For accounting firms
Closing the month for all your clients
How an accounting firm works with Rucibo, from the invitation to each client's RG 90 file.
Create your firm
Sign in to the panel with your Google or Apple account, or your email, and create your firm with its name and, if you want, its RUC. Add your team with a link: each person signs in with their own account, as owner, admin or staff.
Invite your clients
In Invitations, create one invitation per client. The panel gives you a code, a link and a message ready for WhatsApp. Choose what you ask for: building their package, sending requests, uploading invoices for them, reviewing and correcting their invoices, and whether you file their RG 90.
Your client accepts in the app and chooses which RUC to share and from which month. They can change the permissions or stop sharing at any time, and their activity log shows everything you open, download or change.
Your client can also connect with you from the app, by your email address, without waiting for a code. If you sign in to the panel with that address, you see their request in Client requests: you choose which firm to add them to and accept it, or decline it.
Validate the month's invoices
The month-end close shows all your clients with their invoices by status. In a client's month, filter by status, by your review or by kind of warning, and validate the right ones at once.
If your client gave you the permission, open an invoice, correct what needs it and press Save and validate: you move on to the next one to validate. Your client sees each field you corrected and can undo your last change.
Ask for what is missing
If an invoice is missing or a photo came out badly, send a request from the panel. Your client gets a notice in the app and replies there, without losing the thread on WhatsApp.
Upload the invoices they bring on paper
If your client gave you the permission, upload the photo, PDF or XML of their invoices from the panel. They land under their RUC, marked as uploaded by their accountant.
Upload everyone's invoices together
In the Inbox, upload a file or a ZIP with invoices of several clients: an exported WhatsApp chat, a folder downloaded from Drive or the attachments of an email. When it is known which client an invoice was issued to, it goes to that client on its own, if they let you upload invoices. The rest wait in To assign: you look at the photo, choose the client or discard it. If you later create the client of one of them, tap Look for the client again. Those you do not assign are deleted after 30 days.
Clients without the app
From Clients, create the RUC of a firm client with its name and obligations, and upload their invoices yourself. When they want to use the app, invite them to their RUC from its page. If you later prefer the RUC to be theirs, hand it over: it moves to their account with its invoices, and your firm keeps working on it with what they choose to share.
Download the month
Build one client's package, or all your clients' packages together in a ZIP with a folder per client. Each package holds the RG 90 file, the spreadsheet with your review and the images. After you upload the file to Marangatu, mark it as uploaded to keep track.