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Effitrio documentation
Guides for getting started, core concepts, AI workflows, finance, organization, analytics, and help.
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Sections 4–8 are the detailed feature guides.
01 Getting StartedWhat Effitrio is and your first week in the product.02 Core ConceptsWorkspaces, invoices vs expenses, and how AI stays under your approval.03 AI WorkflowsHow goals start, show in Action Center, and stay under your control.04 Effi AutomationRules and Packs Effi runs in the background.05 InvoicesCreate, send, track status, and set up recurring invoices.06 ExpensesCategories, billable costs, and Scan with AI.07 ReceiptsUpload, AI scan, and approve receipts into expenses.08 ProjectsProjects linked to invoices and work.09 ClientsClient records and management.10 Analytics & ReportsDashboard metrics, alerts, and pinned insights.11 Settings & CustomizationProfile, branding, templates, subscription, and MCP.
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Popular guides
- Set up overdue invoice remindersDraft, review, approve, and send payment reminders with AI.
- Configure Effi AutomationTurn Rules on or off and review your Packs.
- Create recurring invoicesGenerate invoices on a weekly or monthly schedule (Pro).
- Connect MCP (Beta)Read workspace data from Cursor, ChatGPT, Claude, and similar tools.
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Short answers to common questions about billing, AI, and setup.
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