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For small businesses and freelancers in Spain

Your whole company in one system.
With your AI inside.

Clients, quotes, invoices with VAT or IGIC, payments and time tracking for your small business. One price per company, not per person.

And your ChatGPT or Claude, working with your data.

14-day trial, no card required. · Plans from 49 € a month per company, paid yearly

Your business doesn't need  more tools. 

It needs everything working together, and an AI that knows your business. 

This is how it works inside

Aluminum pieces connected around a blue UTILIA OS core.

Five tools before. One now.

Your whole business in one system, with your AI inside.

Start your 14-day trial

Who is behind it

Made in the Canary Islands

Invoices with VAT or IGIC and withholdings, and time tracking. Built by UTILIA, a cooperative based in Las Palmas de Gran Canaria.

The team that builds it answers you

A person from the team answers your questions in your 15-minute video call.

Write to us at info@utilia.ai

Now on the App Store

The iPhone app is published: clients, invoices, chat and clock-in in your pocket.

One record, once

Enter each piece of data once.
The whole system uses it, your AI included.

Your daily work

CRM, invoicing, client portal and HR

An approved quote becomes an invoice without retyping it. Your client pays by card from their portal and the invoice is marked as paid. Time tracking and leave live next to projects. No duplicated data.

Revenue 24.580
Clients 1.247
Tickets 38
Hours 162h
Name Status Amount Date
Reformas Guanarteme Paid 4.850 Sep 1
Clínica Dental Vegueta Pending 1.320 Sep 4
Bodega Tacoronte Sent 2.760 Sep 7
  #triana-refurb
Carla R. I uploaded the signed quote to the client folder
Great, I'll turn it into an invoice
Type a message...
Your team

Chat, video calls, and real-time presence

Automation

Connect your email,
your AI and your payments

✓ Outlook connected ✓ Claude connected ✓ Stripe connected
Gmail · ChatGPT · Cursor · Gemini CLI
Manager
Sales rep
Viewer
Log: Carla R. issued invoice F-2026-118 · 12:04
Security

You decide who
sees and does what

Six roles, permission templates by job and an audit log that not even an administrator can alter.

Start with one thing

Start with your invoices.

Move on to the rest whenever you want.

On day one you only need to invoice. The rest is there when you want it, with the same data.

Invoice with your brand and record your expenses. With Professional, you also send the invoice to the client portal, get paid by card from the invoice itself, which is then marked as paid, and collect recurring fees automatically. Accounting and taxes are coming soon.

UTILIA OS file manager with the folders for CRM clients, leads and interactions
See invoicing and payments

A contact writes to you, you send a quote with electronic signature and follow up with automatic reminders, with their full history. With Professional, you also log them as a lead and follow every sale in the visual pipeline.

UTILIA OS CRM dashboard
See sales and clients

Your team clocks in on arrival, checks their tasks and requests leave in one click. Time tracking, leave and training live in the same place as projects, chat and meetings.

UTILIA OS projects and team dashboard
See projects and team
Start your 14-day trial

Connect your AI

Connect your ChatGPT or your Claude to your company.

Your AI doesn't know your company. Connect it to UTILIA OS and it works with your real data: clients, quotes, invoices, projects. Ask it for a quote and it leaves a draft in your CRM.

Each person, with their own account
Whoever uses it connects it with their own Claude or ChatGPT account, and disconnects it whenever they want.
The plan you need
A paid Claude plan (Pro, Max, Team or Enterprise) or a paid ChatGPT plan (Plus, Pro, Business, Enterprise or Edu, with developer mode turned on).
Only the areas you want
CRM, Finance, Project management, Marketing, HR or Chat, each one if your plan includes it.

Don't use either yet? UTILIA OS comes with its own AI, with an allowance included in every plan.

Now on the App Store

Your company on the iPhone too

Clients, invoices, chat, clock-in and native calls. The same information as on the desktop, with Face ID.

UTILIA OS dashboard on an iPhone

One price per company.
Not per person.

Every plan comes with users included and an AI allowance. Try any of them for 14 days, no card required.

Detailed pricing
Up to 23% off when you pay yearly

Essential

To move off email and spreadsheets and run your company in one place.

49 €

a month per company, paid yearly

Save 120 € a year

Start your 14-day trial with Essential
3 users included +12 € a month per extra user 1 login for your accountant, not counted as a user

Includes

  • Clients, contacts and tasks
  • Quotes with electronic signature
  • Invoices, expenses and suppliers
  • Chat, meetings and calendar
  • Files, projects and support
See everything it includes

Advanced

To know where every sale comes from, with AI agents and Call Copilot.

199 €

a month per company, paid yearly

Save 600 € a year

Start your 14-day trial with Advanced
10 users included +19 € a month per extra user 3 logins for your accountant, not counted as users

Everything in Professional, plus

  • Call Copilot on your calls
  • AI agents in chat
  • Advanced CRM and marketing analytics
  • Revenue by campaign
  • Business groups
  • Gamification and Scraper

Coming soon Accounting, Taxes, Treasury, Financial reports and Commissions

See everything it includes

Do the math

How many are you?

Pick your team size and see what you would pay on each plan, with included and extra users.

  • Essential 73 € a month 14.60 € per person
  • Professional 99 € a month 19.80 € per person
  • Advanced 199 € a month 39.80 € per person

Per month, paid yearly. Excluding taxes.

  • Try it for 14 days

    No card and nothing to pay.

  • Upgrade or downgrade

    Upgrading is instant and downgrading never deletes anything.

  • AI included

    Every plan comes with an AI allowance that renews every month.

Prices exclude taxes (VAT or IGIC).

Write to us at info@utilia.ai
Security

Your data, under control.

What is underneath, told plainly.

  • A log nobody can edit

    An append-only audit log, chained with hashes, that not even an administrator can alter.

  • Your data stays yours

    Data export and erasure, retention periods and incident handling with its 72-hour clock, from the privacy module.

  • Encryption and secure connections

    Secrets, access credentials and certificates, encrypted with AES-256-GCM. Each person connects Claude or ChatGPT with their own account, through OAuth 2.1 with PKCE, and disconnects it whenever they want.

  • Hosted on Hetzner

    With antivirus and rate limiting. Signed PDFs are kept locked for six years, as the law requires.

Switching tools

Coming from spreadsheets or another program?

Bring over your clients, contacts, suppliers and tasks from Excel, a CSV file or the export from the program you use today; on Professional and Advanced, your leads and opportunities too. You see what goes in first and, if you are not happy with it, you can undo the import for 7 days. For everything else, book 15 minutes and we will work out with you where to start.

How importing works, step by step

Comparisons: Holded Sage Odoo Salesforce FactuSOL ContaPlus

Frequently asked questions before you start

If you still have a question that isn't here, write to us and a person will answer.

Start your 14-day trial

Register your company at os.utilia.ai, choose a plan and try it for 14 days without paying anything and with no card. If you do not save a card, nothing is charged when it ends.

No. UTILIA OS does not replace your accountant or advisor: they keep doing your bookkeeping and filing your taxes. In UTILIA OS you invoice, record your expenses and get paid, and you can give your accountant their own login to see and download what you share with them, without using up a user on your plan. Accounting and taxes inside UTILIA OS are coming soon. UTILIA OS and its AI do not replace professional advice from your tax advisor, accountant, lawyer or financial analyst.

The advantage is not having many modules but that they all share the same data: the client you add once appears in the quote, the invoice, the client portal and the project. You can start with a single part and add the rest when you need it.

You and your team: Claude, ChatGPT and other assistants only connect when a person authorizes them with their own account, and that person can disconnect them at any time.

A paid account with that service: on Claude, Pro, Max, Team or Enterprise; on ChatGPT, Plus, Pro, Business, Enterprise or Edu, with developer mode turned on. You can also connect Cursor and Gemini CLI. Each person connects it with their own account by pasting the address UTILIA OS gives them; the "Connect your AI" guide in the documentation walks you through it.

No. Each plan includes a number of users (3, 5 and 10) and an extra user costs 12, 15 and 19 euros a month depending on the plan. The price is per company. Each plan also includes logins for your accountant, which do not count as users: 1, 2 and 3 depending on the plan.

The three plans include different modules. Essential comes with the CRM (clients, contacts, quotes with electronic signature and tasks), finance (invoices, expenses, suppliers and the income, expenses and VAT summary), chat, meetings, calendar, files, projects and support. Professional adds leads and lead capture forms, opportunities with their pipeline, CRM automations, the client portal, card payments (Stripe), recurring billing and automatic charges, a help desk for your clients, marketing, time tracking and training. Advanced adds Call Copilot, Gamification and Scraper, CRM and marketing reports and advanced analytics, revenue by campaign, business groups and AI agents in chat. Coming soon in Finance: taxes, on Professional and Advanced; accounting, treasury, financial reports and commissions, on Advanced. When you sign up you see the modules included in the plan you choose.

Every plan includes an amount of AI usage that renews every month, also on yearly billing: the assistant, transcriptions and reading receipts and supplier invoices, among other features. If it runs out, AI pauses until it renews and the rest of UTILIA OS keeps working; if you want, you buy extra prepaid credit. Never charged by surprise.

Yes. Every new company gets a 14-day trial, no card required.

Yes. Upgrading is immediate. Downgrading applies when the period you already paid ends; nothing is deleted, but the modules the new plan does not include stay closed until you subscribe to them again.

Each person's daily record, which you export in PDF, Excel, CSV or XML. Every clock-in is sealed with its fingerprint and, if a manager corrects it, the record shows who did it and why. Overtime is counted against the cap in article 35 of the Workers' Statute, and records are kept for four years, as the law requires. Keeping the record is still your company's responsibility.

Start today.
14 days, nothing to pay.

No card required. If you do not save one, nothing is charged when the trial ends.

Rather talk to a person?

Write to us at info@utilia.ai

Book your 15-minute video call

Pick the day and time that work for you.