Invoices & receipts
Offers, invoices, receipts, reminders and documents
Modular business software · Demo with fictitious data
AxisCockpit
A modular, expandable business software for start-ups, small companies and small medium-sized businesses. Invoices, accounting, banking, travel expenses, personnel, projects and planning all come together.
1 system
instead of many isolated solutions
12+ modules
from the document to the project
Expandable
grow with the company
Operating status at a glance
Fictitious client · Dark modeLight and Dark Mode
An application. Two work environments.
AxisCockpitadapts to the work context. The view is clear and bright high-contrast in daylight, the dark view reduces glare and moves numbers, Status and diagrams take center stage. All product media follows on this page automatically to the selected mode.
Light modeBright, calm, precise.
Dark modeFocused, rich in contrast, relaxed.
One platform instead of many apps
Modules that work together.
Not a new tool for every new task: AxisCockpitbrings together the core business areas on a common database. Modules can be activated step by step, roles can be clearly defined and existing systems can be specifically connected.
Accounting & Banking
Chart of accounts, cash book, bank transactions, allocation, BWA and DATEV
Travel costs & personnel
Travel, approvals, employees, absences and pay processes
Projects & Time
Projects, tasks, workload, appointments and time tracking
CRM & Sales
Customers, partners, contracts, pipeline and recurring operations
Planning & Control
Cash flow, forecast, budgets, scenarios and tax reserves
Modular coreAxisCockpit
One client · one rights base · one work status
Start-ups and small businesses
start lean and add accounting, travel expenses, personnel or projects exactly when they are needed.
Smaller middle class
brings together established processes, roles and data sources in a common, multi-client capable system.
Management and finance
work with the same status for receipts, banking, BWA, DATEV, cash flow and decisions.
Target group
For whomAxisCockpitis the right product
AxisCockpitis particularly suitable for start-ups, small companies and smaller medium-sized companies that not only want to digitize invoice writing, but also want to combine their entire commercial and operational operations.
Start-ups that don’t want to start with five isolated solutions
For young companies that want to manage invoices, expenses, bank, travel expenses, first employees and projects on a common basis right from the start.
Growth requires overviewRoles are still sparsely castA tool should support several operational areas
Small businesses and small medium-sized businesses
For mature companies that no longer want to organize their commercial, personnel and project-related processes using individual solutions and double data maintenance.
regular liquidity questionsInvestments or new jobs plannedMonthly closing comes too late
Finance teams with document, banking and DATEV work
For organizations that no longer want to check ongoing accounting work, receipts, payments, reserves, charts of accounts, BWA and handovers separately.
Evidence is available in several sourcesBank movements need contextForecast depends on tables
Operations, projects and personnel
For companies where financial figures only make sense when customers, projects, contracts, responsibilities and personnel planning are in line.
Projects influence cash flowPersonnel has a direct impact on costsUtilization and responsibility meet too late
Core processes
Three ways to understand the product
AxisCockpitis not explained via a feature wall, but rather via the work routes that prepare decisions every day.
From receipt to financial status
Documents are recorded, assigned and visible in evaluations.
- 1Import receipt
- 2Assign customer, account or project
- 3Check payment and status
- 4See impact in dashboard
The operational status and the financial impact are on the same surface.
Forecast instead of gut feeling
Actual values, recurring items and planned events result in several scenarios.
- 1Select period
- 2Adopt actual data
- 3Add planned event
- 4compare carefully, realistically and positively
Decisions become visible with bandwidth and assumptions.
Manage clients and rights
Modules, features and permissions determine who sees which workspaces.
- 1Activate modules
- 2Assign roles
- 3Filter navigation
- 4Check access
Teams only work with the areas for which they are responsible.
What we can do with it
Scattered operational data becomes a controllable work status
The strength ofAxisCockpitis not in a single dashboard. It lies in the fact that invoices, receipts, financial position, personnel, projects, planning and roles share the same context.
Make your financial situation visible
Sales, costs, cash flow, open items and reserves are brought together in a decision view.
Cash flow forecastCost and revenue pictureTax and reserve context
Turn receipts into work
Invoices and documents do not remain as storage, but become processes with assignment, checking, payment and evaluation.
Write an invoiceBank and payment referenceArchive and evidence path
Keep planning realistic
Forecasts are created from actual data, continuous runs, events and assumptions, not from a single desired number.
careful, real, positivePlan eventsPersonnel costs and recurring items
Classify personnel and projects
Human resources, project management, capacities and responsibilities become visible where they influence the economic situation.
Personnel costsProject statusesCapacity and responsibility
Control operation with rollers
Tenants, modules, features and authorizations decide who sees and is responsible for which work areas.
Tenant contextmodular navigationrole-related work statuses
Modules in the product
Seven modules. A common system.
When scrolling, the high-resolution product image with correctly assigned explanation points appears first for each module. The short operating recording can then be switched on directly.
Fictional demo data
01Evidence
Invoices and documentsReceipts become comprehensible work statuses.
Outgoing and incoming documents, drafts, checks and committed documents are in a common area - with amount, recipient, status and next step.
- 1Offers, invoices and receipts
- 2Check status, preview and assignment directly
- 3Traceable from draft to finalization
02Travel expenses
Travel and clearancesTravel expenses go through a clear audit trail.
Travel application, receipts, flat rates, approval and reimbursement remain visible as a coherent process. This helps employees as well as finance and management.
- 1Check the process with the reason, goal and period
- 2Decide on approval based on the four-eyes principle
- 3Document testing and release separately
03Finance
Liquidity and forecastLiquidity can be planned before the account balance reacts.
Bank movements, open positions, known obligations and plan assumptions form a common cash flow view. In this way, bottlenecks and scope become apparent early on.
- 1Look ahead to cash flow for months
- 2Separate actual values and planned events
- 3Classify payments, reserves and scope
04accounting
BWA and tax transferAccounting remains part of ongoing operations.
Chart of accounts, BWA, cash book, allocations and DATEV paths are not separated from the operational processes. Numbers can be traced back to their foundation.
- 1Evaluate BWA and account development
- 2Keep bookings and supporting documents together
- 3Prepare DATEV export and chart of accounts
05Contacts
CRM and salesContacts become customer relationships and opportunities.
Customers, contacts, offers and sales opportunities share the same context. The pipeline shows what the next step is and which assumptions belong in the forecast.
- 1Manage customers and contact persons centrally
- 2Move opportunities from lead to close
- 3Connect offers, responsible persons and follow-ups
06staff
Employees and monthly processesHuman resources management belongs in the same business picture.
HR master data, employment status, working hours, absences and downstream monthly processes are in the same client as finances and projects.
- 1Maintain employment status and working hours
- 2Prepare monthly folder and pay runs
- 3Take personnel costs into account in planning and forecasting
07Projects
Tasks, time and workloadProjects combine work, capacity and profitability.
Tasks, times, responsibilities and workload remain within the project context. This means the team not only sees what needs to be done, but also what it means operationally.
- 1Manage projects and tasks in a structured manner
- 2Assign times and responsibilities
- 3Check utilization and economic impact together
Installable web app
The operation also fits in your pocket.
AxisCockpitworks responsively in the mobile browser and can be installed as a web app on the home screen. When you scroll, the cockpit, receipts and cash flow change directly in the iPhone.
01cockpit
The operating status for on the go.
Results, sales, costs and the most important developments remain available in a clear overview even when you are on the move.
02Evidence
Check documents directly on your mobile device.
Document inventory, work status and amounts can be recorded on the smartphone and prepared for the next step.
03Cash flow
Organize liquidity on a mobile basis.
Actual values and forecasts show at an early stage how available funds, costs and planned income are developing.
iPhone · Live demoThe operating status for on the go.
Display in iPhone format · installable as PWA
Interfaces
Open to the systems that are already there.
Central company software must not become a new island. The connections shown are already available. We are continually planning additional banks, payment methods and specialist systems and checking additional interfaces upon request.
Booking batches and charts of accounts
Receipts, contacts, articles and synchronization
Business accounts and bank transactions
PSD2 bank retrieval for other banks
PayPalAccept payment movements
StripePayment details and transactions
WiseBusiness payment movements
RevolutRevolut Business Data
Available todayThe data paths shown above are created in the current product version.
Further connections plannedAdditional banks, payment providers and specialist operational systems expand the roadmap.
Expandable upon requestWhere there is a suitable API or a reliable import route, we examine an individual connection.
In addition, assets from Lexware Office, sevDesk and structured files can be taken over. Specific availability, scope and data direction are always checked in the implementation project.
WhyAxisCockpit
Why this product can be the right start
AxisCockpitis interesting if a start-up, small company or smaller medium-sized company is not looking for an isolated invoicing tool, but rather an expandable platform for the entire day-to-day business.
Fewer tools, fewer breaks
If the document, bank movement, project, trip and employee are in the same context, exports, double maintenance and the search for the most current status are no longer necessary.
It grows modularly
A start-up can start with invoices and banking. Personnel, travel costs, projects, forecasts or other companies are added if the company actually needs them.
It remains connectable
DATEV, Lexoffice, Qonto, banks and payment providers are not hidden. Existing data paths can be connected or gradually replaced.
Scope
What can be proven in the current product status
Cockpit and BWAOffers and invoicesReceipt documents and booking workBanking and payment mappingCash flow and forecastCustomers, partners and salesProjects, tasks and timesPersonnel and absencesTravel expensesContracts and seriesCash book and chart of accountsTaxes and DATEV export
Verifiable status
Finance and documentation, banking, DATEV export, forecast, travel expenses, personnel, projects, roles, multi-client capability and the designated integrations can be traced in the current product repository.
Project status checked on 11 August 2026
Demo and data protection
AxisCockpithas a specially prepared demo client. Public product media is created exclusively from fictitious, cleaned data and not from customer or production data.
introduction
From product status to a resilient operation
Demo tenant
Cleaned data shows the real process without revealing customer or production data.
Core workflow
Documents, payments, forecasts and decisions are checked as a complete work process.
Roll
Management, finance and operations only see the areas for which they are responsible.
Operation
Introduction, testing rhythm, integrations and limits are determined before going live.
Boundaries
For whatAxisCockpitconsciously not standing
Replacement for tax advice or accounting
Financial planning without maintained initial data
Untested forecasts without responsible classification
AxisCockpit
Discuss demo First demo client, then real decision
We show the current status with cleaned data and check together which modulesAxisCockpitcarry your process.