Evoliz review: online invoicing and business management software
is an online invoicing and business accounting management software. Available in the form of a subscription, Evoliz is therefore a tool that requires no installation on your computer and works 100% securely online.
In this article, we will see in detail who Evoliz is and what the main features of this tool are.
Presentation of Evoliz
The Evoliz commercial management software simplifies online invoicing for He Tuber with the centralization in the same tool of sales documents (invoice, deposit, credit note, quote, etc.) and purchasing documents with supporting documentation (collected by scan, photo, email, PDF invoice, etc.), as well as connecting a bank account for real-time cash flow monitoring.
Behind Evoliz, we find the company Triiptic which is a French company on a human scale, made up of around twenty employees. Easily reachable by email or non-premium telephone, the team listens to its customers and there are also numerous help videos and tutorials on the site to help you understand the tool easily.
You will love the management! This is the Evoliz slogan. As you will have noticed, the Evoliz logo is a banana! Quite simply because we can manage and have fun!
Rather original and different, Evoliz stands out with an offbeat tone and a rather fun visual identity that reflects the promise of the tool: Easy to use and an all-in-one tool! A little humor in a sometimes somewhat gloomy world of accounting! But rest assured, this has no impact on the reliability of the software which is certified !
Evoliz features
Evoliz has several features that we generally expect from online invoicing software but also very practical functions that are not found in all business management tools. There are many online solutions for invoicing that cover the essentials in terms of quotes/invoicing but generally do not offer accounting and cash flow management. It is the strength of Evoliz to offer you software that will cover all your management needs.
To get started, we recommend that you watch this video which briefly summarizes the functional coverage of Evoliz:
Here are the main features offered:
Monitoring dashboard (invoices, collections, etc.)
Personalization of all your documents (quotes, invoices, etc.) with logo, header or even background
Sending documents by email with tracking or by mail
Database of prospects, suppliers and customers
Acceptance/Refusal of quotes in 1 click by the customer (you are notified by email of the action)
Sending quotes by email with tracking (opening messages, viewing documents)
Sending quotes/invoices by mail possible
Management of purchase orders and delivery
Creation of web links for all your documents replacing any attachments
Possibility for the customer to start a conversation about quotes/invoices
Transformation of quotes into invoices in 2 clicks
Management of deposits
Management of your purchases (drag&drop of your expense documents, automatic character recognition, etc.)
VAT management
Multi-currency management
Online payment of your quotes and invoices by credit card
Payment by automatic debit of your invoices
Monitoring and reminders of unpaid debts
Recurring billing
Integrated CRM with email or SMS reminders and sales pipeline management
Item catalog and stock management
Customizing the interface with your logo and colors
iOS and Android mobile application for managing your expenses (taking photos of your receipts for example, etc.)
Synchronization possible with Dropbox to save all your documents
Easy access to your accountant to retrieve documents
Automatic synchronization with your bank
Easy and automatable bank reconciliation
We particularly appreciate at Evoliz the possibility of synchronizing your bank account and very easily making bank reconciliations with the documents created in the tool. Furthermore, accepting a quote in one click by customers is very practical and avoids the painful back and forth of signed documents to print or scan and then send.
Another strong point is the possibility of setting up automatic recurring billing, practical when selling subscriptions. Finally, it is very nice to be able to offer payment by credit card directly from your invoices. The tool connects to different payment systems including Paypal, PayPlug, Stripe and PayZen. Saving time for your customers and for you!
Evoliz prices
Evoliz is marketed in the form of monthly or annual subscriptions (-10%). 30-day free trial with no obligation is offered. Then three plans are available from €12.60 excluding tax per month. We recommend the “Banana Split” formula which allows you to obtain most of the features for a very reasonable cost of only €27 excluding tax per month. A very competitive offer compared to the competition and the many features included.
These prices only include a single user + access for your accountant. To have multiple accesses, the cost is €4.50 excluding tax per month per additional user.
For more details on prices,
Our opinion on Evoliz
Evoliz is an excellent all-in-one online solution for the commercial management of your business. Thanks to the 30-day free trial without obligation, you have every interest in trying and making the tool your own. Subscriptions are very affordable and position Evoliz among the cheapest accounting software on the market while being very complete.
In addition to the numerous resources available (including videos) to master the software, the team regularly offers video demos to get you started.
