Modulario for accounting firms — not instead of Pohoda, but alongside it
Pohoda, Omega and iKros are excellent for client bookkeeping. Modulario addresses what these systems do not — CRM for the firm's own clients, project management, internal processes and automation of recurring tasks. It is not a competition; it is a combination.
Modulario vs. Accounting software for firms (Pohoda, Omega, iKros)
| Funkcia | Modulario | Accounting software for firms (Pohoda, Omega, iKros) |
|---|---|---|
| Client bookkeeping | Not applicable — that is the domain of Pohoda / Omega | Core functionality — certified |
| Firm client CRM | Native CRM — contacts, contracts, pipeline | Not available |
| Project / engagement management | Projects, deadlines, hour allocation | Not available |
| Invoicing firm services to clients | Native invoicing — monthly retainers, hourly rates | Not available — systems are for client accounting, not your own billing |
| Time tracking | Work time logged against projects | Not available |
| New client onboarding | Workflow — document collection, contract, setup | Not available |
| Firm-level reporting | Profitability per client, team productivity, revenue | Not available |
| Internal communication | Comments on records, notifications, task assignments | Not available |
| EU tax returns (client-side) | Not applicable — Pohoda / Omega remain for this | Certified EU compliance — core strength |
| Integration with Pohoda | Via API — client and payment synchronisation | Native environment |
| Price | Firm subscription | Licences per client count / stock volume |
| Best suited for | Firm management, CRM, project tracking | Client bookkeeping |
Kedy zvoliť Modulario
- CRM for the firm's clients — contacts, contracts, history and business opportunities
- Project management — what we are doing for whom, deadlines, hours and firm-to-client invoicing
- Internal processes — approvals, onboarding new clients, document management
- Invoicing the firm's own services — not client bookkeeping, but billing for your work
- Management reporting — team productivity, profitability and revenue per client
Kedy zostať pri Accounting software for firms (Pohoda, Omega, iKros)
- Double-entry bookkeeping for clients — that is the domain of Pohoda / Omega
- Tax returns, VAT, VAT control statements for clients — certified Central European solutions
- Payroll processing for clients — Olymp, Payroll
- Certified archiving of accounting documents for EU compliance
Frequently asked questions
Can we use Pohoda and Modulario at the same time?
Yes — and it is the recommended combination. Pohoda for client bookkeeping, Modulario for managing the firm itself. Clients and payments synchronise via API.
What exactly does Modulario solve for an accounting firm?
Client CRM management, project tracking (who-what-by-when), firm invoicing for monthly retainers and extra work, time tracking, new-client onboarding workflow and management reporting — what we earn from whom.
Does Modulario have certification for EU accounting compliance?
Modulario has native EU localisation for invoicing and fiscal POS / e-receipts. For client double-entry bookkeeping under local accounting law we recommend certified solutions — Pohoda, Omega, iKros. Modulario does not replace these systems.
How many clients can a firm manage in Modulario?
No limit — every client is a CRM record with a history of projects, documents and communications. A 50-client firm can manage this comfortably.
Time tracking — do other accounting firms use Modulario for this?
Yes. A typical setup: a project for a client includes a log of hours worked. At the end of the month, hours are converted into an invoice. The entire process without Excel.
Pripravení prejsť z Accounting software for firms (Pohoda, Omega, iKros) na Modulario?
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