depono uses explicitly stated totals. If, for example, the document does not state a net total, that field stays blank. You stay in control of the values you copy into your spreadsheet.
From a purchase to a customer job
The invoice comes from the materials supplier. Your purchase belongs to a customer’s job. In Depono, you record both: where the document came from and what you need it for.
Choose the customer and the appropriate project yourself. The quote, purchase receipts, contract and invoices then belong to the same job. Different document types remain easy to find together.
Keep an overview of larger projects too
A renovation has several areas: kitchen, bathroom and landscaping. Create subprojects for these and assign the documents accordingly.
A receipt can belong to several subprojects. It appears once in the main project’s overview. This lets you find documents for an individual task as well as for the whole job.
Fits your existing workflow
Keep using your spreadsheet and accounting software. Depono keeps documents and their details available; you decide which checked values to copy.
You do not need a connection to your CRM to get started. You create customers and projects in Depono. If needed, manage personal documents in their own area with separate settings, called a workspace.
Frequently asked questions
Does Depono replace my accounting software?
Depono helps you organise documents and reuse invoice details. You continue to handle entries, payments and closing your accounts in your accounting software. Automatic transfer of accounting entries is not part of the initial offering.
Does Depono recognise the right customer or project automatically?
You decide these assignments yourself, including for several files together during upload. This records the job a document actually belongs to.
What happens if a value is missing or recognised incorrectly?
You can check the details against the original and correct them. Missing values stay blank. Missing totals are not calculated from other amounts.
How can I try Depono?
Create an account and upload an invoice whose details you know. Check the result and copy a row into your spreadsheet. You can find the current trial terms here.
Try it with an invoice from your everyday life.
See which details Depono recognises and how you can use them in your workflow.