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Finance and administration

Finance admin without retyping anything

From quote to payment in the same document. Deposits are collected from the web quote, expenses are approved from a phone and your connected ERP issues the invoice with its own numbering.

Request a demo See how it is set up

The problem

From quote to payment, without retyping

Admin staff copy the sales rep’s order by hand, chase deposits by phone and approve expenses by email. Contract expirations are discovered after they have passed.

Processes you set up in attendo

  • Quote, order and delivery note linked, with numbering series per issuing company
  • Deposits collected with attendo Pay through your payment gateway, or by bank transfer with proof of payment
  • Expense reports with a photo of the receipt and approval by link from a phone
  • Contracts with a term, an hour bank and a renewal alert as far ahead as you choose
  • Invoicing in your connected ERP: attendo prepares what is billable and the ERP issues the invoice
  • Profitability per customer and contract: what was invoiced through your ERP against hours, materials and travel

How it is set up

A typical process, step by step

With document types, flows and checklists you configure without code.

  1. Step 1

    The order arrives ready

    The accepted quote becomes an order with its lines linked. Nobody retypes it.

  2. Step 2

    The deposit is collected once

    The customer pays from the web quote with attendo Pay or uploads proof of payment. “Record payment” marks the document as paid.

  3. Step 3

    Expenses are approved on a phone

    The expense report comes in with a photo of the receipt. The approver signs off by link, with a code.

  4. Step 4

    The ERP invoices

    attendo sends the document to the ERP and locks it. The ERP issues the invoice and the official number comes back automatically.

Modules

What it is built with

Business documents

Quotes, orders and delivery notes in sequence; invoices in your ERP

See Business documents

attendo Pay

Collect deposits and payments online through your own gateway

See attendo Pay

ERP integrations

Odoo, SAP Business One, Business Central and Holded, connected

See ERP integration

attendo Flows, Business Process Flow (BPF) and AI-Flows

Flows, phased processes with approvals, and AI inside the flow

See Flows and AI-Flows

Quote management and web quotes

Quotes with options that the customer opens, picks and accepts

See Web quotes

Frequently asked questions

Frequently asked questions

Is attendo an ERP?

No. attendo is not an ERP or accounting software. It prepares what is billable and connects natively to Holded, Odoo, SAP Business One or Business Central, which issue the invoice with their official numbering. Other ERPs connect through API v4.

What if I do not have an ERP?

To invoice, you need a connected ERP. attendo prepares what is billable, and the ERP issues the invoice and handles the tax filings. There are native connectors for Odoo, SAP Business One, Business Central and Holded.

Does the customer’s card go through attendo?

No. The payment is made through your gateway. For a saved card, attendo only keeps the brand, the last four digits and the expiry date.

Other departments

The same system, across the whole company

Quality controlNonconformities with cause, action and evidence Human resourcesOnboarding and offboarding without missing a step Regulatory complianceWhistleblowing, controls and evidence in one place Engineering and projectsProjects, changes and revisions with approval PurchasingPurchases approved, ordered and received, with a trail Internal IT and employee help deskEmployee support, with SLAs and assets

Request a demo

Tell us about your process

We will show you how the finance and administration process you want to organize looks in attendo, with your document types and your approvals.

  • With your operation, not a generic demo
  • A real person from our team replies
  • No cold calls afterwards

Would you rather talk first?

Which area do you want to see in the demo?

With your work email we prepare the demo around your case.

In one or two sentences.

If you chose Maintenance (CMMS)

If you chose Field work (Field Service)

If you chose Facility Management

If you chose any other area

Only if you would rather we call you.

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What happens when you send it. Someone from our team reads what you tell us and writes to you to agree on a time for the demo. Our hours: Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM, Spain time.