Frequently asked questions

Visit our website and click 'Sign Up'. Enter your email, create a password, and follow the verification steps. You'll be ready to use Effitrio in minutes.

You'll need your business name, email, and basic contact information. You can add more details like your logo and tax ID later in the settings.

Yes, all users start with a free tier. You can upgrade to Pro at any time to access additional features.

Go to Invoices → New Invoice. Fill in the client details, add line items with quantity and rate, set the due date, and save. You can then send it directly to your client.

Yes, you can set up recurring invoices for regular clients. The system will automatically create new invoices on the schedule you define.

Yes, every invoice can be downloaded as a PDF for your records or to share with clients.

Go to Expenses → New Expense. Enter the amount, select a category, add a description, and set the date. Optionally upload a receipt image or PDF.

Categories include Travel, Meals, Tools, Software, Office, and Other. You can customize these in settings.

Yes, you can attach receipt images (PNG, JPG) or PDFs to each expense. This helps with record-keeping and tax documentation.

Go to Finance → Expenses tab. You'll see a summary of your expenses by category, date range, and total spending.

Go to Clients → New Client. Enter the client name, email, phone, company details, and any custom notes. Save to add them to your client list.

Yes, when creating an invoice, you can select a project from the dropdown. This helps organize your work and track which project each invoice is for.

Set a budget when creating a project. Effitrio will show you the estimated vs. actual spending as you create invoices linked to that project.

We offer a Free tier for basic features and Pro tier for advanced features like recurring invoices, AI insights, AI Assisted workflows and priority support.

Yes, you can upgrade or downgrade your plan at any time. Changes take effect immediately.

Yes, annual billing comes with a 20% discount compared to monthly billing.

You can cancel anytime from your account settings. Your data will be available for 30 days before it's deleted.

Yes, we use industry-standard encryption (SSL/TLS) to protect your data in transit and at rest. Your workspace is completely isolated from other users.

Yes, you can export your invoices, expenses, and client data in machine readable JSON format from the settings.

Effitrio is built for businesses that need strong EU data protection. Your workspace is private to your team, you can download your data anytime from Settings, and you can close your account when you no longer need the service. Our Privacy Policy explains how we handle personal data and how to contact us with privacy questions.

Effitrio is GoBD ready. For businesses in Germany, Effitrio helps you maintain a clear, traceable invoice history. Once an invoice has been sent, it remains on record in its original form. If you cancel an invoice, you document the reason and the original document stays available for your audit trail. We recommend confirming retention settings with your tax advisor so they match your business.

Click 'Forgot Password' on the login page, enter your email, and follow the reset instructions sent to your inbox.