Manage all your clients — at once, automatically.
ControlliQ manages all your client companies from a single interface: automatic categorization, VIES verification, accounting exports, and email invoice submission for every company.
Familiar problems?
Same manual work for every client
Download invoices, record them in the accounting software, chase the missing ones. Per client. Every month.
No ready-made import file — you build it yourself
Either you enter data manually, or you build import files yourself in Excel. We have a ready solution for everything: the data is delivered directly in the format your accounting software imports.
Manually checking EU VAT numbers
VIES verification from the browser, one by one. Error-prone and time-consuming.
How does it work?
Set up client companies
The accountant creates the client account and includes it in their service — or registers the client, who then adds them as their accountant.
Automatic ingestion
Invoices synced, AI-categorized, always up to date.
Export in one click
In any accounting software format, audit-ready — just import it.
Multi-company management
One login, every client separated.
Native accounting exports
RLB, Novitax, MS Dynamics and any other accounting software — we can create the right import file.
Automatic VIES + categorization
Repetitive tasks run themselves.
The bank reconciliation that takes the load off you
Upload any bank statement — the 5-level engine links rows to the right invoice automatically, and you handle the rest in a few clicks.
The most reliable match: links the row to the invoice by the invoice number found in the bank memo.
Matches a previously recorded item with the same date and amount.
Reconciles an open invoice by partner name and amount — including bank partner aliases.
Fallback match on amount alone, at lower confidence, flagged for review.
One transfer across several invoices, or one invoice split into instalments — the remainder can become a bank fee entry.
How does it speed up your work?
Native export to Novitax, RLB and Microsoft Dynamics — line-item or invoice-level layout.
Batch transfers in bank-specific formats (OTP, Erste, K&H) — ready for netbank import.
Automatic, timestamped EU VAT number validation on every partner.
All clients from one account with fast switching — data isolated per company.
Admin, accountant and assistant roles — everyone sees only what they should.
Debit/credit ledger account per line item — precise, exportable posting.
Who is it for?
It's for you if...
- You run an accounting firm with 3+ clients
- You collect invoices from clients via email, Drive, or other semi-manual channels
It's not for you if...
- Your existing ERP system already solves these problems
- You insist on paper-based accounting and printing everything
Partner program for accounting firms
In the partner program you register your clients and they pay for their own plans — there is no separate fee for your accountant access, and the accountant features are available in every plan. Get in touch and we will set you up within a few days.
Personal consultationFrequently asked questions
Data is stored securely in a modern database, fully separated per client account. No data is ever mixed between clients.
Yes — for RLB, Novitax, MS Dynamics and any other software, we can create the right import file.
Required documents can be uploaded with minimal effort — far better than communicating every detail via email or Drive. Automated sync (NAV, Billingo, Számlázz.hu) handles most of it for them.
You can include the service in your billing and continue managing it — in this case the client's data can be exported after they leave. If the client subscribed themselves and cancels or deletes their company, the data in the system is also deleted.
Typically the client uploads their invoices and manages the system. If the accounting firm subscribes, the client should be added as a user. If the client registers themselves, the accountant needs to be added to the account.
What our customers say
„We previously used another program to track invoices and finances. We weren't entirely satisfied with it, but it's hard to replace systems you're used to. At first I was skeptical about ControllIQ, but I really liked that it offered a 30-day trial, so I didn't have to commit right away. It really was quick to set up, just as promised, and the connection process was simple too. Since then it has become part of our daily routine. It's much more usable than our previous program — clearer and with more features. Working together with our accountant has become simpler and faster too. The time saved is measurable in hours every week. I wholeheartedly recommend this system to every SME."
In a short consultation we'll show you how it fits your workflow
If you'd like to try it, we'll look at your clients' processes and set up the system for you.
Personal consultation