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Manage your whole insurance brokerage business in Dolibarr, from the CRM opportunity to the payment of the broker commission. The module centralizes customer policies, quotations, policy issuance, renewals, claims tracking, broker commissions and documents in one organized and fully traced workflow. No more spreadsheets, scattered emails or missed follow-ups.
Export any Dolibarr list to Excel or PDF with one click. The file is built on the server, so long lists never freeze the browser.
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Bring Qonto transactions into Dolibarr, review receipts and match invoices from one workspace. Bank cards, a transaction side panel and batch reconciliation with explicit confirmation make daily processing easier. Missing-receipt filters and reusable rules. Independent connector, standalone or with DoliBank Match.
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Import your bank transactions into Dolibarr, review the suggested matches and confirm the accounting action. Qonto Sync (technical module name: DoliBank Sync) connects Qonto and offers an Open Banking connector via GoCardless Bank Account Data, subject to provider access and bank coverage.
Scheduled bank feeds with duplicate detection. Match customer or supplier invoices, record a partial payment individually, create a paid supplier invoice with its available receipt, record a miscellaneous payment, link an internal transfer or ignore an operation. Rules pre-fill the action; you remain in control of validation.
Use Dolibarr's native bank accounts on their own, or feed DoliBank Match when installed. The new batch review is available in native mode. The dashboard compares bank-reported and Dolibarr balances account by account.
Independent connector. Qonto and GoCardless are trademarks of their respective owners. No affiliation is implied. Support: support@arcchester.com.