Less retyping, more control over your clients
For accounting firms, auditors, and financial advisors. Modulario automates document intake and capture, tracks client deadlines, and connects to Pohoda, Kros, and OMEGA — so you can spend time on professional work, not data entry.
Problems Modulario solves
- Clients send documents as photos via WhatsApp, as PDFs by email, and as a stack of paper at month-end
- Half the working day is spent retyping invoice data into the accounting system
- VAT, corporate income tax, and reporting deadlines live in a shared Google Calendar — and things still slip
- During audit we hunt for contracts in email, SharePoint, and the physical archive
- Each client has a different process, but it's not written down — covering for a colleague is painful
- Retainers and time-and-materials are billed manually at month-end — it takes 2 days and errors are common
How Modulario helps in practice
Document capture from email and scanner
Clients send invoices to a dedicated email address or photograph them on mobile. Modulario recognizes VAT ID, amount, reference, VAT, and line items, and prepares the entry for the accountant to review.
Client portal for document collection
Each client has their own interface to upload receipts, invoices, and statements. You see what's missing before VAT closing, they see what you've processed.
Tax and reporting deadline tracking
VAT, corporate tax, control statement, EC sales list — every deadline has its status, owner, and automatic reminders 7 and 2 days ahead.
Contracts and powers of attorney register
Client contracts, tax-authority powers of attorney, GDPR agreements — all in a structured register with expiry alerts and version history.
Retainer and T&M billing
Retainers bill automatically. T&M items (payroll runs, VAT, special tasks) are added from time records. The invoice with payment QR goes out without accountant intervention.
Standardized work procedures
Client onboarding, monthly close, annual closing — every process has a checklist, owners, and an auditable record. Covering for a colleague is painless.
Recommended Modulario stack for your industry
Typical integrations for the industry
- Pohoda
- Money S3
- Kros OLYMP
- Kros ALFA
- OMEGA
- Datev
- Tax authority (eDane)
- Superfaktura
- Tatra Banka
- Microsoft 365
Estimate for your industry
Implementation from EUR 8k for standard customers. More complex scenarios (multiple offices, specific integrations) can be substantially higher. Monthly service EUR 120–280. Simpler projects take 2–3 months (6–12 weeks), more complex 3–6 months, specific 6+ months. We'll prepare an exact quote after analyzing your processes.
See full pricingČasto kladené otázky
Do you have integrations with Pohoda, Kros, and OMEGA?
Yes — we connect to Pohoda, Money S3, Kros OLYMP/ALFA, and OMEGA. Captured documents go to the accounting software in XML or ISDOC, no retyping.
How accurate is document capture?
On Slovak and Czech invoices we achieve 95%+ accuracy on the header (VAT ID, amount, reference, VAT) and 85%+ on line items. The accountant always approves before posting; corrections train the model for that specific supplier.
How do you handle GDPR for client data?
We host in the EU, with data encrypted at rest and in transit. We sign DPAs with you and your clients, and configure retention policies in line with the law on archiving accounting documents.
Do you support electronic signing of contracts and powers of attorney?
Yes, we integrate with qualified e-signature providers. The client signs the power of attorney via an email link, the version is stored in the register.
Can we work offline during short outages?
Modulario is cloud-based and requires an online connection. For planned outages (maintenance) we send a notice in advance. We guarantee 99.5% SLA availability.
How many clients can one accountant realistically manage in Modulario?
Our customers typically handle 30–50 active clients per accountant, versus 15–25 before. The biggest savings come from document capture and deadline tracking.
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