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Full Feature Overview

All 2CLICK features including Hospitality — built for smarter workflows, fewer errors and complete financial clarity.

Bank Account

Once your bank accounts are connected to our system, you gain full visibility into your opening and closing balances — with any discrepancies clearly highlighted.

You can easily monitor when the latest bank statement was imported, and all your bank accounts can be connected, even if your company uses multiple banks.

Payment Management

Creating supplier payments has never been easier. Payments are initiated directly through our platform, without needing to access your bank. As soon as an invoice or expense is posted, the payment is automatically prepared in the payment module — ready to be executed with just a few clicks.

Approval workflows can also be enabled to support a secure four-eyes principle.

Reconciliation with AI

Once a payment is processed by the bank, the transaction appears in your bank statement. Statements are retrieved according to your preferred schedule — typically daily — and display all transaction details you need. For more complex cases, integrated AI matches payment advice details with outstanding invoices — eliminating manual effort and reducing posting errors

The system then automatically reconciles transactions against open entries. Manual postings such as adjustments, currency revaluations, interest, fees, or other corrections can also be posted when needed.

Partial payments & reconciliation

Partial payments can be created directly from the system whenever needed.

These partial payments are automatically reconciled once the corresponding bank statements are received, ensuring accurate settlement of outstanding balances.

Credit Note handling

Credit notes naturally arise when working with suppliers. To avoid managing them manually in your bank, the system allows you to offset a credit note directly against a supplier payment — automatically clearing the outstanding balance.

This keeps everything consolidated within your banking setup.
The only requirement is that the credit note is posted in the system.

Cash Discounts

Apply cash discounts on supplier payments, and let the system automatically reconcile these discounted transactions within the bank module when the setup is in place. This feature is especially relevant for businesses that negotiate early-payment terms with suppliers to encourage faster settlement.

Automating discount calculation and reconciliation reduces errors, eliminates manual adjustments, and ensures full visibility across both payables and receivables.

AI Invoice Recognition

Our AI-powered OCR (ML) engine extracts all relevant information from each invoice and intelligently selects the correct supplier and posting values for every incoming document.

Invoices can be recognized using VAT numbers, bank details, or a combination of several data points on the document — increasing the accuracy of automatic supplier identification.

Each time you post an invoice, you can update the supplier’s posting rules, ensuring that accounting settings improve continuously with each entry.

Vendor without VAT

You can define alternative identifiers for suppliers who do not have a VAT number.

By setting a reliable key value — such as a reference pattern or unique data element — the system ensures that OCR consistently recognizes the correct supplier, even without VAT information.

Electronic Invoice Processing

Receive purchase invoices electronically through OIOUBL and PEPPOL, and let the system read and import every detail exactly as specified in the original document. All invoice lines, quantities, prices, VAT details, and supplier references are captured with full accuracy, eliminating manual entry and formatting errors.

By processing e-invoices digitally, you ensure faster posting, higher data quality, full compliance with international standards, and a seamless end-to-end accounts payable workflow.

Purchase Order Matching

Enable automated reconciliation between purchase orders and supplier invoices using three-way matching — comparing the PO, goods receipt, and invoice to ensure accuracy before posting. You can also define tolerance limits that allow the system to automatically post invoices when minor variances occur, reducing manual intervention.

This feature is particularly relevant for organizations with structured procurement processes or high invoice volumes, where consistency and control are critical.

AI accounting lines

Artificial intelligence automatically reads and interprets each line of a purchase invoice — extracting item details, quantities, prices, and tax information with high accuracy.
This feature is especially relevant for businesses handling large volumes of supplier invoices or detailed breakdowns, where manual data entry is time-consuming and prone to error.

By using AI for line recognition, you ensure faster processing, consistent data quality, and a more efficient approval and posting workflow — saving valuable time while improving financial accuracy.

Advanced posting rules

Advanced posting rules automate how purchase invoices are posted by remembering the accounting setup used for each invoice line. Every time a line is posted, the system stores its posting pattern — including accounts, dimensions, and tax details — and uses this information to automatically suggest the correct setup next time a similar item or description appears.

This feature is particularly valuable for companies processing recurring expenses or supplier invoices with consistent line structures. It reduces manual entry, ensures accounting consistency, and speeds up the entire posting process while minimizing human error.

Item Charges (Freight Allocation)

Use item charges to allocate freight, handling fees, or other additional costs directly to the relevant purchase invoice lines. This ensures that every cost is assigned to the correct items, improving accuracy in cost tracking, margins, and inventory valuation.

Item charges are useful for any business that needs transparent cost distribution — and help maintain precise financial reporting without manual calculations.

Fast Receipt Handling

Easily attach your receipt by taking a photo or uploading directly into the system. This ensures that every expense is properly supported and traceable for audits or reimbursements.

The feature is especially relevant for employees on the move or departments handling multiple expense claims, reducing paperwork and ensuring compliance with company policies and accounting standards.

Corporate Card

Automatically match corporate card transactions with uploaded receipts to ensure accurate and compliant expense reporting. When a user uploads or captures a receipt, the system intelligently links it to the corresponding card transaction based on date, amount, and merchant data.

This feature is especially relevant for organizations using company cards across multiple departments, helping to eliminate manual reconciliation, prevent duplicate entries, and maintain full audit transparency.

Secratary function

The secretary function allows authorized users to post expenses on behalf of another employee who has granted permission. This feature is particularly useful for executives, managers, or team members who delegate administrative tasks to assistants or finance staff.

It ensures that expenses are processed on time, even when the original submitter is unavailable, while maintaining full traceability and approval control.

Accounting & Approval

The accounting step allows a designated bookkeeper or accountant to review and adjust expense entries before they are submitted for approval. This ensures that each expense or receipt is correctly categorized, coded, and compliant with accounting and tax policies.

By adding this review layer, companies reduce posting errors, improve financial accuracy, and maintain full control over the approval and reimbursement workflow.

Cross company approval

Configure approval workflows that span multiple companies within the same group structure. This feature allows managers or finance teams to review and approve expenses and purchase invoices across entities, without needing to switch between company accounts.

Cross-company approval is particularly relevant for organizations with centralized finance functions or shared service centers, ensuring consistent governance and oversight across all business units.

Sales invoice & Credit note

Easily create and post sales invoices directly in the system, ensuring a smooth and consistent billing process. Once an invoice is posted, it is automatically sent to the customer, eliminating the need for manual distribution.

Create and post credit memos directly in the system to adjust or correct previously issued invoices. Once a credit memo is posted, it is automatically sent to the customer, ensuring a seamless correction and communication process.

Electronic Invoicing

Send and receive electronic invoices and credit memos directly through the system using PEPPOL and OIOUBL standards. E-invoicing ensures compliance with national and international regulations while eliminating manual handling and formatting errors.

By automating e-invoice generation and transmission, you improve processing speed, data accuracy, and traceability — ensuring that every invoice and credit memo is securely delivered and fully compliant

Customers & Items

Maintaining an up-to-date customer and item list within the system ensures accurate, efficient, and consistent posting of sales and purchase transactions.

By centralizing customer and item information, you minimize manual entry, reduce posting errors, and enable automation across processes like pricing, reporting, and integration with external systems such as PMS or ERP platforms.

Cash discount for Customers

Offer and manage cash discounts for your customers and let the system automatically reconcile discounted payments in the bank module when the setup is in place. When a customer pays an invoice early and deducts the agreed discount, the system recognizes the reduced amount, clears the remaining balance, and posts the discount correctly — without manual intervention.

By automating cash discount handling and reconciliation, you ensure accurate postings, faster settlement, and full transparency across your customer ledger, while minimizing the need for manual adjustments.

Workflow Management

Create structured, reusable workflows for your monthly, quarterly, and annual processes. Start by defining task types, assigning responsible users, and outlining each required step—ensuring every period follows the same consistent and compliant process.

Once the template is approved, you launch a new period by selecting the date range and due date. Tasks are automatically distributed to the correct users, giving everyone a clear, guided task list that improves collaboration and eliminates manual coordination.

As tasks are completed, they move through a final approval step before being securely archived. This creates a full audit trail, strengthens oversight, and ensures reliable documentation of all actions completed throughout the workflow.

Standard Tasks

Standard Tasks give you a flexible way to define operational steps that support your daily, weekly, and monthly workflows. Add descriptions, checklists, links to internal guidelines, and relevant documentation to ensure every user follows the same procedure every time.
They are ideal for tasks such as period reviews, data validation, compliance checks, and internal confirmations, where structure and consistency matter.

Because each Standard Task is assigned to a specific user, responsibility and deadlines are always clear. Progress is tracked automatically, giving supervisors a full overview of what is completed, in progress, or delayed. This reduces follow-up work, removes uncertainty, and ensures that nothing is overlooked in critical period-end processes.

Reconciliation Tasks

Reconciliation Tasks provide a fully guided and controlled workflow for financial reconciliations across G/L accounts, customers, vendors, and bank accounts. Each task can be preconfigured with tolerance limits, reconciliation methods, and specific accounts or account ranges — ensuring accuracy and alignment with internal policies.

Users are guided step-by-step through the reconciliation, with clear indicators for matched, missing, or deviating entries. This minimizes manual interpretation, reduces spreadsheet dependency, and prevents reconciliation gaps between periods.
Supervisors gain real-time visibility into reconciliation status, outstanding issues, and completed work, enabling faster period closure and strengthening internal control.

Posting Tasks

Posting Tasks automate period-end postings such as accruals, reversals, recurring adjustments, and other journals that need to be applied consistently across periods. Each posting template can be configured with predefined accounts, dimensions, descriptions, and VAT handling, ensuring that users only input the necessary data while the system handles the rest.

With support for both “Accrual with Reversal” and “Accrual without Reversal,” teams can automate the full lifecycle of monthly expense allocations and revenue adjustments. This minimizes manual bookkeeping, improves accuracy, and ensures consistent reporting from period to period.

Simple & Advanced Approval

Set up simple or advanced approval flows tailored to your organization’s needs. Approval rules can be applied across bank, expenses, purchase invoices, and sales invoices, ensuring that all transactions are reviewed and authorized before posting

By using configurable approval workflows, you enhance transparency, prevent errors or unauthorized transactions, and maintain full traceability throughout the entire approval process.

Dimensions

Set up and manage financial dimensions for transactions, expenses, purchase invoices, sales invoices, and credit memos directly within the system. Dimensions such as department, project, cost center, or location make it easy to classify each posting for detailed reporting and financial analysis.

By applying dimensions consistently, you enable structured accounting, improved reporting accuracy, and data-driven decision-making across your entire organization.

Project Posting

Post purchase invoices and expenses directly to specific projects, ensuring that all related costs are accurately tracked and allocated. This feature is especially relevant for organizations managing multiple projects, events, or client engagements where financial transparency and cost control are critical.

By assigning expenses and invoices to project fields, you gain real-time insight into project profitability, simplify reporting, and maintain full accountability for every transaction.
This enables smarter budgeting, easier forecasting, and precise financial analysis across all active projects.

Personalize Interface

Tailor the system interface to match your organization’s exact needs — showing only the pages, fields, and modules that are relevant to your workflows. This feature is particularly useful for teams that want to simplify their daily operations, improve usability, and reduce distractions.

By customizing the interface, each user can focus on the functions that matter most, ensuring a cleaner experience, faster navigation, and greater efficiency across departments.
This flexibility makes it easy to scale and adapt the system as your business evolves.

Notification Center

Stay informed with fully customizable notifications delivered via app or email. Choose which updates to receive — such as when a purchase invoice arrives, an expense or invoice requires approval, or a payment is processed.

This feature is especially relevant for finance teams, managers, and approvers who need to act quickly without constantly checking the system.

Master Data Sync

Synchronize financial and operational data seamlessly between our system and your ERP platform to ensure accuracy and consistency across all processes.

By automating data synchronization, you eliminate manual imports and exports, reduce errors, and keep your ERP constantly up to date with the latest master data adjustments.

PMS Integration

Integrate seamlessly with leading PMS platforms such as Apaleo, Opera, and ONQ, enabling fully automated financial data flow from your daily hotel operations. Once connected, the system receives folios and daily journals directly from the PMS — including room charges, F&B transactions, taxes, payments, adjustments, and more.

Each entry is automatically posted based on your predefined mapping, ensuring that every transaction is routed to the correct accounts, dimensions, and tax settings without manual intervention.

Mapping is intentionally kept simple, allowing you to define the right accounts and rules quickly and adjust them as needed.

PSP Integration

Connect to your preferred payment service providers (PSPs) to automatically receive all payment transactions related to your PMS and guest activity. Daily settlements, deposits, refunds, and payment breakdowns are captured directly from the PSP, giving you a complete and accurate overview of all processed payments.

Together with the PMS integration, PSP data ensures that every folio and journal line has matching payment information — enabling precise reconciliation and fully automated posting in the accounting system.

The mapping setup determines how each transaction type is booked, keeping the configuration simple while ensuring complete financial accuracy.

Automated posting of daily journals and folios

Daily journals and folios received from your PMS or PSP are automatically posted based on your existing account mapping. Each transaction is interpreted and booked according to predefined rules, ensuring consistent and accurate financial entries without manual intervention.

When new transaction types appear — for example, a new revenue category, payment method, or adjustment — the system flags them for mapping. Mapping can be completed quickly through a simple interface, and optional approval workflows ensure that new mappings are reviewed and validated before they take effect.

This feature is especially relevant for hotels and hospitality businesses with high transaction volumes, multiple revenue streams, or complex PMS structures. By automating journal and folio posting, you reduce manual workload, minimize errors, and maintain real-time financial accuracy across all operations.

Automated Sales

Create reusable templates for sales invoices that share the same structure — ideal when you regularly invoice multiple customers for identical services, fees, or recurring charges.
With few clicks, the system generates all required invoices based on your template, ensuring consistent posting, accurate revenue allocation, and significant time savings.

An optional approval workflow can be added, allowing finance teams to review and verify templates before invoices are generated and sent.

Automated Re-invoicing

For businesses that receive large volumes of supplier invoices that must be re-invoiced to customers, re-invoicing templates automatically collect all relevant costs posted to defined GL accounts. With few clicks, the system generates accurate sales invoices and ensures that expenses are passed on correctly — without the risk of double-billing, a common challenge in the hospitality industry.

Approval workflows can also be enabled, ensuring that re-invoicing templates are reviewed and validated before use.
This gives you reliable oversight, prevents duplicates, and guarantees clean and compliant re-billing across all projects or customer agreements.

Deferral Scheduling

Automatically spread the cost of a purchase invoice over the correct months, so each expense is recognized in the period it belongs to. This is useful for any business that pays for services upfront — such as insurance, subscriptions, maintenance, or annual contracts.

Deferral scheduling ensures accurate monthly results without manual calculations, and keeps your financial reporting clean, consistent, and reliable.

Cross Company Approval

Approve purchase invoices and expenses across multiple hotel entities from one unified workflow. This is especially relevant for hospitality groups with centralized finance or shared service structures, where managers or accountants need to review documents for several properties.

Cross-company approvals improve control, ensure consistent policies across the group, and remove the need to switch between entities — making the entire approval process faster, compliant, and more transparent.