NEW: Create invoices with Kontist
NEW: Kontist Invoicing is live on the Web App 🎉
Now you can create invoices with Kontist that are automatically matched with your incoming banking transactions. Log in to the Kontist Web App to check out how:
✔️Your invoices are automatically matched with your transactions and marked as paid
✔️ You can create invoices with your logo plus export them as PDF
✔️ You can track at all times the status of your invoices
Go to the Kontist Web App on your desktop to create your next invoice.
You can create an unlimited number of invoices if you are on a Premium plan, and up to 2 invoices a month if you are on a Basic Plan.
You are welcome to send us feedback. Our product team is gathering your comments so that we can see which further functionalities are most important for you. At this Initial version of the feature, however, our goal was to provide you with a simple invoicing tool that costs you nothing extra.
NEW: Display transactions with missing receipts 🧾
See at a glance which of your transactions are still missing receipts. Simply tap on the search icon in the upper right corner in the app:
Are you on a Duo, Premium or Free plan?
✔️ View transactions for which receipts are still missing
✔️ Save yourself the hassle of manually searching for transactions without receipts
Are you on a Tax Service plan?
✔️ Have missing receipts displayed that are relevant for your VAT declaration
✔️Get a push notification reminding you to upload receipts on time for the VAT declaration
The function is currently only available in the latest version of the Kontist app as well as on the Desktop App.
New desktop features of the Kontist Web App:
Do you prefer managing your online banking on desktop? We have great news for you. These mobile app features are now also available in the Kontist Web App.
- Attach invoices to your transactions through upload or drag and drop
- Categorize your transactions with a few clicks
- Download the transaction confirmation as a PDF file
- Add a personal note to your transaction (e.g. visible on your bank statement for your tax advisor or for the Kontist Tax Service operation team)
- You will also see the badge that indicates when the transaction was already categorized by the tax operation team
New: Receipt scanning 🧾✔️ + Transaction notes
New: Bookkeeping becomes paperless: with Kontist receipt scanning
From now on you can easily digitize and manage your receipts and invoices directly in the Kontist app.
How does receipt scanning work?
For each transaction you will receive a push message reminding you to scan the receipt. This way, you can manage your receipts and invoices in real time, even on the go. You can disable push notifications that remind you about receipt scanning at any time in the notification settings of the Kontist app. Simply choose which notifications you want to receive.
What’s so great about receipt scanning?
Receipt scanning means less paperwork. Storing paper receipts is now a thing of the past. Instead, you can simply keep all your receipts in the Kontist App. If you work with a tax consultant, you can add a note to each transaction to explain your expense, which will be then visible on your bank statements.
How can I get started with this?
It’s very simple. Log in to the Kontist app, choose a transaction and add a PDF or a photo of your receipt. You can also delete or add several receipts to your transaction.
Can I download all receipts at once?
Not yet, but soon. We are working on a new feature to make the CSV export with batch download of all receipts and invoices available to our premium users. This way, you will be able to export them in just a few steps at the end of the month and send them to your tax accountant.
Until then, you can download your receipts and invoices individually by clicking on the “share” button.
New: Tax advisory for the self-employed 😃
Delegate all your monthly bookkeeping & tax related tasks to Kontist Tax Advisory service: Paper-free and with little effort from your side.
Limited number of spots left for our special offer: €99 instead of €149 per month!
What is Kontist Tax Advisory exactly?
Tax Advisory from Kontist is a digital and experienced tax consultant that completely takes over your bookkeeping & taxes.
Do I get human support or is it automated?
Tax advisory and service is provided by our human operators. You can call our hotline anytime you have questions.
What is different to a regular tax advisor?
The effort from your side is minimized. You just need to use your Kontist banking app for all your business transactions and upload receipts or invoices to match them, and the rest will be done by the tax operation team. They will contact you, if they need additional information. And you can always reach them via the hotline.
What is included in the service?
Monthly bookkeeping, communication with the Finanzamt, VAT advance payments, yearly tax declaration, VAT, income tax and trade tax.
How to sign up?
Find more information & sign up here.