Document Management

Everything at your fingertips with our document management

Maximum transparency across all documents — whether invoice, contract, order, order confirmation or delivery bill. You can store and link documents in Candis and find them again using the full-text search. Thanks to our 10-year retention period, you are always on the safe side, even in the event of an audit. Everything clear? Everything Candis.

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Simply excellent

This is what our customers say.

Depiction of a rating of 4.7 out of 5 stars on the Trustpilot platform
Depiction of a rating of 4.8 out of 5 stars on the Capterra platform
Depiction of a rating of 4.5 out of 5 stars on the Google platform
Presentation of a rating of 4.0 out of 5 stars in the Apple App Store

Efficiently manage and track financial documents

Convenient storage

Efficient and smooth - simply send your documents by e-mail or upload them directly to Candis.

Central overview

Documented and connected — link invoices, contracts, delivery bills and other documents from financial accounting.

Faster Search

Find documents faster – with our full-text search.

Secure storage

Guaranteed GoBD-certified — all documents are securely stored in the cloud for 10 years in accordance with GoBD guidelines.

How to manage financially relevant documents in Candis

Find documents

Clearly structured, quickly accessible

Classifying documents can be so easy. With Candis, you can create individual keywords according to your own rules. Whether for individual projects, different departments or for specific document types: You always have full control over what your keywords are called and what structure they follow. Thanks to our powerful filter and search functions, every tagged document is also exactly where you need it — quickly found and precisely categorized.

Connect documents

Clearly structured, quickly accessible

With Candis document linking, you can seamlessly document a business transaction from contract conclusion to delivery bills and invoices. Link all relevant documents together - and bring them together in one central location. This means you have all other information and agreements to hand as soon as you open a document. Neatly filed, sorted and archived.

Free consultation

Find out if Candis is right for you

Store documents

An archive with a future

At Candis, the security of your documents is our top priority. And that naturally includes archiving your e-invoices. Every document is therefore stored securely in the cloud for a guaranteed 10 years in accordance with GoBD guidelines. We also archive every document process — precisely in the history. This transparent and sustainable process documentation allows you to view all changes and activities relating to your documents at any time.

GoBD-certified

Ralf Siegert, CEO / Managing Director

Carsolutions International GmbH

The full-text search in Candis is particularly helpful for us. It allows us to find information quickly and easily without having to search and search again.

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Michael Schoner, Director Finance

Riskmethods GmbH

Logo Riskmethods

"All invoices are now digitally recorded and can be retrieved at any time via the document archive and the clever search function."

Jürgen Schneider, Head of Finance

Kyon Energy Solutions GmbH

We are very satisfied with Candis' automatic data capture. We compared the recognition rate with the competition and Candis came out on top with 84%!

Alexander Knopp von Jacob Holding

Alexander Knopp, Accountant

Jacob Holding

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"Everything you need in one place. As a dynamic company, we are always looking for optimal solutions. CANDIS makes invoice management as uncomplicated as possible."

Testimonial Portrait Andrea Witke die wegmeister gmbh

Andrea Witke, Head of Financial Accounting

Die Wegmeister GmbH

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"An intuitive interface even for non-finance employees was important to us, that it looked tidy and that it displayed everything important in great detail. Candis delivers this in ONE system - great!"

One PDF, all infos

The Candis info package

FAQs about our archive