Product overview

Platform & functions at a glance

What is it about?

The video provides a compact overview of the functions of the Frienton platform as a Financial Operating System.

It explains how Frienton closes the entire “Money Chain” from banking to taxes and which modules play a role in the process.

Key **contents**

1️⃣ The Money Chain

• Frienton connects banking, accounting, controlling, reporting, and taxation into a seamless, automated process
• Automation up to VAT pre-filing and annual financial statements
• Navigation: Overview → Multibanking → Accounting → Planning & Controlling → Tax

2️⃣ Dashboard and Multibanking

• Overview of cashflow, live P&L, balance sheet, KPIs, and income/expenses
• Multibanking: all bank accounts, credit cards, and payment providers in one system
• View transactions, make payments, manage standing orders

3️⃣ Accounting

• Document archive (GoBD-certified) with receipt management
• Upload receipts (drag & drop, email), create e-invoices
• Automatic receipt matching, manual assignment if needed
• Live P&L with monthly and prior-year comparison, exportable as CSV or PDF
• Tax view with SKR accounts

4️⃣ Planning and Controlling

• Record budgets (also via copy & paste from Excel)
• Target vs. actual comparison, variance analysis, profit, runway, burn rate
• Add comments and invite stakeholders

5️⃣ Tax and Reports

• Tax overview and execution of financial statements
• Export reports: bookings, receipts, debtors, creditors
• Export via API or as ZIP with or without original receipts

6️⃣ Settings

• Maintain company and profile data
• Invite users (e.g. tax advisors)
• Define categories with SKR numbers
• Manage APIs & integrations (e.g. Stripe, DATEV, marketplaces, factoring)

Summary

Frienton is a complete financial operating system that automates the "money chain" and integrates all processes from banking to taxes.

The platform supports small and medium-sized businesses with live reporting for informed decisions, automated accounting for reduced workload, and digital integration with tax firms – simple, modern & efficient financial administration.

Updated on: 02/11/2025