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Clients & sales

  • Client managementClient details, company and VAT numbers, payment terms
  • Intake formCollect details from a potential customer and continue yourself to a lead
  • LeadsTrack potential customers through to a quote and won work
  • Client portalShare quotes, contracts, invoices and project information with your client
  • QuotesCreate, send and convert a quote into an invoice
  • ContractsService agreement with digital signature
  • Assignment checkIs a job worth it? Check before you say yes

Work & projects

  • ProjectsFrom signed contract to a project with time and costs
  • Project tasksTasks, deadlines and logged hours inside a project
  • Project profitabilityInvoiced and collected revenue, direct costs and margin on one project
  • Time trackingLog hours per client or project and bill them
  • Mileage logKeep business trips with a rate per kilometre
  • Products & servicesSave price and VAT once, reuse everywhere

Invoicing & admin

  • InvoicesInvoices with Dutch VAT, numbering and PDF
  • Recurring invoicesDraft invoices generated monthly, quarterly or yearly
  • Payment remindersReminders before and after the due date
  • ExpensesBusiness costs with VAT, category and receipt
  • Purchase invoicesKeep supplier invoices with their file attached
  • Bank CSV importImport a statement and match payments to invoices

Tax & bookkeeping

  • Financial overviewIncome, expenses and open invoices per period or client
  • Tax calculatorIndicative estimate of tax and net income
  • Bookkeeper packageExport and secure share link for your bookkeeper
  • Hourly rate calculatorFree: work out the hourly rate you need
  • Hours criterion calculatorFree: do you reach the 1,225 hours for entrepreneur deductions?

Documents

  • Multilingual invoicesDocuments in 7 languages, set per client
  • CV makerFreelance CV or portfolio with a shareable link
View all tools

Popular

  • Freelancers (ZZP)
  • Construction
  • Cleaning
  • Consultants
  • Coaches
View all industries
Pricing
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←Home

Clients & sales

  • Client managementClient details, company and VAT numbers, payment terms
  • Intake formCollect details from a potential customer and continue yourself to a lead
  • LeadsTrack potential customers through to a quote and won work
  • Client portalShare quotes, contracts, invoices and project information with your client
  • QuotesCreate, send and convert a quote into an invoice
  • ContractsService agreement with digital signature
  • Assignment checkIs a job worth it? Check before you say yes

Work & projects

  • ProjectsFrom signed contract to a project with time and costs
  • Project tasksTasks, deadlines and logged hours inside a project
  • Project profitabilityInvoiced and collected revenue, direct costs and margin on one project
  • Time trackingLog hours per client or project and bill them
  • Mileage logKeep business trips with a rate per kilometre
  • Products & servicesSave price and VAT once, reuse everywhere

Invoicing & admin

  • InvoicesInvoices with Dutch VAT, numbering and PDF
  • Recurring invoicesDraft invoices generated monthly, quarterly or yearly
  • Payment remindersReminders before and after the due date
  • ExpensesBusiness costs with VAT, category and receipt
  • Purchase invoicesKeep supplier invoices with their file attached
  • Bank CSV importImport a statement and match payments to invoices

Tax & bookkeeping

  • Financial overviewIncome, expenses and open invoices per period or client
  • Tax calculatorIndicative estimate of tax and net income
  • Bookkeeper packageExport and secure share link for your bookkeeper
  • Hourly rate calculatorFree: work out the hourly rate you need
  • Hours criterion calculatorFree: do you reach the 1,225 hours for entrepreneur deductions?

Documents

  • Multilingual invoicesDocuments in 7 languages, set per client
  • CV makerFreelance CV or portfolio with a shareable link
View all tools

Popular

  • Freelancers (ZZP)
  • Construction
  • Cleaning
  • Consultants
  • Coaches
View all industries
SSmartWerk

Income and expenses at a glance, without a spreadsheet

Tax & bookkeeping

See what came in, what you spent and which invoices are still open, for any period or client, from your own SmartWerk records.

Start for freeView pricing

Start free, no credit card needed.

Revenue€ 18,420Outstanding€ 4,235Costs€ 2,310
Financial overviewIncome, expenses and open invoices per period or client
01

What is it?

The overview is a page with your income, expenses and open invoices, calculated from the invoices and expenses you already keep in SmartWerk.

02

Who is it for?

For freelancers who want to know where they stand before the quarter ends, without building a spreadsheet.

03

What problem does it solve?

Income sits in your invoices, costs in your receipts and what is still open in your head. Putting that together by hand takes time and usually happens too late.

What you get

01

Paid and open, apart

Income counts paid invoices by payment date. Sent but unpaid invoices are shown separately and only count once they are paid.

Start for free
Revenue€ 18,420Outstanding€ 4,235Costs€ 2,310
02

Any period or client

Choose this month, last quarter, this year or your own range, and filter on one client.

Start for free
Project
Invoiced€ 4,800
Received€ 2,976
Costs€ 864
Margin€ 3,93682%
03

Comparison with the previous period

See whether income, expenses and result went up or down, and which client brings in the biggest share.

Start for free
InvoicesNew
ClientStatusAmount
BVBakkerij Van Dijk2026-041Paid€ 1,210.00
SNStudio Noord2026-040Sent€ 3,025.00
DVDe Vries Advies2026-039Overdue€ 847.50
MDMeridian Design2026-038Draft€ 605.00
GBGreenTech BV2026-037Paid€ 2,420.00
04

Export when you need it

Download the figures as CSV or PDF for your own records or your bookkeeper.

Start for free
CostsNew
NameCategoryAmount
Kantoorhandel PietersKantoor€ 64.90
Mobiel abonnementTelefoon€ 29.95
Tankstation NoordAuto€ 71.40
Coworking UtrechtWerkplek€ 195.00

How it works in SmartWerk

  1. 1

    Keep your records in SmartWerk

    Create invoices, record payments and log expenses as they come.

  2. 2

    Open the overview

    The figures are calculated from your records and change with them.

  3. 3

    Choose a period or client

    Pick a period or a custom range, and optionally one client.

  4. 4

    Read and export

    Look at the charts and insights, then export a CSV or PDF.

Part of one workflow

SmartWerk follows a job from client to bookkeeper. The highlighted step is this page.

  1. Client
  2. Quote
  3. Contract
  4. Project
  5. Time · km · costs
  6. Invoice
  7. Reminder
  8. Bookkeeper / tax (You are here)

What you can do

The overview draws on your invoices and expenses. From it you can open the tax calculator or the bookkeeper package.

  • Income, expenses and result

    Income, expenses and the result excluding tax, with VAT collected and VAT on expenses next to them.

  • Open invoices

    The number and amount of sent invoices that are not yet paid.

  • Insights

    A comparison with the previous period, the share of your biggest client and a note when expenses jump.

  • Charts

    Income against expenses over time, income by client and expenses by category, which you can show or hide.

  • CSV and PDF export

    Take the overview with you as a file.

Connected to other tools

  • InvoicesInvoices with Dutch VAT, numbering and PDF
  • ExpensesBusiness costs with VAT, category and receipt
  • Tax calculatorIndicative estimate of tax and net income
  • Bookkeeper packageExport and secure share link for your bookkeeper

Frequently asked questions

What does the overview count as income?

Paid invoices, by payment date, including VAT. Sent invoices that are not yet paid are shown as open and are not counted as income.

Is the result my profit?

No. It is income minus recorded expenses, without tax or other items. Use the tax calculator for an indicative estimate.

Can I see figures for one client?

Yes. You see that client’s income. Expenses and the result stay at business level, so choose all clients for the full picture.

Can I export the figures?

Yes, as CSV or PDF. The files are for your own records and are not a VAT return.

What it does not do

  • The result is income minus expenses, not your net profit or your tax position, and the overview is not a VAT return.
  • With a client filter you see income for that client only; expenses are tracked at business level.
  • The figures are only as complete as the invoices and expenses you have recorded; SmartWerk does not read your bank account.

Try it with your own data

Create a free account and start with one client. Upgrading can wait until you really need a feature.

Start for freeView pricing
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