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Complete wealth management suite for CIF/CGP: client journey, regulatory documents (DER, PI, BP, LM, RA), simulators (Life Insurance, PER, PEA, IFI, PVI, Livrets), AI method, client portal.
Customers or members pay in advance; TakePOS spends the balance at each visit until it runs out. Dolibarr accounting stays intact.
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Check FEC file generated by dolibarr export before sending to your accounter
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Dolibarr produce a FEC file from accounting module. This module re-read that file and make some analyze like your accounter will do.