Customers & contacts
Customer data, contacts and history stay available in one place so invoices, quotes and follow-ups move faster.
VerwaldoBusiness software for operational clarity
Business software that brings your back office together.
For
Verwaldo brings quotes, invoices, customer management, cash accounting, products, stock, suppliers, orders, tasks and appointments together in one focused business platform.
All plans include a free trial period of 8 days
CRM & customer managementQuotes & invoicesTasks, appointments & notes
CRMManage customers, contacts and history clearly
PDFCreate quotes, invoices and templates as documents
TeamWork together on tasks, appointments and business workflows
Mobile workflows
Keep core business workflows under control on the go.
Create invoices, review customer data, evaluate income and expenses, coordinate appointments and follow up on tasks - optimized for the browser and as an installable web app.
Modules
The key administration areas in one system.
Verwaldo connects invoicing, customers, products, stock, orders, suppliers, e-invoicing, PDF templates, CSV exports, tasks, appointments, insights and AI-assisted functions without unnecessary tool switching.
Invoices & offers
Create, edit, and manage quotes and invoices for your clients. Keep track of outstanding, unpaid invoices and send payment reminders to your customers. Let Verwaldo automatically generate recurring invoices with ease and much more...
Invoice Templates
Different PDF templates for quotes and invoices help you present documents consistently and professionally.
Cash Accounting
Get an instant balance overview of paid or unpaid invoices, expenses by teammember, tax amounts and other useful data! Paid invoices are credited to your earnings in real time and all your expenses can be recorded in no time and category filtered. Exporting your data quickly via CSV to share with your accountant.
CSV Exports
CSV exports help you share customer, finance and report data in a structured way or pass it to accounting.
Products and inventory management
Verwaldo's giving you an overview of your articles and services. Predefine and manage your articles and services in a simple way. This will speed up your invoice creation, quoting process, or effortlessly create an inventory list for your annual stocktaking.
Purchase & Supplier management
Optimize your purchase management, automate recurring orders, and keep your suppliers and expenses under control with Verwaldo.
AI Assistance
With Verwaldo and AI assistance, you can generate texts for invoices, quotes, or reminder notices with just a click, and automatically determine the next logical invoice or quote number.
E-Invoice
Verwaldo supports the creation and export of e-invoices in various formats, including XML, Zugferd, and ebInterface.
Tasks & appointments
Notes, appointments and tasks connect daily work with customers, invoices and internal next steps.
Recurring Invoice
Recurring invoices help you prepare regular billing and manage it more easily in the ongoing workflow.
Insights
Statistics for income, expenses, taxes, categories and employees give you a fast view of business performance.
Workflow
From customer data to sent invoice.
Maintain customer data, select products or services, create a quote or invoice, connect expenses and orders, and keep an overview in the dashboard.
Create account01Manage customer and product data
02Create a quote or invoice
03Connect expenses, orders and appointments
04Review income, expenses and statistics
Start Verwaldo and bring invoices, customers, products, orders and tasks into one system.
FAQ
Frequently asked questions about Verwaldo.
What is Verwaldo?
Verwaldo is browser-based business software for freelancers, small businesses and growing teams. The platform connects CRM, quotes, invoices, income and expense accounting, products, inventory management, orders, suppliers, tasks, appointments and analytics.
How do I start with Verwaldo?
You can register directly and use Verwaldo in the browser or as a web app.
Which companies benefit most?
Verwaldo is especially useful for service providers, agencies, trades, consultants, freelancers and SMEs that want to combine administration in a simple cloud solution.
Which areas does Verwaldo cover?
Verwaldo covers customer management, quotes, invoices, payment reminders, e-invoicing, PDF templates, CSV exports, cash accounting, products, services, stock management, suppliers, orders, recurring orders, tasks, appointments, notes, AI assistance and statistics.