Automation for accounting and billing

Billing and client accounts that run themselves.

We post your monthly fees, send payment reminders and match your bank statement for you. Built for accounting firms, associations and small businesses.

Book a 20-minute call See our services

Client account · Sample Client Ltd Example

Date	Description	Debit	Credit	Status
1 Sep	Monthly fee, September	€123.00		Paid
1 Oct	Monthly fee, October	€123.00		Paid
14 Oct	Bank transfer received		€246.00	Paid
1 Nov	Monthly fee, November	€123.00		Pending

The 14 Oct transfer was found on the bank statement and posted, and both monthly fees were marked as paid. Nobody touched the spreadsheet.

Payment reminder sent on 2 NovBalance €123.00

Services

Three services, one idea: less repetitive work.

We work with the tools you already use, such as Google Sheets and Gmail, and with Telegram where it helps.

For accounting firms

Automated bookkeeping

Client documents received by email or Telegram and filed in the right folder
VAT, social security and payroll tax slips sent to each company
Client accounts with automatic payment reminders

For associations, clubs and condominiums

Membership fees and payments

Fees posted every month, with no duplicates
Reminders to members by email or Telegram, with bank details and reference
Payments matched against the bank statement and marked as paid

For professionals and businesses

Cash flow management

Money in and out organised from your bank statement
Bank reconciliation against your documents
A monthly report so you can decide ahead of time

How it works

From the first call to your first month running.

1
Call
20 minutes to understand how you work today and where you lose the most time.
2
Set-up
We connect the service to your spreadsheets, your email and your bank statement.
3
Trial month
Reminders go to you first, until you confirm everything is right.
4
Every month
It runs on its own, and you get an email summary of what was done.

What changes day to day

Your billing calendar, without anyone having to remember it.

On the 1st

Monthly fees postedEvery client or member gets the month's fee, with no duplicates.

On the set date

Reminders sentEveryone receives the amount due and the details to pay it.

When you import a statement

Payments matchedTransfers are identified and posted, and the monthly fees they cover are marked as paid.

Always

A summary for youWhat was posted, what still needs your confirmation, and who has not paid yet.

About us

Software know-how and accounting practice, working together.

ExclusivEvolution is a partnership between two companies: Exclusive Evolution, a software development company, and FISAC, a management, finance and accounting firm based in Monção, Portugal.

FISAC brings day-to-day experience of what accounting firms, associations and small businesses actually need. Exclusive Evolution turns that into automations that run reliably every month. The same automations already handle client accounts and billing at FISAC.

Your data

It stays with you.

Your data stays in your organisation's own spreadsheets and email. We act as a data processor under a signed data processing agreement, as the GDPR requires.

Contact

Book a 20-minute call.

Tell us what kind of organisation you are and how you handle billing today. We reply within one business day.

exclusivevolut@gmail.com

Chat with me on Telegram(@jorgeoliveirafernandes)

Location

Monção · Alto Minho, Portugal