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 for companies operating in the US, Canada and 29 countries — USD, CAD, EUR and 25+ currencies handled natively.
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, QuickBooks-style recurring documents, Client Portal with audit trail and QuickBooks Online sync. At no extra cost on your current plan.
AML/KYC Compliance Program
Legal compliance module based on AML Law 155-17 and Decree 408-17: due diligence with tiered checklists (simplified, ordinary, enhanced), dynamic risk matrix (economic activity, geography, PEP status, transaction volume), beneficial owners, automatic credit-sale block for High-Risk clients until an admin approves, KYC PDF form with verification code and an immutable hash-chained audit trail. Exclusive to the Enterprise 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 (â‹®) on invoice lists to generate them in one click.
Tax reports fed by your account setup
DGII 606/607 reports (DR) now read values directly from your accounting-account configuration per invoice category: goods vs services, tax carried to cost, withholdings and additional taxes are classified into the right column automatically. Fewer manual corrections, zero surprises at filing time.
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.
QuickBooks-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.
QuickBooks Online sync
Connect your QuickBooks Online 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.
Tax format 606 with quick fix (DR)
The 606 preview now flags which accounting accounts are missing configuration (with a direct link) and lets you fix invalid tax IDs and receipt numbers right from the row with the error — 9/11-digit and format validation included — without leaving the report. Additional taxes feed the right columns automatically.
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.
Official 220-account chart of accounts
New default chart of accounts with 220 hierarchical accounts, auto-created treasury accounts and dynamic AR/AP sub-ledgers with per-client and per-supplier memory. Includes dedicated accounts for bank reconciliation adjustments.
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.
Annual income tax return with auto cross-check (DR)
Annual corporate income tax return (DR) with sector annexes (Manufacturing, Hotels, Banks, Insurance, Utilities). Automatic cross-check against the 12 monthly filings, immutable snapshot on close and push alerts on discrepancies > 5%. Available from Business and Enterprise.
Monthly VAT return with AI auto-mapping (DR)
Monthly VAT return (DR) with automatic calculation and cross-check against the tax annexes. An AI wizard (Gemini 3 Flash) suggests account-to-box mappings with a confidence score. Available from Professional, Business and Enterprise.
Third-party withholdings report (DR)
Income tax and VAT withholdings made to suppliers, rentals, dividends and professional services. Complete monthly report with breakdown by concept. Available from Premier, Professional, 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.
Mandatory bank accounts on AR/AP
Error-proof validation: payments and advances require a source/destination account. Clean bank reconciliation and 100% traceability on every cash movement.
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.
Everything you need in one place
More than invoicing: an end-to-end business management system with 50+ modules, multi-currency and localized tax compliance for 29 countries.
e-Invoicing (e-CF)
Issue every type of electronic fiscal receipt with automatic numbering and full tax-authority compliance.
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.
Client Portal
Secure self-service for your clients: balances and invoice downloads 24/7, email access, full IP audit trail and remote session close.
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.
Salespeople & Commissions
Hierarchy with sub-sellers, monthly goals, podium ranking, exportable settlements and commission payouts with withholdings, automatic journal entry and PDF receipt.
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.
AML/KYC Compliance
Anti-money-laundering program: due-diligence checklist, dynamic risk matrix, credit block for high-risk clients, KYC PDF form and immutable audit trail.
AI Tax Planning
Smart assistant that analyzes your tax filings, projects annual returns and advances, answers questions and exports the analysis 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.
Formato 606
Compras y gastos, alimentado por tu configuracion de cuentas contables
Formato 607
Ventas y operaciones con NCF/e-CF
Formato 608
Comprobantes (NCF) anulados del periodo
Formato 647
Remision trimestral para Sujetos Obligados No Financieros (Ley 155-17)
Declaracion IT-1
Declaracion jurada de ITBIS con calculo automatico
Reporte IR-17
Remision de retenciones ISR e ITBIS a terceros
Proyeccion IR-2
Impuesto sobre la renta de sociedades, proyectado con el Planificador Fiscal IA
Compliance-Ready Tax Reports
Localized tax engines per country — Sales Tax for the US & Puerto Rico, VAT across Europe and Latin America, and full DGII e-invoicing for the Dominican Republic. Reports feed directly from your accounting transactions for total accuracy.
- Format 606 - Purchases & expenses with supplier detail (DR)
- Format 607 - Sales & operations with fiscal receipts (DR)
- Format 608 - Voided receipts (DR)
- Format 647 - Non-Financial Obligated Subjects (AML Law 155-17)
- IT-1 Return - VAT/ITBIS with automatic calculation
- IR-17 - Withholding taxes on third parties
- IR-2 - Projections with the AI Tax Planner
- Direct export ready for government e-filing portals
We handle everything for you
We guide you through the complete e-invoicing implementation process.
Digital Certificate
Processing and download of the e-signature required by the tax authority.
Tax Authority Filing
Full management of your registration as an electronic issuer.
Certification
Certification and testing process with the tax authority until final approval.
Connect your tools
Integrations with the most popular business systems for frictionless management.
QuickBooks Online
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 E-Invoicing in Your App
Complete RESTful API to issue e-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")
# Crear Factura de Credito Fiscal
invoice = client.ecf.create(
buyer={"rnc": "101123456",
"name": "Cliente Ejemplo S.A."},
totals={"totalTaxed": 1000.00,
"itbis": 180.00,
"total": 1180.00},
items=[{"name": "Servicio Software",
"qty": 1, "price": 1000.00}]
)
print(f"e-NCF: {invoice.encf}")
# e-NCF: E310000000001Fortexa ERP Plans
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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."
MarÃa 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
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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