Functions in troi ai·onFunctions in troi five
Time TrackingProject EstimationTask ManagementResource PlanningReporting & ControllingDigital Receipt CaptureIntegrations & APIsProduct overviewDigital Receipt Capture
Compare both generationsReceipt capture
Upload the receipt in the browser, file it against the right cost item, and carry it into the export.
You upload receipts in the browser, by drag and drop or from a folder, and file them against the right cost item. Each receipt keeps its document, its amount and its status, so the month closes without a shoebox of paper. Receipt capture is part of the Intelligence plan.
You upload receipts in the browser, one at a time or several at once, or photograph them with the troi Live app, and pre-code them with the right account and project. Approval and the DATEV export follow from the same record, so the month closes without a shoebox of paper.
The assignment happens at capture, not weeks later, so the cost shows up in reporting and controlling on the right project. This requires project structures, which are part of the Performance plan.
The assignment happens at capture, not weeks later, so the cost shows up in reporting and controlling on the right project.
Each receipt keeps its file, its amount and its status, so nothing has to be found again at month-end. Part of the Intelligence plan.
Incoming and outgoing invoices go through an approval process: the people responsible check and approve them digitally and are notified automatically, and only checked data moves on.
Pre-coded and exported for DATEV in one step, including DATEV Unternehmen Online. Part of the Intelligence plan.
Incoming and outgoing invoices are pre-coded with account, cost center and tax key, and leave as a DATEV export in one click, including for DATEV Unternehmen Online.
In the product
Upload one file or several in the browser and file each receipt against the right cost item. Receipt capture is part of the Intelligence plan, filing against a project requires the Performance plan.
Upload the receipt image in the browser or photograph it with the troi Live app, then assign the project and the account. The assignment can still be changed later.
Pre-coded incoming and outgoing invoices export in one step, including for DATEV Unternehmen Online. Part of the Intelligence plan.
Once approved, bookings export for DATEV in one click, including for DATEV Unternehmen Online. troi also has interfaces to BMD, Sage and eGecko.
An example
troi ai·on takes the receipt in the browser and files it against the right cost item, so the cost is on the project before the month closes. Upload one file or several, and the receipt leaves pre-coded for DATEV. Receipt capture and the DATEV export are part of the Intelligence plan, filing against a project requires the Performance plan.
troi takes the receipt with its image, in the browser or with the troi Live app, and puts it on the project it belongs to. The app recognizes the amount and the date, the assignment can still be changed later, and after approval the booking data leaves as a DATEV export in one click.
Discover troi ai·onHow it works
The receipt is captured when it arrives, assigned to the project it belongs to and handed to accounting already coded. The assignment is made at capture and can still be changed later. Incoming and outgoing invoices leave for DATEV, including DATEV Unternehmen Online, and the booking journal keeps the full history of every receipt.
Upload one file or several as a single group, by drag and drop or from a folder. Receipt capture is part of the Intelligence plan.
Upload it in the browser, one file or several at once, or photograph it with the troi Live app, which recognizes the amount and the date.
Project, sub-project, cost center and entry position. Filing against a project requires the Performance plan.
Client, project and sub-project or calculation item, the account and the cost center, then through approval before it moves on.
Pre-coded and exported in a DATEV-compatible format, with the booking journal keeping the full history. Part of the Intelligence plan.
Exported for DATEV in one click, with the booking journal keeping the full history of every receipt.
The platform
Hours recorded where the work happens, held against the plan.
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Quotes built from your own price list, with totals and margin as you type.
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Working hours and overtime, with budget and margin in higher plans.
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Receipts uploaded, filed against costs and exported for DATEV.
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Outlook, Google, DATEV and Personio connected to troi.
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Every function of troi ai·on on one page.
Learn moreCore is available now, from €9.95 a month. Intelligence, Performance and Enterprise follow, each with everything before it.troi five is licensed per user: Teams at €19 and Professional at €49 per user per month, excl. VAT. Enterprise on request.
See pricingCapturing a receipt digitally at the moment it occurs and assigning it to a project, cost center and entry position right away. In troi that happens by drag and drop in the browser, so the receipt reaches accounting already coded. In troi ai·on, receipt capture is part of the Intelligence plan, filing against a project requires the Performance plan.
Capturing a receipt digitally when it occurs and assigning it to a project and account right away. In troi the receipt is captured with its image in the browser or with the troi Live app, so it reaches accounting already coded.
The assignment is made at capture, in the project assignment section, and it can still be changed later. The receipt list shows which project each one sits on. This requires the Performance plan.
The assignment is made at capture and can still be changed later. The receipt list shows at a glance which receipts are already assigned.
Incoming and outgoing invoices are pre-coded and exported in a DATEV-compatible format in one step, including for DATEV Unternehmen Online. Part of the Intelligence plan.
Incoming and outgoing invoices are pre-coded, and the booking data leaves as a DATEV export in one click, including for DATEV Unternehmen Online.
In troi five the receipt is captured, assigned and coded by hand. In troi ai·on the same records can be questioned in a sentence, by text or by voice, so a cost can be traced without building a report first.
