FirmbotOver twenty tools that talk to each other
Every module works on its own, but the point is what they do together: a sale in the e-shop and a sale at the counter reduce the same stock, CRM knows about both, and production takes its raw materials from the same place.
Switch on what you need. Switching it off takes one click.
Invoicing & accounting output
Invoices with QR payment, supplier documents read by AI, and a monthly close your accountant only checks.
- Issued and proforma invoices with your own numbering, QR payment and sending as PDF by e-mail
- Received invoices from a PDF, a photo or straight from e-mail — AI reads the supplier, amounts, VAT rates and line items, and the items can go into stock
- Invoices in EUR at the official CNB rate for the date of supply, credit notes, reverse charge under § 92a with the supply code
- Monthly close: VAT by rate, a check on rates read by AI, a tick on every document, payroll from attendance, cash book
- VAT return and control statement as the XML file for the tax portal (you upload it, check it and submit it); a record of what was filed, so nothing goes twice
- Export to Pohoda, CSV summaries, one e-mail to your accountant with everything in it
- Coming from Pohoda: upload the VAT summaries for months already filed and Firmbot matches documents and bank movements, then locks them
- Accountant hub: an accountant with several companies sees in one table where work is waiting and switches there in one click
- Works for companies that are not VAT registered, reminders written by AI, recurring payments
Bank & cash flow
Bank movements download themselves, documents get matched and the missing ones stay visible.
- Fio bank over the API every morning or on click, with up to three years of history
- Income matched to issued invoices and spending to received ones by variable symbol, currency and amount; a matched document is marked paid
- A „missing document“ view: money that left the account without an invoice, and „waiting for the document“ until it arrives, typically by e-mail
- Spending without a document, a private expense of an owner, bank fees, settlement with a co-owner
- Bank accounts with an IBAN per currency, the account picked by the currency of the invoice, card payments and ATM withdrawals recognised separately
- Cash register and cash book: cash sales, deposits and withdrawals, stocktaking with the difference
- Cash flow: accounts, loans, recurring flows, forecast and profit and loss
Mailbox with AI
Incoming company e-mail sorted, written to contacts and turned into documents.
- Up to four mailboxes (main, sales, invoices, support) over IMAP; Firmbot only reads them, nothing is deleted at your provider
- Sorting by headers and attachments is free, the rest is sorted by AI for one credit: enquiry, order, invoice, newsletter, spam
- An invoice in an attachment becomes a received document in one click (automatically for known suppliers) and gets matched to the bank payment
- A reply to an e-mail sent from CRM is recognised by the thread and written to the deal; mail from a known contact lands in their timeline
- Contact from a signature: AI pulls out the name, phone, company and company number; „Create contact“ finds or creates the company
- Spam and block by address or domain; bounces mark invalid addresses so campaigns skip them
- Forwarding a message with attachments to your accountant in one click
CRM
Contacts and deals shared across the whole company.
- Companies and contacts (B2B and B2C), tags, retired contacts, import from your old software
- Pipeline with your own stages, cards that change colour as they age, a checklist per stage, a briefing before a call
- Calls with an outcome, meetings, tasks, a calendar for each sales person
- E-mail and SMS straight from the card, bulk campaigns with unsubscribe, templates
- Price levels per customer, sales targets for the team and individuals, commissions
- AI: lead scoring, a summary of the conversation, a draft e-mail in your own style, a business card read from a photo
Stock
One record for the shop floor, the e-shop, rentals, service and production.
- Items with variants (colour, size, length…), categories by trade, several categories per item
- Barcodes and EAN, several warehouses and locations, suppliers and ordering details
- A minimum stock level with an alert on the dashboard and an e-mail every morning
- The item detail as a workspace: photos with cropping, prices, list price and discount, attributes, SEO
- Import of a supplier catalogue or your own stock from delivery notes, an item created from a photo
- Stocking straight from a received invoice, a „checked“ flag for the shop floor
Point of sale
Selling on the shop floor from the same stock as the e-shop.
- Barcode scanning over a USB reader, search by name, tiles of favourite items and services
- Cash, card over a terminal, QR payment with automatic confirmation that the money arrived
- Printed receipt, sales land in revenue, the cash book and the monthly close immediately
- Services that do not reduce stock, protocols (a binding adjustment, for example)
- Sales history, refunds, several registers
E-shop & website
The shop, the company website and the customer account on one domain.
- Catalogue with variants, filters by attribute, availability and price, related goods, videos
- Cart for guests and signed-in customers, shipping by weight, online payments, order confirmations by e-mail
- Customers register themselves and get linked to their existing contact
- Website: your own pages, a home page with a slider and announcements, the shop contact, redirects from old addresses, terms and privacy pages
- Your own domain with a certificate, a sitemap, structured data for Google
- Editing a product card directly in the shop when staff are signed in
Jobs & travel
From the quote to handover, for trades, solar and construction.
- A job with the client and the site, created from a deal in CRM as well
- An itemised budget: material from stock, labour (hourly, daily or per piece), fees
- Versioned quotes as PDF; once a version is sent it is locked
- A site diary with workers and hours, safety signatures on a tablet, before and after photos, weather by location
- Extra work approved by the client's signature on site, a handover protocol signed by both sides
- A deposit invoice once you win the job and the balance after handover, all tied to the job
- Vehicles: a rate per kilometre, road tax stickers, inspections, insurance, trips on jobs and deals
Service & rentals
Seasonal work with reservations, service jobs and SMS to customers.
- Service jobs: intake, price list, states, printed labels
- Reserving items for a date range with an availability check, deposits, seasonal prices
- An SMS gateway for operational messages and bulk announcements with unsubscribe
- Tools for the trade, for example a ski binding calculator following ISO 11088
Production
Recipes and batches from raw materials, with the cost per unit.
- Recipes for bulk items built from raw materials in stock
- Production batches: raw materials consumed, output added to stock, cost per unit
- For craft food, cosmetics or small goods
Shifts & attendance
A shift planner, a time clock and payroll inputs without spreadsheets.
- A weekly shift planner by location and role
- A pool for seasonal staff: posted shifts go to whoever claims them first
- QR clock-in and clock-out, attendance approval
- Payroll inputs feeding the monthly close for your accountant
Projects, hospitality, maintenance and more
Operational tools you switch on when you need them.
- Projects: a team board with columns, cards, checklists and comments, „my tasks today“ on the dashboard
- Hospitality: tables and open bills, ordering to a table, splitting the payment
- Maintenance: records of machines and buildings, inspection alerts, a repair log, an AI repair proposal from a photo of the fault
- Tree care: pricing of work following the ministry price list
- Company-wide chat and announcements from management, and a guide robot that shows where things are done