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Sage alternative: your invoices and payments, connected to the rest of your business

Sales Pipeline
New
Acme Corp
4.200
TechSolutions
1.850
DataFlow Inc
8.900
Contacted
Nova Digital
3.600
CloudBase
5.100
Proposal
Vertex Labs
12.400
Won
Meridian SA
9.750
What UTILIA OS is

Invoicing and what happens around it, in the same system

UTILIA OS brings invoicing and payments together with what happens every day in the business: the CRM, projects, chat, video calls and artificial intelligence. What you record in one place shows up in the others. Accounting and taxes are coming soon.

Start your 14-day trial
Features

What UTILIA OS does, point by point

What it has and what it lacks, so you can compare it with what you use today.

Feature
UTILIA OS
CRM and client management
Invoicing and quotes
Accounting and taxes
Coming soon
Invoice customization
Client portal with card payments
Time tracking and time off
Salary calculation and payslips
Project management
Team chat
Video calls
Email marketing
AI included in the plan
Connect Claude or ChatGPT to your data
Training and gamification
Support tickets
Warehouse and purchasing management
Automatic bank connection
Priced per company, not per user

Each plan includes different modules. UTILIA OS does not calculate salaries, does not manage warehouses or purchasing, and has no automatic bank connection. Accounting, taxes and treasury are coming soon; in the meantime, your accountant keeps handling them. Features reviewed in October 2026.

UTILIA OS and its AI do not replace professional advice from your tax advisor, accountant, lawyer or financial analyst.

One platform to run the business

Work today happens as a team, often remotely, with messages, meetings and documents going back and forth. UTILIA OS puts that part in the same place as the management side.

UTILIA OS brings together management, communication and teamwork: invoicing with your own branding, quotes with e-signature, a client portal with card payments, recurring billing, expenses, time tracking and time off, and CRM, all in a single system.

When your client pays by card from the portal, the invoice is marked as paid, and your team works on the same platform. Accounting and taxes are coming soon; in the meantime, your accountant keeps handling them. One subscription, one login.

Start your 14-day trial

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.