Finance

Financial solutions

Debtors / Creditors (Sub-ledgers)

Secure liquidity, pay on time.

Keep your finances under control. Digitally capture incoming invoices (creditors), approve them via workflow, and pay on time to take advantage of early payment discounts. On the other hand, automatically monitor incoming payments from your customers (debtors). The integrated dunning system reminds late payers politely but firmly. Thanks to QR bills and the ISO 20022 standard, you will be at the forefront of Swiss payment transactions technologically.

Financial accounting

Automated accounting in the background.

Save yourself special software for accounting! In Triviso, financial accounting is an integral part of the solution: every outgoing invoice, every material posting and every payroll run is automatically booked in the background. Tedious data transfers between different systems are also eliminated. Because all data is centrally located in one system. It's that simple. This also makes it easy for your tax advisor. And if you need balance sheets or profit and loss statements: they can be accessed daily.

Asset accounting

Manage assets, automate depreciation.

With Triviso ERP, you get clear asset overviews at the touch of a button and have your fixed assets under control. This is because machinery, vehicles, and IT are also valuable capital from an accounting perspective. It’s good that the integrated fixed asset accounting monitors the lifecycle of your investments. Calculate scheduled depreciation automatically and keep an eye on residual values. This not only massively simplifies the annual financial statements but also provides accurate cost rates for your machine hourly rate calculations.

Budgeting and Controlling

Plan your profit.

Successful entrepreneurs don't hope for profit, they plan for it. Create budgets for cost centres or departments and continually compare them with the actual figures from financial accounting. Triviso's controlling tools clearly show you which business areas are profitable and where costs are getting out of hand. Use well-founded financial analyses and liquidity forecasts: for strategic decisions that will make your company future-proof.

Swiss payment transactions (QR bill)

Fit for digital Switzerland: the QR bill in & out.

With Triviso ERP, you will master the handling of the QR invoice with perfection and bidirectionally. For outgoing invoices, you automatically generate the QR payment part on every invoice. Thanks to the integrated QR reference, incoming payments from the bank are automatically reconciled and assigned to open items. For incoming invoices, the tedious and error-prone typing of 27-digit reference numbers is a thing of the past. Finally! Now you can import your suppliers' QR invoices via scanner, app, or drag & drop. The system immediately recognises the creditor, amount, and IBAN, books the document, and prepares the payment in ISO 20022 format (pain.001).

OB-compliant billing

Securely invoicing public contracts in Germany.

Anyone building for public authorities must master the rules of the VOB (Part B). Triviso automates complex VOB accounting for you. Create cumulative interim invoices at the press of a button: the system continues the construction work, automatically deducts payments made, and correctly shows VAT. Retention sums and warranty bonds are also automatically taken into account and managed. This allows you to create auditable final invoices, avoid invoice reductions by building authorities, and secure your liquidity.

Interfaces to DATEV/infonica/Abacus

Faster month-end close, lower accounting costs.

Germany relies on DATEV, while infonica and Abacus are common in Switzerland. With Triviso ERP, you speak these languages fluently. The right interface makes collaboration with your tax advisor more efficient than ever before. Now you can export booking batches, invoices, and cash books digitally and in the correct format directly to the firm. Typos are a thing of the past, and the effort for your advisors will also be massively reduced. The saved effort becomes saved money. This is how data consistency pays off for you.

Your benefit

Accurately capture and assign times, expenses, and materials to projects and the correct cost centres.

Your Project Roadmap: Clear, Structured, Collaborative

To ensure you always know where we stand, we follow a tried-and-tested 5-step process:

01 Exchange and analysis

You have claims. And you are the one who knows your business best. That's why we listen first, and then create an analysis of needs. If the businesses are larger and the processes more complex, we can also conduct a joint workshop.

02 Approaches

Solve a singular problem holistically. And new perspectives will emerge.
Your specific pain points are the starting point.

03 Offer and discussion

We understand every offer as a basis for transparency and exchange. You know what you're getting for your money. You decide. For the entire duration of the project.

04 Project Plan & Team

We define the responsible points of contact on both sides and create a realistic timetable with the associated responsibilities («Who does what by when?»).

05 The “Go”

With your decision, the starting gun will go off. We will begin with implementation, installation and training.

The path to your solution

Listening, understanding, checking: The start of a partnership

Every beginning dictates the continuation. This is all the more true for an ERP project, which is deeply integrated into your company. For us, the beginning of every project involves approaching each other. Because you usually already have ideas and come to us with a wish list. This is very rarely realised, and that's a good thing: we listen and can contextualise the background of your ideas – we will then offer you solution proposals for your specific circumstances. In this way, we also find out if we are a good fit for each other and how we will proceed. You will then receive a preliminary offer from us, providing a clear budget overview at an early stage. In cases of high complexity, we enter into an in-depth analysis workshop to examine critical processes in detail.

The future. Now with a roadmap.

Your solution should deliver maximum performance from day one. That's why everything leading up to that first day follows a roadmap that is as carefully planned as it is proven. First, we define the project team together. Then, we break down your project into manageable steps (milestones) that are aligned with your operational cadence. During regular progress meetings, we discuss the current status, answer any questions, and remove any obstacles. This ensures you maintain full control over the schedule and budget at all times. Each development phase is stabilised before we move to the next step. This gives your employees the time they need to confidently master the new processes.

So you can do your job better, we know it,

Nothing is more important in a project than talking to each other. That's why we speak your language. Specifically, your everyday language, because we come from the industry. The project managers you speak with are experienced master carpenters, HF technicians, FH timber construction engineers, or business administrators. This saves explanations and leads us to a common solution more quickly. To secure our connection to the future, we work closely with universities and continuously train interns. This way, we bring the latest research knowledge into the company and pass it on immediately. But what will truly connect us is the joy in our work and the use of fascinating materials. This also ensures a strong team spirit within our company and that we have an above-average number of long-serving employees. For you, this means: Stable, familiar contacts who know and accompany your company and its history over the years.

Productive immediately

With Triviso WEB, we drastically reduce the «time to value». You don't need to purchase or install any server infrastructure. It gets started immediately, very simply: create a login. Content-wise, you're also starting in the fast lane: our industry standard is already pre-configured for your needs. This way, you use a system that speaks your language from day one. And: you start with us. We accompany you with a perfectly tailored introduction that focuses on the essentials. Start lean with the core functions and expand the solution step by step while you're already working productively. This is how the software grows organically with your business.

The ideal process

Planning

Calculation that proves to be correct

Profitable from the start. And it stays that way. Transparent for your customers and for you.

Sell

Automated arguments

Configure, present or price in real time. Always able to score. And use the data immediately.

Projektmanagement/AV

Planning that considers everything

Comprehensive control at the click of a button. Automatic parts lists. A single training for all machines. Freedom in the deployment of jumpers.

Construction

Doing the right thing better

Everything is possible. And is made easy. The data? Directly to the machine.

Billing/Accounting

Liquidations with profit

At the start: rolling calculation, now fast invoicing, secure accounting.

Manufacturing

Results that yield results

Data that produces: More output, more variety. Faster. They reduce material and storage costs.

Successful projects

„Triviso has everything we need.“

Jens Heide

Widmann GmbH Interior Fit-Out

„I've become much more flexible and the support is first-class.“

Marc Kicinski

Kicinski Carpentry

„We paid particular attention to how competent the manufacturer is.“

Steffen Baldinger

Baldinger Joinery

„I knew on the very same day: This is our programme.“

Lena Suppelt

Suppelt CNC

„We have definitely become faster and more productive.“

Michael Härtlein

Kameleon Raumkonzepte GmbH & Co. KG

„The project went really smoothly.“

Ralf Hündling

Hündling Plate Technology Ltd

Fair, transparent and scalable

Now you can save on the setup and maintenance of complex IT structures. And gain a comprehensive ERP with our SaaS pricing model. SaaS stands for „Software as a Service“. This means: We'll take care of everything. Setup, maintenance, updates, interfaces.

You benefit from clear, calculable rates. Starting from just €39 per user per month. We use the proven «Good-Better-Best» principle, so you only pay for what you actually need. You can flexibly scale your licenses with the number of your employees. Always up to date. Full cost control.

General	Standard	Standard Stand. Plus	Individual
Number of employees	Max. 10	unlimited	unlimited
Number of clients	1	unlimited	unlimited
Number of optional interfaces	3	unlimited	unlimited
Individual adaptations	None	limited	unlimited
Hosting in the EU incl. backup in CH
Two-factor authentication

Service	Standard	Standard Plus	Individual
Access Triviso Wiki
Ticket Support
Telephone support	according to effort

Scope of functions	Standard	Standard Plus	Individual
Contact management CRM
Project management with processes
Document Management System
Documents
Preliminary and final costing
Calendar and deployment planning
Time tracking and absence planning
Supplier Release
Production/Bill of Materials
Purchasing and Warehousing (Materials Management)

Additional Features	Standard	Standard Plus	Individual
Capacity planning
Financial accounting
Payroll accounting
Information screen
Interface Document
Finance Interfaces
Interface communication
Interface Design
Interface Warehouse
Interface Material
Interfaces Cut Export

Additional service	Standard	Standard Plus	Individual
Local backup
Additional storage

Further solutions

Questions or an appointment?

Please get in touch here. We appreciate your interest and will contact you promptly.

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