TOConline

What is TOConline?

TOConline is online accounting, invoicing and management software for Portuguese companies and accountants, offered by the Ordem dos Contabilistas Certificados (OCC), the Portuguese Chartered Accountants Association. It aims to make collaboration easier between business owners, staff and accountants.

Key features of TOConline

• Accounting: works with SAF-T PT and e-invoicing to meet legal and tax requirements.
• Invoicing: certified by the Portuguese Tax Authority.
• Payroll: payroll for businesses and accounting firms.
• Asset management: operational control, accounting records and tax reporting.
• Stock management: warehouse inventory and product movements.
• Purchasing: record and approve company and employee expenses.
• Open Banking: connect bank accounts and import statements for reconciliation.

How TOConline works

Accountants set up companies and work in the same system as business owners, who issue certified invoices and record purchases. Bank statements import through Open Banking for reconciliation, and tax files follow Portuguese e-invoicing and SAF-T requirements. The vendor states that TOConline is available for subscription only to certified accountants, and business owners request access through their accountant.

Who uses TOConline?

TOConline serves Portuguese certified accountants, accounting firms and the companies they serve. It suits businesses that want accounting, invoicing and stock in one system tied to Portuguese tax rules.

TOConline pricing

TOConline publishes plans on a Plans and Prices page on the vendor site, and subscriptions are sold to certified accountants. The site offers a free trial through its try-it-free button.

TOConline integrations

TOConline names SAF-T PT and e-invoicing, Open Banking, a Google Chrome extension, an Excel add-in, WooCommerce, Shopify, Zapier, an API and a mobile app.

TOConline alternatives

Giddh is an accounting and invoicing product aimed at India. Colppy is an Argentine cloud accounting service. Xubio is an accounting and invoicing platform for Latin America. Accurants is another accounting service. TOConline differs by being built for Portuguese tax rules and backed by the national accountants' association.