Features
Everything a company needs, one login away
20 modules are built and working in the beta today. They share the same clients, projects, brands and people, so work, money and time are always connected.
Join the waiting listSee the roadmap
- Free for beta testers
- Self-hosted
- English and Danish
- Built for the Danish Bookkeeping Act
- Runs on your own hosting
- Encrypted personal data
- Full audit log
Available now
Built and working in the beta
Grouped by area. Open any module to see screenshots and details.
Platform
- Platform & security Self-hosted on your own server with encrypted personal data, two-step login, roles and permissions, audit log, safe updates and off-site backups.
- Domains & SSL monitoring Every domain with registrar, DNS and hosting, expiry dates fetched automatically and SSL certificates checked, with warnings before anything runs out.
Work
- Dashboard, analytics & reports A personal dashboard per role, a status strip of live signals, cookie-free website analytics and PDF reports for clients and management.
- Workspace: tasks, tickets & automation Tasks as list or board, tickets from every channel, a client portal on your own site and Auto work rules that create routine tasks for you.
- Projects & brands Projects with codes, status, team, progress and an economy tab, plus your own and your clients' brands with a shared asset library.
- Time tracking & case billing Timers and week timesheets, approvals, rates per person, utilisation reports, invoicing from approved hours and work in progress at month end.
- E-mail in the ticket system Incoming e-mail becomes tickets, reply templates per language, vouchers by e-mail straight to the voucher inbox, POP3 fetching and sending through SMTP or sendmail.
- Documents, contracts and e-signature Documents with versions on the client, project or employee, templates that fill in the details, and e-signature with status tracking and signed copies stored automatically.
Customers & marketing
- CRM: clients & contacts Clients and leads with customer numbers, contacts and portal access, and their brands, projects, tickets and invoices on one page.
- Marketing & traffic sources Visits and traffic sources per brand, social accounts with follower tracking and a campaign link builder, on top of cookie-free website analytics.
- Sales pipeline Deals with value, close date and owner on stages you define, forecasts weighted by stage, quotes from the deal and leads from your website forms.
Finance
- Finance & bookkeeping Double-entry bookkeeping built for the Danish Bookkeeping Act: a tamper-proof ledger, automatic VAT, financial reports, year-end closing and SAF-T export.
- Invoicing & quotes Quotes, invoices, credit notes and subscriptions with automatic VAT, PDF by e-mail, e-invoices, reminders and customer statements, all booked straight to the ledger.
- Purchases & vouchers Supplier bills, receipts and employee outlays with automatic VAT, a voucher inbox that also takes e-mail, e-invoice import and a payment list for your bank.
- Bank & reconciliation Import bank statements as CSV or CAMT.053 and match every line to invoices, bills, payroll and postings, with auto-match and a reconciliation report.
- Fixed assets An asset register with automatic straight-line depreciation posted monthly, disposals with gain or loss, and the fixed asset note for the annual report.
People
- Danish payroll Pay runs for salaried and hourly staff with A-tax, AM-contribution, ATP, pension and holiday pay calculated, PDF payslips and an eIndkomst summary.
- HR, leave & absence Encrypted employee profiles, files and notes, leave requests with approvals, an absence calendar, holiday balances and Danish public holidays.
- Personal area A self-service area for every employee: their HR profile and shared files, holiday balance and requests, team calendar, payslips and account security.
Coming soon
On the roadmap
Planned and not yet available. Join the waiting list to get notified when they land.
- PolyOmi Cloud PolyOmi hosted by us in the EU: the same app, with no server to run and updates and backups handled for you. Coming soon. Coming soon
- AI assistant and AI agents An AI assistant across PolyOmi, and AI agents in Auto work that handle routine tasks with approval steps. In progress. Coming soon
- Social media publishing Plan, schedule and publish posts per brand, with a content calendar, approvals and one inbox for comments. Coming soon. Coming soon
- Direct connections for Denmark Direct bank connection, the Peppol network, direct eIndkomst reporting and CVR lookup. Next on the roadmap. Coming soon
- Webshop integrations Connect WooCommerce, Shopify and other webshops: orders become invoices and stock movements, and products stay in sync. Planned. Coming soon
- API and integrations A REST API, webhooks, an integration marketplace and connectors for automation tools like Zapier and Make. Planned. Coming soon
- Mobile app PolyOmi in your pocket: photograph receipts, log time, request leave, approve and get notifications on the go. Planned. Coming soon
- Calendars and booking Shared calendars, booking pages where clients pick a meeting time, and booking of rooms and equipment. Planned. Coming soon
- Wiki and help center An internal wiki for how your company works, and a help center where clients find answers themselves. Planned. Coming soon
- Recruitment and onboarding Job posts, applicants in one overview and onboarding checklists that turn a new hire into an employee in HR. Planned. Coming soon
- International More countries' bookkeeping rules, more languages, several companies in one installation, consolidation and full multi-currency. Planned. Coming soon
See it running on your own server
PolyOmi is in closed beta, and all spots are taken. Join the waiting list for the self-hosted version or the cloud version.