Help centre

Frequently asked questions.

Invoicing, Peppol, payroll, documents or pricing: find answers to the questions we get asked most, for businesses and accounting firms alike.

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Getting started with Fidly

4 questions
How does the free month work?

You use Fidly free for one month, with no credit card. At the end of the trial, you choose the plan that suits you to carry on.

Am I tied in for a set period?

No. Plans come with no commitment, whether monthly or yearly.

Is the mobile app included?

Yes. The web app and the mobile app are included in all three plans.

Where can I get help getting started with Fidly?

Our video tutorials show the main actions step by step. And if you get stuck, write to us: you’re in direct contact with the team.

Peppol and e-invoicing

7 questions
Is Peppol mandatory?

Yes. Since 1 January 2026, e-invoicing via Peppol has been mandatory for B2B transactions in Belgium. It applies to all Belgian VAT-registered businesses; only B2C transactions, to private individuals, are exempt.

Is Fidly ready for Peppol?

Yes. You send and receive your invoices via Peppol directly from Fidly, and the mobile app notifies you of every invoice received.

How do I get a Peppol access point?

When you sign up for Fidly, you get one automatically, with no extra steps. In Belgium, your Peppol ID comes from your company number (CBE).

What’s the difference between a Peppol invoice and a PDF?

A PDF is a visual document meant for a person. A Peppol invoice is a structured file (UBL), read by software and imported into the accounts without data entry. With Fidly, that file also contains a PDF version your customers can read.

Does Peppol cost extra?

No. Sending and receiving via Peppol are included in every plan, with no fee per invoice.

Can I reject a Peppol invoice?

Yes. You accept or reject the invoice, and the sender receives your response over the Peppol network.

What happens if I don’t comply?

You risk administrative and tax penalties, and your paper or PDF invoices are no longer considered valid for B2B transactions. It’s all explained on our All about Peppol page.

Invoicing

5 questions
Can I customise my invoices?

Yes: logo, layout, document language, currency and legal notices.

Can I invoice from my phone?

Yes. The Fidly mobile app lets you create an invoice on the go and track your payments in real time.

Are quotes limited?

No. Quotes are unlimited in every plan, as are credit notes.

Can I invoice subscriptions?

Yes, from the Smart plan. At each due date, Fidly generates the invoice and can send it automatically by email or via Peppol.

How do payment reminders work?

From the Smart plan, you choose after how many days up to three reminders go out. They stop as soon as the invoice is paid.

Expenses and documents

3 questions
How do my suppliers send me their invoices?

Via Peppol if they’re connected, or by email to your dedicated address. Other documents, you scan with the mobile app.

Can I scan a receipt with my phone?

Yes. Take a photo of it with the Fidly app: it goes straight into your incoming documents.

How do I pay an invoice I’ve received?

With the QR code and the structured reference shown on the invoice, then mark it as paid.

My accountant

5 questions
Does my accountant need to use Fidly?

Not for invoicing: invoicing, Peppol and expenses work without them. Automatic sending to the accountant, messaging, the financial overview and the CODA connection do, however, require your accountant to be connected to Fidly.

How does my accountant receive my documents?

As soon as you approve an invoice or expense, it’s sent to them with its supporting document. You can also make this approval automatic, based on your rules.

Can I change a document after approval?

No. An approved document is locked: it can no longer be changed or deleted, which guarantees reliable figures for your accountant.

How do I communicate with my accountant?

Through Fidly’s built-in messaging, on desktop and in the mobile app, with notifications so you don’t miss anything.

My accountant doesn’t use Fidly. What should I do?

You can use Fidly without them. And if they’d like to discover the accounting firm workspace, put us in touch: we’ll show it to them.

Pricing and plans

5 questions
How much does Fidly cost?

From €8 excl. VAT per month, billed annually. There are three plans: Starter, Smart and Growth. Compare them on the Business pricing page.

Monthly or yearly: what’s the difference?

Yearly, you pay the equivalent of €8, €15 or €30 per month depending on the plan. Monthly, it’s €9, €17 or €34 per month.

What counts as an invoice?

Both purchase and sales invoices: 25 per month on Starter, 75 on Smart and 200 on Growth. Quotes don’t count.

Can I add a user?

Yes. Each additional user costs €4 excl. VAT per month, whatever the plan.

Can I change plans?

Yes. When your invoice volume grows or you need a feature from another plan, you move up to the higher plan.

Bank, API and connections

3 questions
Can I connect my bank account?

Yes, from the Smart plan: one PSD2 account is included, and each additional account costs €5 excl. VAT per month. If your accountant uses Fidly, the CODA connection is also available.

Can I connect Fidly to my other tools?

Yes, thanks to the Fidly API, included in the Growth plan: online shop, CRM, n8n or business software.

Can I test the API without touching my data?

Yes. A sandbox key works on demo data, with the same validations as in production, but nothing is saved.

How it works

4 questions
Do my clients need to use Fidly?

No. Payroll, Documents, Pre-accounting, Reconciliation, Personal income tax and Tasks are internal tools for the firm. The client portal is optional, and you offer it whenever you like.

Can I take just one module?

Yes. Each module is activated separately. Many accounting firms start with their directors’ payroll, then add other modules.

Do I need to change accounting software?

No. Fidly prepares the data and sends the validated entries to your accounting software.

Which software does Fidly connect to?

Horus, Octopus, Yuki, Sage BOB, WinBooks, Exact and Odoo for accounting, Codabox, FID-Manager and AdminPulse, as well as Monizze, Pluxee and Edenred for meal vouchers. Details by module are on the Integrations page.

Payroll

5 questions
Are the tax scales kept up to date?

Yes. The withholding tax scales and the year’s calculation parameters are built into the engine: you have nothing to update yourself.

How do payroll journal entries reach the accounts?

Automatically for Horus, Octopus and Yuki. Otherwise, in SODA format on an SFTP server (ours or yours), in Codabox, or by email to a dedicated address per client file, for example for WinAuditor. You choose for the whole firm or file by file.

Are 281 forms handled?

Yes. 281.20 and 281.50 forms are prepared per company, validated and then filed. The PDFs can then be sent to the directors.

How does the director receive their payslip?

By email, as today. Optionally, withholding tax payment notices arrive in the company’s Fidly workspace; payslips will follow soon.

Does Fidly handle meal vouchers?

Yes. The module orders meal vouchers automatically and even handles registration with the three Belgian issuers: Monizze, Pluxee and Edenred.

Documents

3 questions
How does Fidly retrieve documents?

Through your clients’ MyMinfin mandates. Fidly shows you which are active and what you track for each.

Which documents are retrieved?

Your clients’ MyMinfin documents (CIT, VAT, payments, withholding tax, personal income tax), as well as debts, VAT balances and the UBO register.

Can I send documents to my practice management software?

Yes, to FID-Manager and AdminPulse, with your categories mapped.

Pre-accounting and reconciliation

5 questions
Which accounting software do these modules work with?

Sage BOB, WinBooks, Horus, Exact, Octopus, Yuki and Odoo. Fidly syncs with your software: contacts, journals, accounts and VAT codes.

How does the AI suggest the posting?

Based on your chart of accounts, the contact and the file’s history. You always stay in control before validating.

How do my clients send me their documents?

You can add them yourself. Clients who invoice in Fidly send you their validated documents automatically; others can upload them via Fidly Link.

Where do the reconciliation transactions come from?

From your files’ CODA bank statements, and from credit card statements, which can be exported to the financial journals of your accounts. Fidly compares each transaction with the file’s open documents: amount, contact, reference and date.

Does the reconciliation go to my accounting software?

Yes. Validated matches and entries are sent to your accounting software.

Personal income tax and Tasks

7 questions
When will the Personal income tax and Tasks modules be available?

They’re in the works. Request a demo or contact us to hear when they launch.

What will the Personal income tax module do?

It will let you prepare, calculate and file your clients’ personal income tax returns on Tax-on-web. The 281 forms from the Payroll module will feed into the return.

What will the Tasks module do?

It will create each client’s tasks 12 months ahead (VAT, CIT, advance payments, annual accounts, UBO register…), with their steps, their owner and a deadline calculated from the client’s financial year and general meeting. The team moves forward step by step; you follow everything as a list, a kanban board or client by client.

Will I be able to adapt tasks to my firm?

Yes. Start from a Fidly task or create your own: steps, calendars, fields. Then fine-tune each client: steps removed or reordered, their own dates. When a template changes, the update is offered to you, never forced.

Will a step be able to require proof?

Yes. A step such as an Intervat or Biztax filing can be marked “Done” by uploading its acknowledgement. If the document is missing, a justified exception is still possible: it’s kept in the history.

Will my clients see the tasks?

No. Tasks stay internal to the firm. Your clients only receive the document requests you email them, and the reminders you trigger.

Will the module track time spent?

Yes, as an option: planned duration per step, hourly rates and services (meetings, calls, client requests) give you the cost of each file, year on year.

Pricing

4 questions
How much does Fidly cost for an accounting firm?

The base pack is €79 excl. VAT per month. It includes payroll for 20 directors, documents for 50 companies and 100 individuals, plus the Personal income tax and Tasks modules. Full details are on the Accounting firm pricing page.

What happens beyond the pack’s volumes?

Contact us: we’ll send you a quote based on the number of directors, companies and individuals at your firm.

What do you mean by an individual?

A private person whose MyMinfin documents you track, for example for their personal income tax return.

Do pre-accounting and reconciliation cost extra?

They’re included for your clients who use Fidly Starter, Smart or Growth. For the others, Fidly Link costs €5 excl. VAT per month per file.

Can’t find your answer?

Ask us your question: at Fidly, you talk directly with the team that builds the software.