Invoices here, customers there, messages everywhere. Every piece of information is entered several times – and the overview is still missing.
The same customer and invoice data is typed into several tools.
What is still open? What was promised to the customer? The answer is spread across five tools.
Appointments, working hours and invoices run through calls, notes and emails.
Accounting, customers, communication and AI are connected in IDup. You enter everything only once – your team and your customers work in the same app.
This is how your day-to-day changes with IDup.
New · included in every plan
Invite your employees and customers with one click. They automatically get a free IDup account and the app – chat, appointments, working hours and push notifications included.
Employees and customers receive an email invitation and activate their free account themselves.
Free app accessiOS, Android and web – one password for everything, no extra licences.
Company chatWrite to employees and customers directly – one-to-one or in groups.
Appointments & online bookingCustomers book themselves, everyone sees the same calendar.
Working hoursEmployees record their hours in the app, you approve them.
Push notificationsMessages, appointments and invoices arrive straight on the phone.
One platform · one login
Instead of five tools that don't talk to each other, run accounting, sales, support, AI and communication in one place. All connected, GDPR-compliant and usable without prior knowledge.
Receipts, ledgers & closing – AI-assisted.
Invoicing & PaymentsSend invoices, get paid faster.
Receipt CaptureSnap a photo – automatically booked.
Tax FilingAuto-calculated, ready to file.
Annual StatementsBalance sheet & P&L, done for you.
Reports & InsightsReal-time numbers at a glance.
CRM & CustomersContacts, history & revenue in one place.
Lead ManagementFrom first touch to closed deal.
Estimates & ContractsCreate, e-sign, convert to invoice.
Projects & TasksPlan, assign, track time, bill.
Tickets & SupportHelpdesk with SLAs & knowledge base.
Calendar & TimeSchedules & time tracking in sync.
Client PortalBranded self-service for your clients.
Employee ManagementYour whole team, organized.
Payroll & SalarySalaries and payroll, automated.
IDup AIYour assistant: search, create, book, explain.
AI ChatbotNo-code bots trained on your data.
Automated WorkflowsRecurring work runs itself.
InboxWhatsApp, SMS & email in one place.
Social Media InboxDMs & comments, centralized.
Marketing & CampaignsOmnichannel sends & automations.
Document VaultSecure files & digital mailbox.
Integrations & APIConnect IDup to your whole stack.
Mobile AppYour whole IDup, on the go.
Photograph a receipt, send an invoice, reconcile a payment — IDup's AI captures it, categorizes it and posts it to the right account automatically. You always see revenue, open items and cash flow in real time, without a single spreadsheet or a call to your accountant.
Capture leads, send quotes, run projects and solve tickets — your entire CRM is connected directly to invoicing and your shared inbox. Every team sees the full context of each customer, so nothing slips through the cracks and no one has to repeat themselves.
Ask IDup AI in plain language and it searches, creates and books for you — every action shown for confirmation first. The chatbot answers customers around the clock, and automations handle the recurring work: reminders, follow-ups, onboarding. Your team gets back the hours that used to disappear into admin.
Built for you
One platform, four plans. Monthly billing, cancel anytime – with a 30-day free trial on every paid plan.
Personal finances and free app access to the companies you work with.
View private plans → BusinessStarting at$79 / monthAccounting, CRM and AI for companies and SMBs.
View business plans → Tax advisorsStarting at$99 / monthTax clients, deadlines and tax returns in one place.
View tax advisor plans → TrusteesStarting at$149 / monthMandates, bookkeeping, VAT and payroll for your clients.
View trustee plans →Start free – the entire IDup platform in one login, no credit card required.
Start free
Robert Fox
Managing Director
Finally everything in one place — accounting, customers and communication. IDup saves us hours every week.
Courtney Henry
Self-Employed
I snap a photo of a receipt and the AI books it correctly. My bookkeeping has never been this easy.
Cody Fisher
Head of Sales
From lead to invoice in one system. Our overview of customers and revenue is dramatically better.
Annette Black
Agency Owner
Customer conversations across WhatsApp, email and social, all in one inbox — my team loves it.
IDup unifies accounting, invoicing, CRM, projects, support, an AI assistant, chatbot and a shared inbox (WhatsApp, SMS, email, social) — plus a mobile app, all in one login.
No. IDup is built so you start right away — no accounting or IT background needed. The AI handles the busywork while you stay in control.
Yes. IDup is GDPR-compliant, with encryption in transit and at rest, on secure infrastructure serving customers worldwide.
Snap a photo or upload a PDF — the AI reads vendor, amount, VAT and date and books the expense correctly, archived audit-proof and searchable in seconds.
Yes — accounting, CRM, AI, chatbot and communication are one platform with one login, no hidden extras.
Yes, through an open API and ready-made integrations; the shared inbox also brings WhatsApp, SMS, email and social together.
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