The Complete ERP & Multi-Currency Accounting Platform
Run your business across borders: e-invoicing, fully automated accounting, multi-currency bank reconciliation, project profitability, smart billable expenses, forecast-ready budgets and 50+ integrated modules. Built to comply with local tax regulations and operate in 29 countries.
Intelligent Business Ecosystem
Tap an orb to explore the vertical
50+
Integrated Modules
Full ERP suite
100%
Accounting Automation
Auto journal entries
99.9%
Availability
Guaranteed uptime
24/7
Technical Support
Real humans, 24/7
New features that change the way you invoice
AML/KYC Compliance, AI Tax Planning, dynamic Credit/Debit Notes, Payment Plans with American and Balloon methods, QB-style recurring documents, Client Portal with audit trail and QBO sync. At no extra cost on your current plan.
AI Tax Planning
Smart tax assistant that analyzes your period tax filings and projects your annual return, monthly advances and asset taxes. Ask questions in natural language ("is leasing the Q4 vehicle worth it?"), keep the analysis history and download it as a PDF with your company logo. Exclusive to the Enterprise plan.
Dynamic Credit/Debit Notes
Create sales or purchase Credit and Debit Notes by quantity (returns goods to inventory) or by free amount with an editable concept. Choose whether the credit applies immediately to the open balance or is held in favor of the client/supplier for later use, with an application history visible on every note and profile. Direct action menu (⋮) on invoice lists to generate them in one click.
Payment Plans Pro: American, Balloon & refinancing
New amortization methods: American (interest only, principal at the end) and Balloon (global payment configurable by % or amount), one-click balloon refinancing into a new plan, automatic WhatsApp/Email alert when the balloon is near, multi-installment collection with a consolidated receipt and full plan editing or restructuring.
QB-style recurring invoices & expenses
Recurring templates with 3 types: Scheduled (generates itself), Reminder (pings the bell) and Unscheduled. Set the interval, day of month, end by date or occurrences, lead days and issue as draft or official invoice. Duplicate templates and browse the generated history.
QBO sync
Connect your QBO account via OAuth and sync your accounting: live connection status, per-company sync logs and secure disconnect from the panel.
Branch-scoped roles & user management
Restrict custom roles to a specific branch or warehouse (the user only sees and operates their site), edit other users’ profiles (name, email, phone, role), reset passwords with forced change at first login and activate/deactivate accounts. Granular CRUD control per module.
Multi-currency statements & client withholdings
Client and supplier statements with automatic conversion to base currency, outstanding breakdown per currency, WhatsApp delivery with a public download PDF and by email. Sales e-invoices also support client tax withholdings with automatic journal entry and "Net Receivable" on the PDF.
Client Portal with access audit
Give clients secure self-service: they log in with their email to an independent portal to check their balance and download invoices 24/7. Generate access in 1 click from the client list (credentials are emailed automatically), audit every login, view and download with date, time and IP — highlighting foreign accesses — and close all sessions remotely. Available on Business and Enterprise, with prorated online upgrade.
Purchasing Pro: partial receipt & combined POs
Receive goods from a Purchase Order in multiple deliveries (inventory and journal entry recorded per receipt, with who/when history), combine multiple POs from the same supplier into ONE purchase bill — full or partial per order — and get automatic bell reminders when a delivery is overdue.
Configurable signatures on your PDFs
Add "Prepared by" (with the real name of the document creator), "Received by" (with receipt date) and "Authorized Signature" blocks to your Purchase Orders and other documents. Reorder signatures with drag-and-drop and customize their labels from the template editor.
Salespeople: hierarchy, goals & posted commissions
Renewed Salespeople module: hierarchy with sub-sellers and Independent or Shared commission, monthly goals with progress bar, monthly podium ranking, email alerts for overdue invoices with pending commission, exportable settlements to PDF/Excel and commission payouts with withholdings that auto-generate the journal entry and a PDF receipt. Available from Premier.
Professional Bank Reconciliation
Sequential monthly reconciliation with auto-inherited opening balance, multi-currency support (reconcile USD or EUR accounts in their real currency), automatic adjustment entry for differences, in-transit checks and deposits that stay available until cleared, a signable PDF Reconciliation Statement with your logo and history export to PDF/Excel.
FX rate on cash sales & purchases
When paying or collecting a cash invoice with a foreign-currency bank account, the system asks for the conversion rate (pre-loaded with the last one used), shows the real equivalent (e.g. "US$188.80 will be paid") and records the exact amount in the account currency so histories, reports and reconciliation match to the cent.
Complete Checks module
End-to-end check management: numbered checkbooks per bank account, issuance with unified payee (suppliers, employees, clients), multi-account and multi-invoice accounting distribution, PDF printing on real bank forms, drag-and-drop visual editor, auto-promoted post-dated checks, automatic reconciliation against the bank statement, bounce with accounting reversal and bank book. Amount in words in the bank-account currency. Available from Business and Enterprise.
End-to-end Multi-Currency (Sprint 1-3)
Captures the 14 IAS 21 accounting fields on every foreign transaction (AR, AP, advances, payments): base amount, foreign amount, exchange rate, original rate, realized/unrealized FX gain-loss. Reports with USD/EUR view + Excel/PDF export with conversion and the central-bank rate auto-loaded daily.
Foreign-Currency Exposure widget
The dashboard shows your total outstanding balance per currency (USD, EUR) across AR, AP and advances, plus the month’s realized FX gain/loss. Instant cash-management decisions.
Communications with real-time tracking
Native email delivery with Resend. Tracking webhooks (delivered, opened, clicked). Daily cron of automatic reminders to overdue clients. Communications tab on every client.
Income Receipt templates
Visual editor with customizable header, signature, logo and colors per company. Live PDF preview. Selector injected into collections, advances and payment-plan installments. Full audit with drill-down and a badge for deleted transactions.
Payment plans with custom installments
Complete module: clients on payment plans, tailor-made installments with individual due dates, Top Payers and At-Risk reports, client-intelligence widget on the dashboard.
Apply advances from the invoice
When creating a sales or purchase invoice, a banner warns you if the client/supplier has pending advances. Select amounts to apply and they are deducted automatically on save. Zero inflated AR/AP.
Smart billable expenses
Flag expenses from journal entries, supplier bills or projects as billable to an end client. When creating a sales invoice, a modal suggests which to include with markup and links them automatically.
Project profitability with e-invoicing
Record hours, reimbursable expenses and billable entries tied to a project. Generate the pending electronic invoice in one click and mark everything as collected.
Rolling Forecast & scenarios
Clone your budget as a Forecast, update elapsed months with actuals and extend 12 months forward. Continuous financial planning without Excel.
Management Report Pack
Executive PDF with Balance Sheet, Income Statement, Cash Flow, key indicators and narrative. Ready for your board or management.
Client > Projects view
From any client’s profile, see all their projects with revenue, unbilled amounts and profitability. Visual hierarchy without duplicating entities.
Global Search & Shortcuts
Ctrl+K to jump to any module, client, invoice or report. Keyboard shortcuts across the whole ERP for maximum productivity.
Smart collection alerts
Visual badge on the client list when they have uncollected billable expenses. Click straight through to generate the sales invoice.
80mm & 100mm thermal printing
POS templates optimized for 3-inch and 4-inch thermal printers. Perfect for restaurants, groceries, pharmacies and quick sales.
Multi-bank Banking Hub
Direct connection to financial aggregators to sync bank movements and reconcile transactions automatically from a single dashboard.
Product variants (Color/Size)
Handle products with unlimited variants. Full support in POS, e-invoicing, per-warehouse inventory and per-variant profitability reports.
Serials / IMEI with warranty
For appliances, phones and dealers. Each unit with a unique serial, warranty control and a dashboard widget.
FIFO lots & expirations
For perishables: lot traceability, expiration alerts and automatic FIFO consumption.
Specialized verticals for your business
Beyond the full ERP, we offer dedicated modules with pre-configured workflows, templates and industry-specific reports.
POS System
Modern point of sale with e-invoicing, offline mode and multi-terminal support. Tailored setups for restaurants, retail, pharmacies, hotels, jewelry stores, dealers and repair shops.
Health CRM
Electronic health records, QR digital prescriptions, telemedicine, online scheduling and a patient portal. Designed for physicians, clinics and health centers of any size.
Fortexa Condo
Administración de condominios: unidades, cuotas, cobranza, mantenimiento y portal del residente. Desde USD 49/mes.
Fortexa Constru
Takeoff sobre planos, estimación multimoneda y gestión de obra integrados al ERP. Proyectos ilimitados.
Everything you need in one place
More than invoicing: a complete business management system with 50+ modules, multi-currency and localized tax compliance for your country.
Professional Multi-Currency Invoicing
Issue invoices, credit and debit notes with localized taxes (VAT, Sales Tax) and automatic multi-currency.
Full Accounting
Configurable chart of accounts, automatic journal entries, general ledger and integrated fiscal close.
Accounts Receivable
Track open invoices, aging reports and partial collections with automatic journal entries.
Accounts Payable
Full control of supplier obligations, partial payments and due-date reports.
Quotes & Sales Orders
Manage the full sales cycle with automatic conversion between documents.
Purchasing & RFQs
Material requests (RFQ), purchase orders, goods receipt and supplier bills.
Inventory
Multi-warehouse stock control with adjustments, transfers and automatic costing.
Public Online Catalog
Publish your products on a shareable web page with real-time stock per warehouse, photos and direct WhatsApp contact.
Production & Manufacturing
Bill of materials (BOM), production orders, visual Gantt and profitability reports.
HR & Payroll
Complete HR module with payroll calculation, social security, income tax and employee advances.
Fixed Assets
Asset control with automatic depreciation, preventive maintenance and dashboard.
Banking & Treasury
Multi-currency bank accounts, sequential monthly reconciliation with signable PDF statement, petty cash and cash flow in one place.
Checks Module
Issue and manage checks with numbered checkbooks, PDF printing on real bank forms, drag-and-drop visual editor, post-dated checks and auto-reconciliation.
Financial Ratios
Advanced dashboard with 20+ financial ratios and automatic year-over-year comparison.
Advanced Reports
30+ financial, tax and analytical reports with Excel and PDF export.
Roles & Permissions
Granular access control with custom roles, CRUD permissions per module and branch/warehouse restriction.
Localized Taxes per Country
Tax engine applying VAT, Sales Tax by Zip Code and your country's local rules automatically.
AI Financial Analytics
Forecasts, anomaly detection and smart recommendations on your finances, exportable to PDF.
Payment Plans & Financing
Finance your clients with installments: French, German, American and Balloon methods, refinancing, automatic collection reminders and consolidated receipts.
Why choose Fortexa ERP?
Cut costs, save time and stay compliant — whether you sell in one country or ten.
Multi-Currency & Multi-Country
Operate across 29 countries with USD, CAD, EUR and 25+ currencies. Automatic FX rates and gain/loss accounting — built in, not bolted on.
Total Automation
Every transaction posts its own journal entry automatically. Zero manual data entry.
Tax Compliance
Localized tax engines: Sales Tax, VAT and country-specific e-invoicing formats ready to file.
100% Cloud-Based
Access from any device. Bank-grade security with automatic backups.
Time Savings
Cut accounting and admin workloads by up to 70%.
Secure Data
Bank-level encryption. Guaranteed data retention for 10 years.
24/7 Support
A real technical team available around the clock, in English and Spanish.
Free Updates
New features and regulatory updates at no extra cost.
100% Automated Accounting
Every financial transaction generates its journal entry automatically. No human error, no duplicates. One single source of accounting truth powering every report in the system.
Automatic Journal Entries
Sales, purchases, payments, payroll, adjustments — everything posts automatically.
Guided Fiscal Close
Step-by-step wizard that validates and generates the annual closing entry.
Smart Reversals
Voided documents automatically reverse their original journal entry.
Orphan Detection
Finds and removes zombie entries whose source record was deleted.
Localized Taxes
ZIP-code Sales Tax, VAT and your local tax rules applied automatically
Income Statement
Revenue, costs and expenses for the period with comparatives
Balance Sheet
Assets, liabilities and equity in real time
Ledgers
Journal and general ledger with Excel and PDF export
Aging Reports
AR and AP by due date with automatic alerts
Multi-Currency
FX differences and automatic revaluation
Taxes and reports ready for your country
Localized tax engine: ZIP-code Sales Tax for the US and Puerto Rico, VAT across Europe and Latin America, and financial reports fed directly from your accounting transactions.
- Base currency and symbol configured for your country
- Automatic ZIP-code Sales Tax (US and Puerto Rico)
- VAT with local rates for Europe and Latin America
- Local chart of accounts (US GAAP, PUC and more)
- Financial statements ready for your accountant
- Multi-currency reports with FX revaluation
- One-click export to Excel and PDF
- Invoices in each client preferred language
Get started in minutes
Your account is set up automatically with the currency, taxes and chart of accounts of your country.
Pick your country
Base currency, taxes and the local chart of accounts are configured automatically.
Import your data
Customers, products and opening balances with bulk import from Excel.
Invoice and grow
Issue invoices with the right taxes and instant financial reports.
Connect your tools
Integrations with the most popular business systems for frictionless management.
QBO
Sincronizacion contable
SAP Business One
ERP empresarial
Excel / CSV
Importacion y exportacion
DGII (e-CF)
Facturacion electronica
API REST
Integraciones personalizadas
Bancos RD
Conciliacion bancaria
Embed Invoicing in Your App
Complete RESTful API to issue invoices, manage documents and receive real-time notifications. SDKs available in Python and Node.js.
from fortexafe import FortexaClient
client = FortexaClient(api_key="fxfe_xxx")
# Create a sales invoice
invoice = client.invoices.create(
customer={"tax_id": "12-3456789",
"name": "Acme Corp"},
totals={"subtotal": 1000.00,
"tax": 80.00,
"total": 1080.00},
items=[{"name": "Software Service",
"qty": 1, "price": 1000.00}]
)
print(f"Invoice: {invoice.number}")
# Invoice: INV-000001Fortexa ERP Plans
Subscribe in under 2 minutes. Recurring billing and a secure payment portal powered by Stripe.
Invoicing, Quotes, 606/607/608 tax reports (DR)
- 1 user
- Unlimited invoicing
- Quotes
- Chart of accounts up to 100
- Basic reports
- Tax settings
Inventory control, Multi-currency, Automatic costing
- 3 users
- Everything in Basic
- Multi-currency (USD/EUR)
- Chart of accounts up to 150
- Inventory control
- Automatic costing
Multi-warehouse, tax reports, Payroll 5 emp.
- 5 users
- Everything in Pro
- Chart of accounts up to 200
- Inventory with costing
- Payroll up to 5 emp.
- Multi-warehouse (3)
Production (10 prod.), Fixed assets, Payroll 15 emp.
- 5 users
- Everything in Premier
- Payment Plans with installments (French/American/Balloon)
- Chart of accounts up to 250
- Payroll up to 15 emp.
- 8 warehouses
Client Portal, Unlimited production, Multi-currency
- 10 users (+$2.95/extra)
- Everything in Professional
- Client Portal with access audit
- Chart of accounts up to 350
- Payroll up to 40 emp.
- 11 warehouses
AI Tax Planning, AML/KYC Compliance, Unlimited production
- 20 users (+$2.95/extra)
- Everything in Business
- AI Tax Planning (projection + PDF)
- AML/KYC Compliance
- Client Portal with access audit
- Unlimited chart of accounts
Plans & Pricing
An investment that pays for itself. Flexible plans for businesses of every size.
Check "Compare" on 2 plans to see only their differences.
Descuento por Volumen
Precio por empresa individual.
Usuarios Adicionales
Disponible en planes Business y Empresarial.
$2.95 USD/usuario/mesEmpleados Adicionales
Disponible en planes Profesional, Business y Empresarial.
$1.50 USD/empleado/mesCompanies already growing with Fortexa
From Santo Domingo to Miami and São Paulo — real businesses running a borderless ERP.
"We went from a 5-day month-end close to just 1. Tax reports file themselves and multi-currency reconciliation saves us hours every week."
María Fernández
CFO · Grupo Caribe Logistics
🇩🇴 Dominican Republic
"We operate in USD, DOP and EUR with clients in 3 countries. Fortexa handles FX gains and losses automatically — our accountant approved it on day one."
James Whitfield
Controller · Atlantic Trade Corp
🇺🇸 United States
"The POS integrated with real-time accounting is what won us over. Every sale posts its own journal entry without touching a thing."
Camila Rocha
CEO · Rocha Comércio & Importações
🇧🇷 Brazil
50 certificaciones de retención: Antes vs Después
Antes (manual)
≈ 8+ horas- • Buscar factura por factura las retenciones del mes
- • Calcular ITBIS/ISR retenido a mano por proveedor
- • Redactar cada carta en Word y cuidar el texto legal
- • Enviar los correos uno a uno y archivar el soporte
Después (con Fortexa)
≈ 5 min- • Selecciona proveedor y período: el sistema detecta las retenciones
- • PDF legal con tabla de NCF y totales en 1 clic (mensual o anual)
- • Envío por correo automático y ZIP de soporte para la DGII
- • Conciliación Fiscal: Libros vs Cartas vs Contabilidad
Need help? Open a ticket
Tell us your case and our support team will contact you by email. If you are already a client, you can also open tickets from your account in the Support module.
- info@fortexaerp.com
- +1 (849) 485-9375 · +1 (347) 441-3542
- Support in English & Spanish · Response within 72 hours
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