Consulting, design or writing: create draft invoices with Ari, reuse existing client details and keep track of unpaid fees. Sumaro connects your invoices with payments and estimated tax reserves.
The work is done, but hours, fee and client details sit in different files. If a job has not been invoiced yet, it does not show up on any list of open invoices. Sumaro helps you keep the two apart: not yet billed and not yet paid.
Tell Ari your service, the quantity and the price. For example: “Create a draft invoice for eight hours of consulting at €95.” That comes to €760 before any VAT that may apply. Check the client, service period and tax settings yourself.
For a follow-up job, you don’t need to enter client details again. Use an existing invoice as the basis and adjust the service, period and price. For monthly work, you can have recurring draft invoices prepared. This is not a promise of automatic time tracking.
A sent invoice is not yet a payment received. Sumaro shows open receivables and estimates tax reserves based on the data you have entered. You import bank transactions via CSV. Tax payments you have already matched are taken into account in the reserves.
No feature promise without context. Here is what Sumaro prepares, what you check and how getting started works.
No. Freelance work and the small business rule (Kleinunternehmerregelung, § 19 UStG) are separate questions. Enter the tax details that apply to you in Sumaro. If you are unsure, clarify them with your tax advisor.
You import bank transactions as a CSV file and check the detected columns. Clear incoming payments can be matched to open invoices. There is currently no direct bank connection. Test your bank’s CSV export before you decide.
You try Sumaro free for 30 days. The trial ends on its own. Only if you actively choose to subscribe do you pay €19 per month plus VAT. You can cancel the subscription any month.
Test the workflow with one draft, then decide whether Sumaro is right for you. Free for 30 days; the trial ends on its own.
