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Learn how to use Effici to manage client projects, budgets, time tracking, and reporting in one connected workflow.
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IntroductionLearn what Effici is, who it's built for, and how its three modules - Finance, Projects, and Invoicing - work together.Quick StartGet your Effici account set up in minutes. Add your company details, invite your team, and create your first quote.Create a QuoteLearn how to create, customise, and send quotes to clients in Effici. Includes line items, VAT, payment terms, and PDF export.Invoice Tracked TimeTurn logged hours into invoice line items in Effici. Pull billable time from projects and send accurate, itemised invoices to clients.Reports & P&LUnderstand project and service-business profitability with Effici's project P&L, revenue reports, and VAT reporting tools.Partner ManagementAdd and manage clients, suppliers, and contacts in Effici. Import partners via CSV and use them across quotes, orders, and invoices.
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