Features
Invoices and receipts.
All together.
From your first quote to a BMD export, Marlies brings invoices, receipts and payments together with an AI assistant.
Sales
From quote
to invoice.
Keep customers, products and sales documents together, and carry details forward to the next document.
- Customers and products
- Save contact details, products and prices for your quotes and invoices.
- Keep documents connected
- Turn a quote into a delivery note or invoice.
- Credit notes and cancellations
- Create credit notes and cancellations linked to the original invoice.
- Recurring invoices
- Use recurring templates to create invoice drafts, for example monthly or yearly.
- Invoice in stages
- Create advance requests, partial invoices and final invoices for euro agreements issued by your Austrian business.
- Check before issuing
- Marlies checks required details and supports Austrian tax cases such as the small-business exemption and reverse charge.
- Make it yours
- Choose Modern or Classic, set document numbering and create custom designs with Pro’s Layout Studio.
Receipts
Upload a PDF.
See the details.
Marlies extracts invoice details from your PDFs and suggests accounts for you to review.
- Upload in batches
- Upload several PDFs at once; Marlies detects files that are already saved.
- Extract invoice details
- Review the supplier, invoice number, date, amount and VAT alongside your document.
- Prepare account assignments
- Review suggested accounts and save your choices for similar invoices from the same supplier.
- Track your suppliers
- See purchase documents and outstanding amounts for each supplier.
Bank reconciliation
Match payments.
Track invoices.
Import bank transactions from George as CSV or JSON and match them to invoices and purchase documents.
- Import George files
- Import transactions from George as CSV or JSON and review them before saving.
- Review suggested matches
- Marlies suggests matching invoices and purchase documents for you to review.
- Resolve payment differences
- Allocate partial payments and record documented remaining amounts as bank fees.
- Track outstanding amounts
- See receivables and payables alongside their allocated payments.
Ask Marlies
Your question.
A closer look.
Ask Marlies to find records, open relevant views and carry out the tasks you allow in the app.
- Answers with context
- Ask about customers or unpaid invoices and open relevant records from the answer.
- Choose allowed actions
- Allow tasks such as saving drafts; issuing, cancelling and deleting each need your approval in the chat.
- Beside your work
- Use Ask Marlies in the side panel or open the dedicated chat view.
- Connect your preferred AI
- Your own API key or local model remains free to use; Pro adds Marlies KI with processing in Europe.
Which invoices are overdue?- Which invoices are still open, by customer?
- Show me the details of a customer
Your accountant
Prepared for
your accountant.
Prepare posting data for BMD NTCS and carry forward documented outstanding balances from your previous bookkeeping.
- BMD export package
- Export posting entries and customer and supplier records in a ZIP package, with optional PDF documents.
- Review before exporting
- Check for missing or conflicting details before creating the package.
- Keep export history
- Marlies identifies documents already exported and points you to the original package.
- Carry forward balances
- Bring in outstanding balances at a confirmed cutoff date, supported by original documents and evidence.
Overview
Your numbers.
At a glance.
See monthly net sales, purchases and incoming and outgoing bank transactions, alongside your top customers by sales.
Your work.
On your computer.
Work with a local database, back up your data and export it when you need it.
Desktop app
Mac / PC
macOS on Apple Silicon and Intel, Windows on x64 and Arm64.
No account
€0
The free app works without a Marlies account.
Two languages
DE/EN
Choose a German or English interface.
Your next invoice.
With Marlies.
Your invoices and receipts, on your computer. Marlies is free for macOS and Windows, with no account needed.
Ask about downloads