accountants
What bank reconciliation really means for an AP/AR workflow, why it explodes at month-end and year-end, how automated matching works, and how it ties into your books and year-end close.
17 June 2026
How ATCUD and invoice QR codes reshape the monthly close for Portuguese accountants — what AT actually validates, where things quietly go wrong, and a checklist to keep the file clean.
23 April 2026
Mandatory B2B e-invoicing is coming to Portugal through the EU's ViDA package, but no national date is set yet. Here's what is already in force, what is scheduled, and what accountants should have in place before their clients call in a panic.
23 April 2026
The Regime de IVA de Caixa sounds great on paper — you only pay IVA after clients pay you. In practice, it's worth it for a narrow slice of SMEs. Here's how to tell if yours is one.
23 April 2026
Setting up a shared folder doesn't work if half your clients ignore it. Here's how to enforce invoice standards — with scripts, fee levers, and when to fire the client.
23 April 2026
Dext and Hubdoc dominate invoice capture in the UK and US. Here's what Portuguese accountants actually hit when they try to use them for SAF-T and multi-client work.
23 April 2026
How to reconcile your IES annual return with twelve months of SAF-T submissions — where the mismatches come from, what AT cross-checks, and a practical year-end checklist.
23 April 2026
A practical guide to handling invoices for Portuguese short-term rental properties — what VAT rate applies, how to reconcile Booking.com and Airbnb payouts, and what AT expects in your SAF-T.
23 April 2026
How long you must keep invoices under Portuguese law, what AT accepts as a valid digital copy, and what to do when a document goes missing.
23 April 2026
An honest side-by-side of Moloni and Faturiza for Portuguese accountants and SMEs — what each tool is actually for, and which scenarios call for which.
23 April 2026
A date-keyed walkthrough of the full monthly close for Portuguese accountants — from invoice intake on the 1st to SAF-T by the 5th and VAT and withholdings by the 20th — with every obligation mapped to a specific day.
23 April 2026
A day-by-day playbook for accountants onboarding a new SME client — what to collect in week one, what to set up by day 15, and what should be running on autopilot by day 30.
23 April 2026
A plain-language guide to PEPPOL for Portuguese accountants — what the network actually does, where it already applies in Portugal, and what changes in your workflow when a client starts using it.
23 April 2026
An honest look at when Primavera is still the right choice — and when a modern SaaS invoice tool will save an accountant half a day every month.
23 April 2026
A monthly walkthrough for accountants cross-checking e-Fatura against client records — where the mismatches come from, which ones matter, and how to close the loop in under an hour.
23 April 2026
Restaurants and cafés produce 200 to 600 supplier invoices a month. Here's how accountants can process them without losing a week to data entry.
23 April 2026
How to handle invoices from EU suppliers under IVA autoliquidação — what AT checks, where it goes wrong, and the practical checklist to get it right every month.
23 April 2026
Retenção na fonte on service invoices trips up half the freelancers and accountants who deal with it. Here's the guide that actually covers the edge cases — rates, exemptions, Modelo 10, and the mistakes AT quietly notices.
23 April 2026
A practical walkthrough for accountants managing SAF-T submissions for several clients at once — what to automate, in what order, and where human review still matters.
22 April 2026
Most accountants spend more time chasing invoices from clients than actually processing them. A simple shared workflow fixes that.
10 April 2026
Everything you need to know about SAF-T compliance in Portugal — what AT actually checks, common mistakes that trigger audits, and how to stay out of trouble.
15 March 2026
Not everything they say about AI in accounting is true. Here's what actually works in 2026 — and what's still science fiction.
28 January 2026
