on 7 July 2026
Pre-accounting software that gathers your whole business in one place
DoliPlus is pre-accounting software that brings together every tool you need to steer your company day to day:
- a dashboard showing invoices to collect, orders to handle and quotes in progress;
- a cash-flow forecast that crosses customer invoices, supplier invoices and due dates;
- cost accounting that splits income and expense by activity, department or project;
- bank statements imported automatically, SEPA payments and transfers included;
- a clean accounting export, ready for your accountant.
As a result, you track your sales, your cash and your results without juggling ten different applications. DoliPlus is the enhanced cloud edition of Dolibarr, the open-source ERP & CRM used across Europe.
This article gives a theme-by-theme overview of what is available. Each section points to a detailed chapter, so you can measure the real reach of the solution.
All-in-one management and pre-accounting software
First, it helps to understand the difference between management and accounting. Management is the day-to-day steering of your activity: quotes, orders, invoices, stock and cash.
Pre-accounting, in turn, prepares and structures all that data for your accountant. Consequently, you save time and your accountant receives clean entries, ready to import.
Thanks to that approach, you stay in charge of your business without becoming an accountant. Pre-accounting software therefore plays the part of a central dashboard, where other tools stay in their own silos.
The dashboard, your control desk
Right from the home page, widgets show the key figures: invoices to collect, orders to handle, quotes in progress. At a glance, you therefore know what needs your attention.
Besides, you follow your turnover and your sales targets in real time. Here are the steering tools worth exploring:
- Customisable dashboard — compose your indicators on the home page and on each business screen, then open the detail in one click.
- Turnover dashboards — see your sales month by month.
- Sales target entry — compare actual against plan.
- Statistics and dashboards — analyse each activity.
Cash-flow forecasting, to see it coming
Cash remains the heart of the matter. That is why DoliPlus offers a forecast plan, projecting your receipts and payments over the coming months.
Moreover, the table crosses customer invoices, supplier invoices and due dates. You therefore spot a cash gap before it happens.
- Cash management — steer your flows and your forecast balances.
Cost accounting and the income statement
Beyond the overall result, you often want to know where your costs and your income come from. Cost accounting answers exactly that need.
Indeed, it splits expense and income by activity, by department or by project. You then get an income statement built for management, readable without accounting training.
- Cost accounting in DoliPlus — break your results down by axis.
- Management-oriented income statement — follow your real profitability.
Invoicing and payment tracking
The invoice sits at the heart of management. DoliPlus therefore handles the whole cycle, from customer invoice to supplier invoice, subscriptions included.
Besides, the software watches unpaid invoices and chases late customers automatically. You therefore secure your receipts:
- Customer invoice — issue and track your sales invoices.
- Supplier invoice — record your purchases and expenses.
- Recurring invoicing — automate subscription invoices.
- Automated payment reminders — cut your late payments.
- Customer credit management — keep customer risk under control.
Bank reconciliation and payments
Next comes the bank side. DoliPlus imports your bank statements automatically, which speeds reconciliation up considerably.
Moreover, you generate your direct debits and transfers in SEPA format. You can also offset receivables and payables of the same partner:
- Automated bank statement import — tick off your entries without typing.
- SEPA direct debit — collect from your customers automatically.
- SEPA transfer order — pay your suppliers in batches.
- Offsetting receivables and payables — simplify crossed accounts.
Sales statistics and margin
To decide, you must measure. DoliPlus therefore offers plenty of statistics on your products, your services and your customers.
In particular, you identify your best sellers and check your real margin. You therefore aim your effort at what actually pays:
- Popular products and best sellers — spot what sells.
- Best sales — analyse your volumes per product.
- Margin and cost price calculation — check profitability line by line.
Financial steering by project
If you work in projects or on site, every job becomes a profit centre. DoliPlus then tracks income and spending project by project.
For example, you compare time spent against the budget sold. You therefore measure the profitability of each file continuously:
- Project management — structure your jobs and your tasks.
- Financial tracking of project production — steer invoices to raise and costs to pay.
- Project time entry — value the hours consumed.
Pre-accounting: preparing your accountant work
Finally, all this data converges on pre-accounting. DoliPlus generates a clean accounting export, readable by every practice software.
In other words, your accountant receives entries that are already structured. You therefore avoid double entry and cut the cost of bookkeeping:
- Accounting export — hand your entries to your accountant.
- Report per company and VAT — prepare your returns.
Why choose DoliPlus pre-accounting software
In short, DoliPlus links all your tools inside a single environment. Consequently, your data flows without a break, from the quote through to the accounting entry.
Above all, you keep a clear view of your business, without technical expertise. To go further, explore our complete DoliPlus documentation.
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