Toconline
TOConline is a cloud-based accounting, invoicing, payroll, and business management platform owned by Portugal's Ordem dos Contabilistas Certificados, distributed exclusively to certified accountants and their SME clients.
- Company typePrivate
- Founded2012
- HeadquartersLisbon, Portugal
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Toconline does
TOConline is a cloud-based accounting, invoicing, and business management platform developed and operated by the Ordem dos Contabilistas Certificados (OCC), the official professional body for certified accountants (Contabilistas Certificados) in Portugal. The platform integrates six functional modules — accounting (Contabilidade), payroll (Salários), asset management (Gestão de Ativos), invoicing (Faturação), inventory (Gestão de Stocks), and purchases (Compras) — with Open Banking integration for automated bank reconciliation. It holds regulatory certifications from the Portuguese Tax Authority (Autoridade Tributária): electronic invoicing certification under n.º 1662/AT since 21 December 2012 and the AT Validation Seal (SVAT) for the accounting module since 6 February 2018, plus direct webservice integration with Segurança Social for payroll declarations (DMR/DRI).
Toconline firmographics
Firmographics- Name
- Toconline
- Legal name
- Ordem dos Contabilistas Certificados
- Website
- https://toconline.pt
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- TOConline is a cloud-based accounting, invoicing, payroll, and business management platform owned by Portugal's Ordem dos Contabilistas Certificados, distributed exclusively to certified accountants and their SME clients.
- Ownership category
- akta.pro rank
Where Toconline is headquartered
LocationHeadquarters
- HQ city
- Lisbon
- HQ country
- Portugal
- HQ region
- Europe
Offices1 record
Markets served
Toconline business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Operations, Marketing or Sales
Revenue model
- Licença Gestão Comercial (GC): License for commercial management - each license corresponds to one company. Licenses are non-exclusive, non-transferable, and non-sublicensable, available only to Certified Accountants. Subscription periods are semi-annual or annual.
- Licença Gestão Administrativa (GA): Administrative management license - subscribed per user with different pack options. Non-exclusive, non-transferable, and non-sublicensable, available only to Certified Accountants.
- Licença ACT (Gratuita): Free license type available for Certified Accountants, allowing basic access to the platform.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Multi-year contract | Licença ACT - Free tier for Certified Accountants |
| Subscription | Multi-year contract | Licença Gestão Comercial - Per company license |
| Per seat | Multi-year contract | Licença Gestão Administrativa - Per user license |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels10 records
Toconline product offering
Product offeringCore offering
TOConline is a cloud-based ERP and accounting platform built specifically for Portuguese certified accountants and the SMBs they serve. It delivers AT-certified invoicing, automatic SAFT-PT export, Open Banking reconciliation, multi-user document management, and REST API integrations, sold through subscription plans (semi-annual or annual) with a free tier available exclusively to members of the Ordem dos Contabilistas Certificados (OCC).
Product overview
TOConline is a cloud-based online accounting, invoicing, and business management software developed by the Ordem dos Contabilistas Certificados (OCC) for Portuguese certified accountants and their business clients. The platform is organized as a core web application (accessible at app.toconline.pt) with six integrated functional modules: Contabilidade (Accounting), Salários (Payroll), Gestão de Ativos (Asset Management), Faturação (Invoicing), Gestão de Stocks (Inventory), and Compras (Purchases), all unified through an Open Banking integration for automated bank reconciliation. Additional access methods include a mobile app, a Google Chrome extension (TOConline Connect), an Excel Add-in, and dedicated integrations with WooCommerce, Shopify, and Zapier. The TOConline API extends the platform to external developers.
Differentiator
Problem solved
Functional benefit
Products and services
- TOConline Platform Cloud-based ERP and accounting platform providing AT-certified invoicing, automatic SAFT-PT export, Open Banking reconciliation, multi-user document management, and REST API integrations. Sold by subscription to Portuguese certified accountants (Contabilistas Certificados) and to the SMB owners (Empresários) and employees (Colaboradores) they serve, exclusively through the OCC member portal.
Companies that use Toconline
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles2 records
Toconline technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
Feature15 records
Toconline partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- WooCommercecoreOfficial TOConline plugin for WooCommerce enables automatic synchronization of online store orders with TOConline invoicing. Products, customers, and orders can be automatically created in TOConline from WooCommerce transactions.
- ShopifycoreOfficial TOConline app for Shopify enables integration between Shopify stores and TOConline accounting/invoicing. Automates creation of customers, products, and invoices from Shopify orders.
- ZapiercoreTOConline integration with Zapier enables automation with 6,000+ applications including Gmail, Google Sheets, Google Drive, CRMs, e-commerce platforms. Triggers and actions allow automated workflows like creating clients, documents, and archiving invoices to Google Drive.
- Autoridade Tributária (AT)coreOfficial certification for electronic invoicing (n.º 1662/AT) and accounting module validation (SVAT). Direct webservice integration for automatic communication of invoices and transport documents to Portuguese tax authority.
- Segurança SocialcoreIntegration with Social Security for direct submission of DMR (Monthly Social Declaration) and DRI (Income Statement) through TOConline. Supports 2FA authentication with Social Security.
- Bancos Portugueses (Portuguese Banks)coreOpen Banking integration allows automatic connection of bank accounts, import of bank statements, and automated bank reconciliation. Supports connections with major Portuguese banks.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Toconline competitors and assessment
Company assessmentRegional players
- a3innuva (Wolters Kluwer): Spanish cloud accounting and labor software suite for accountants and SMBs from Wolters Kluwer. Comparable in module breadth and accountant-centric GTM but focused on the Spanish market.
Emerging players
- Odoo: Open-source ERP suite with accounting, invoicing, inventory and payroll modules. Increasingly adopted by SMBs and accountants in Europe, with a localization model similar to TOConline's approach.
- Holded: Spanish-born cloud ERP and accounting platform for SMBs with strong UX. Targets the same Iberian SMB and small-firm segment and competes on modern UX, mobile, and integrations.
Direct peers
- PHC CS: Portuguese accounting, payroll and ERP software for SMBs and accounting firms. Competes head-to-head with TOConline for the same certified-accountant and Portuguese SMB segments.
- PRIMAVERA BSS: Portugal-headquartered ERP and accounting software vendor serving SMBs and accountants. Closest domestic competitor with overlapping modules (accounting, payroll, invoicing) and similar SMB/accountant customer base in Portugal.
Broad incumbents
- Sage: Global incumbent in SMB accounting and ERP. Offers Sage 50/100/200 products used by accountants and SMBs across Europe, with growing localization in Iberia and overlapping SaaS accounting capability.
- Intuit QuickBooks: Leading global SMB accounting SaaS with strong accountant ecosystem (QuickBooks ProAdvisor). Increasingly localized for European markets including Iberia, competing for the same end customers.
- SAP Business One: ERP for small and midsize businesses with localized accounting, tax and payroll functionality. Competes for the upper end of TOConline's Portuguese SMB customer base needing broader ERP.
- Microsoft Dynamics 365 Business Central: Microsoft's mid-market ERP with accounting, payroll and inventory modules. Targets growing SMBs and accounting partners across Europe, offering broader ERP capability than TOConline.
- Xero: Cloud accounting SaaS serving SMBs and their accountants globally, with an established accountant/bookkeeper partner program. Competes for the same small-business accounting workflow TOConline serves.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Toconline social profiles
Digital presenceToconline compliance and trust
Trust signalCompliance2 records
Toconline financial estimates
Financial estimateRevenue estimate
Valuation estimate
Toconline leadership team
Management profileNumber of profiles
Toconline funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Toconline M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Toconline
What does Toconline do?
TOConline is a cloud-based ERP and accounting platform built specifically for Portuguese certified accountants and the SMBs they serve. It delivers AT-certified invoicing, automatic SAFT-PT export, Open Banking reconciliation, multi-user document management, and REST API integrations, sold through subscription plans (semi-annual or annual) with a free tier available exclusively to members of the Ordem dos Contabilistas Certificados (OCC).
Is Toconline a public or private company?
Toconline is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was Toconline founded?
Toconline was founded in 2012. It employs 11 to 50 people.
Where is Toconline based?
Toconline is headquartered in Lisbon, Portugal, in the Europe region.
How does Toconline make money?
Three revenue lines are on record. Licença Gestão Comercial (GC) is the primary driver. The others are licença Gestão Administrativa (GA) and licença ACT (Gratuita).
Who are Toconline's main competitors?
a3innuva (Wolters Kluwer) is listed as a regional player. Emerging players are Odoo and Holded. Direct peers are PHC CS and PRIMAVERA BSS. Broad incumbents are Sage, Intuit QuickBooks, SAP Business One, Microsoft Dynamics 365 Business Central and Xero.
Does Toconline have an API?
Yes. TOConline provides a public REST API (OpenAPI) for integrating external software with its platform. The API covers four main areas: Company (managing company information, clients, suppliers, products, services, bank accounts, expense categories, and document series), Sales (managing sales documents, corrective documents, receipts, PDF generation, email sending, and communication to the Portuguese Tax Authority via webservice), Purchases (managing purchase documents, payments, PDF downloads, and communication to AT), and Auxiliary APIs (tax descriptors, item families, countries, units of measure, associated cash registers, currency, tax rates, expense categories, and document series). Auth is via OAuth2 (authorization code flow), with simplified and detailed authentication modes. API features 35+ APIs, 290+ endpoints, and integration with Postman and Swagger. Developer documentation is at api-docs.toconline.pt.