The same functions for you and for the agent
Almost all of the ERP's endpoints are available to the agent, just as they are to the user.
Modules
Modules that work together.
One agent.
You talk to a single point of contact; behind the scenes, each module brings its own tools and controls. Here is what is available, what is rolling out, and what is coming, country by country.
Why a new-generation ERP
In Pinnokio, every ERP function exists twice: on screen for you, and for the agent. This double access is reassuring, because you can see how things are recorded, and it doubles as a dashboard.
Fine-grained permissions and approvals
You set what the agent can do on its own and what requires approval, depending on how sensitive the action is.
One module, one agent
Each module is driven by the agent that bears its name: accounting agent, CRM agent, HR agent, contracts agent, projects agent.
See how it worksModules by family
The status shown is the one for your country. Statuses change: this page is the reference.
Operations
CRM and contacts
AvailablePipeline from lead to accepted quote, quotes sent as PDF and by email, conversion into a customer invoice.
Mobile app and campaigns: coming soon.
Discover the CRM moduleProjects
AvailablePhases, milestones, tasks, team, change orders and time; billing by fixed price, milestone, time spent or progress.
Construction progress invoices and down payment deduction included.
Discover the projects moduleContracts
AvailableContract reading, recurring, milestone, usage-based or progress-based cadence; invoicing and revenue recognition.
See the contract → invoice use caseSales and invoicing
AvailableCustomer invoices, credit notes, down payments, layout templates; the single output of contracts and projects.
Accounting and banking
Document routing
AvailableSorts and distributes incoming documents: invoice, statement, contract, HR document.
Supplier invoices
AvailableExtraction, allocation to the chart of accounts, journal entry; human approval when confidence is insufficient.
Banking and reconciliation
AvailableCAMT, MT940, CSV or PDF statements reconciled with invoices and journal entries, exchange differences included.
Discover the accounting moduleIntegrated accounting and ERP connectors
AvailableNative Pinnokio ERP, or a connection to Odoo, Bexio and QuickBooks. Crésus is in beta; Winbiz is coming.
Expense reports
AvailableReceipts, extraction, approval, bank reconciliation.
Fixed assets
AvailableStraight-line, declining-balance or units-of-production depreciation, disposal with gain or loss. Activated per company.
Discover the fixed assets moduleElectronic signature
AvailableSend contracts and documents for signature, track signatures, archive the signed document.
Connector module
Early accessConsolidation of multichannel revenue into journal entries, from Excel or CSV exports; API coming soon.
Understand the connector moduleCommunication
Mailbox and mailbox agent
AvailableOne mailbox per mandate or company, with an agent that handles incoming mail according to context and the rules you have set.
Chat via ChatGPT or Claude (MCP)
Coming soonWork from your usual chat: the ERP's functions are available to the agent just as they are to the user.
See how it will workPeople
Payroll and HR
AvailableEmployees and contracts, pay items, gross-to-net, withholding tax, payslips, salary certificates, journal entries.
Switzerland: available for all 26 cantons.
Discover the payroll moduleProducts and stock
Products, stock and inventory
AvailableStock movements, warehouses, valuation, opening stock import.
Healthcare (Switzerland)
Healthcare invoicing
Early accessPatient invoice, tariffs 590, 595 and 407, QR-bill, reimbursement voucher and XML to the Swiss standard.
Switzerland only.
Discover the healthcare moduleSteering
Balance sheet and income statement
AvailableAsk Pinnokio as you would ask your accountant: prior-year comparison, multi-period, indicator banners by nature or by function.
Annual (statutory) financial statements
AvailableDrafting assistant for financial statements with a pre-filled notes section.
Switzerland: already rolled out (Code of Obligations).
Cash flow, direct method
AvailableOperating, investing and financing flows, free cash flow, drill-down to journal entries.
Custom dashboards
AvailableAsk a question in natural language: the agent builds a read-only table.
Fiduciaries
Mandate cockpit
AvailablePortfolio, file per mandate, team, activity counters, multi-company reporting.
Discover the cockpitClient portal
AvailableRequests, secure upload, status, archives, in the fiduciary firm's colours. Firm assistant: coming soon.
Discover the client portalFrequently asked questions
What do the statuses mean?
Available: usable today. Early access: open to selected users. Rollout in progress: delivered gradually, with limits. Coming soon: announced, not yet usable.
Are the modules the same in every country?
No. Switzerland is the most mature market. Other countries (France, Germany, Austria, Belgium, Luxembourg, Italy, Spain, the Netherlands, the United Kingdom) are being prepared, at varying levels of maturity. This page shows availability by country as soon as a market opens.
Do I have to activate every module?
No. You use the modules you need, and you can keep your existing business software: connectors and file import bring in their data.
Pricing
How much does it cost?
You pay as you go, in credits, with no mandatory subscription. Here is the order of magnitude.
- Supplier invoice processed
- 65 credits
- Bank transaction reconciled
- 35 credits
- Document routed
- 15 credits
- Assistant interaction
- ~3-5 credits
5'000 credits offered on sign-up, no credit card required.
See how it works on your own scenario
A business situation, your tools, your rules: the demo starts from your reality.