effitrio
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Getting Started

What Effitrio is, how it differs from a basic invoicing tool, account setup, and your first week in the product

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What is Effitrio?

Effitrio is a focused mini ERP for freelancers and small teams: invoices, expenses, clients, projects, Effi Automation, and AI-assisted workflows in one workspace. You manage money in Finance, relationships in Organization, automation under Effi Automation, and day-to-day priorities on the Dashboard.

How Effitrio is different

  • AI with approval — The assistant can prepare multi-step goals (for example reminders or checks). Sensitive steps pause for your approval before anything irreversible or client-facing runs. See AI Workflows.
  • You stay in control — Outbound actions and plans show up in the AI Action Center, so you always know what is waiting versus what already ran.
  • Your workspace, your data — Information stays in your workspace, with limits and features based on your plan.

Creating your account

  1. Open Sign up and register with your email.
  2. Complete verification if prompted.
  3. Sign in and land in your workspace — you can add company details next.
AreaWhat it’s for
DashboardSnapshot of your business, alerts, checklist, AI chat, pinned insights
FinanceInvoices, expenses, and receipts
OrganizationProjects and clients
Effi AutomationRules and Packs Effi runs for your workspace
AI Action CenterReview, approve, or reject AI goals and alerts
SettingsProfile, customization, integrations (MCP), subscription, account & privacy

Pinned insights live on the main Dashboard.

First steps checklist

The dashboard onboarding checklist focuses on getting to a sent invoice (you can dismiss it anytime):

  1. Account — You’re signed in; your workspace exists.
  2. First client — Add a client from Organization → Clients (the checklist links there).
  3. First invoice — Create a draft from Finance → Invoices.
  4. Send an invoice — Send it to your client by email from the invoice flow.

When you are ready to track costs, add expenses under Finance → Expenses — see Expenses.