Time & Billing

ALTIS FINANCIALS
Working with units or time, different rates per client or group of companies or even with fixed cost clients, with Altis you can manage every aspect of your time spent per project or service.

Time & Billing Features

Rate per personnel

Input the hourly rate for each personnel in your firm and get automatic calculations of the actual cost of tasks.

Price Catalogues

Create standard price catalogues and assign them to each project and/or contact.

Multicompany/Multicurrency

Issue invoices for multiple legal entities managed by your firm, in any currency, and benefit from automatic exchange rates.

Client Accounts

Manage any client funds residing in clients’ accounts in banks with full reporting capability.

Notifications

Receive email notifications for pending invoices and payments made for the projects you are involved in.

API Integrations

Integrate Altis with any third - party accounting software you use and get automatic exchange of information.

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Explore all features

Practice management

Manage your daily practice efficiently and never miss a deadline using a personalized dashboard for each member of the firm but also through comprehensive reporting regarding tasks that expire soon.

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Entity Management

Manage your end-to-end corporate, compliance and entity management processes and generate important reports.

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Know your client (KYC)

Reduce the risk of Money Laundering and financial fraud, avoid administrative fines and stay compliant with ICPAC’s /CySEC’s guidelines.

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Document management

Build your firms online document repository for any client, being a physical person or legal entity, with full text search capabilities, custom tags and metadata.

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AML Screening

Check whether your clients are included in PEP's, Sanctions and other international lists to identify potential risks during the onboarding process.

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Pricing

Basic

€19

Per user/month

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Everything in Basic:

  • Tax Calendar Deadlines
  • Timesheet
  • Contact Management
  • Real Expenses
  • Document Management
  • Office Add-ins
  • Calendar
  • Tasks, Reminders
  • View Access to all KYC info and Invoices
Standard

€29

Per user/month

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All features of Basic plus:

  • Invoices
  • Receipts
  • Client Money Management
  • Debt Collection
  • Financial Reporting
  • Accounting Integrations

Full

€49

Per user/month

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All Features for Standard plus:

  • KYC Document Management
  • Expiration notifications
  • Risk-Based Approach built-in Questionnaire
  • Corporate Administration
  • Officials History
  • Capital Management

Altis is offered as a service and is used online through the cloud, so there is no installation needed. Altis fees are monthly based on the number of users and modules chosen, with the starting price of 19 Euros + V.A.T.

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