Flitz.ai

Every Feature Your Business Needs

Accounting, team chat, email, CRM, Jira-style tickets, roadmap planning, time tracking, a customer portal, IT inventory with QR labels, an encrypted team password vault, an AI-powered intranet (knowledge bank, AI Gallery, documents), uptime monitoring with public status pages, GDPR & DSG compliance, scheduled AI agents, and AI — built for Swiss KMU.

• Email Invoice Intake
  Forward invoices to your Flitz.ai email inbox and they're processed automatically. Our AI reads PDFs, photos, and scanned documents — extracting vendor info, amounts, VAT, and payment details in seconds.

• AI Booking Agent
  Our AI doesn't just read invoices — it books them. Double-entry journal entries are created automatically following Swiss Kontenrahmen KMU, with correct account classification and MWST calculation.

• Bank reconciliation
  Connect your bank account or upload CSV statements. Flitz.ai matches transactions to invoices automatically using three matching strategies for maximum accuracy.

• MWST / VAT Reports
  Swiss VAT reports generated automatically from your bookkeeping data. Formatted exactly as required for filing with the Steuerverwaltung. Monthly or quarterly — your choice.

• Annual Financial Statements
  Generate your Jahresabschluss as required by Swiss OR. Balance sheet, profit & loss, and trial balance — all from your existing bookkeeping data.

• AI Audit Agent
  Every AI-generated entry is automatically audited with structural and semantic checks. Errors are caught and corrected before they reach your books.

• AI CFO Advisor
  Ask your AI financial advisor anything. Get strategic insights, expense analysis, and actionable recommendations — like having a CFO on demand.

• Payroll (Lohnbuchhaltung)
  Swiss payroll processing with automatic social insurance calculations. Lohnausweis generation, SVA reporting, and journal entry creation included.

• Team Chat
  A full-featured team messaging platform built right into Flitz. Public and private channels, threaded conversations, @mentions, file sharing, and video calls — no separate app needed.

• Email — IMAP Inbox with AI Replies
  A proper email client inside your workspace — Mac Mail-style 4-column UI, full IMAP/SMTP, AI replies that learn your style, inbox rules, and reminders. Link any email to a CRM lead in one click.

• Passwords — Encrypted Team Vault
  A lean alternative to Bitwarden and LastPass, built into your workspace. Browser-side encryption means even an admin can't read your passwords — but team members can share folders with each other in two clicks.

• AI Assistant — Your Business Copilot
  A conversational AI connected to your entire platform — accounting data, chat history, and time entries. Ask questions in plain language and get instant answers.

• Flitz Work — Jira-style Kanban + Roadmap
  A Jira-alike ticket tracker built right into your business platform. Drag tickets between columns, group them into Epics, plan delivery on a roadmap timeline, and customize columns per project — no separate subscription required.

• Roadmap Planner — Drag-to-Resize Gantt
  Plan delivery across projects on a timeline that actually moves. Drag an epic to reschedule it, grab an edge to stretch or shrink it, and use one-click Q1/Q2/Year filters — all on a dark timeline that stays put when you drop.

• CRM — Sales Pipeline in One Click
  A lean Kanban CRM connected to Email and Work. Drag leads between stages, log activities, and never lose context — every touchpoint stays linked to the lead.

• Customer Portal — Invite Your Clients In
  Give your customers a private, branded portal where they collaborate on Work boards, see shared invoices, download files, and chat with you. Per-user access controls let you choose exactly what each invited person can see — no one-size-fits-all.

• Intranet Knowledge Bank — institutional memory that survives turnover
  Knowledge management is the difference between a company that compounds and one that re-learns the same lessons every two years. Most intranets fail because writing entries is too much friction — so people don't. Flitz fixes that: paste a URL or describe a topic in one sentence, and the AI drafts a polished entry — title, summary, body, tags, and category — that you review and post in seconds. Then anyone on the team can ask the knowledge base in natural language and get an answer with citations to the source entries. The result: process docs, decisions, vendor notes, onboarding checklists and customer learnings stay alive instead of decaying in a forgotten Notion workspace.

• AI Gallery — every employee builds their own dashboards
  This is the part that genuinely changes how teams work. Every employee can describe an internal tool in plain English — "build a dashboard showing when each team member last logged in", "client onboarding checklist with status per stage", "absence calendar for the next quarter" — and the AI builds a working HTML/JavaScript artifact in the browser, with full access to your tenant's data via the same SQL toolkit as the AI Assistant. Pin it and it becomes a permanent, shareable mini-app on the team's gallery. Unlike Lovable, Bolt or Replit Agent, the apps you build here are connected to your real, live business data on day one — no API keys, no auth setup, no exporting CSVs. Unlike a BI tool like Looker or Power BI, anyone can build them — not just the data team.

• Documents — file sharing that knows what's inside
  A clean, modern document library for the team — folders, drag-drop upload, smart previews — with one feature SharePoint and Google Drive don't have: every file is a chat partner. Click any document and ask it anything. The AI reads the file (PDF, image OCR, text) and answers in context, with the source paragraphs cited. Use it for contracts ("when does this expire?"), policies ("what's the travel reimbursement rate?"), spec sheets, scanned invoices, anything text-bearing.

• Time Tracking
  Track working hours with a calendar-based interface. Manage absences, run reports, and invoice billable hours directly.