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Consulting & practices

snori for bookkeeping & payroll offices

Deadlines, routines and tasks in one place – snori organises the running of your bookkeeping or payroll office, without confidential client data.

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Whether bookkeeping or payroll: your office only runs smoothly when deadlines and routines are solid. Dates live in a calendar, checklists in a spreadsheet, arrangements in your inbox. snori brings the organisational side into one place and gives you a clear overview of deadlines, tasks and knowledge – purely for running the office, not for confidential client or payroll data.

When deadlines, routines and arrangements scatter

Between monthly closings, deadlines and team arrangements, you juggle many small things: which deadline falls this week, how is which routine set up, which task is still open? When those threads live across a calendar, spreadsheets and chat, you lose time searching – and, in the worst case, a deadline slips. snori orders the organisational frame so you can focus on the professional work.

How snori sets up your office day

You create a workspace, pick the bookkeeping and payroll office template world – and your space is filled instantly. Not a blank page, but a thought-through organisational foundation: a deadline overview, routine checklists, tasks, a knowledge collection. You keep what fits and delete what doesn't. Deliberately, it is only about routines and dates – confidential documents, accounting and payroll data explicitly do not belong here, but in your specialist software.

The pages snori creates for you right away

  • Office profile – services, team and availability at a glance
  • Deadlines & dates – a table with task, cycle, responsibility and status
  • Routine checklists – recurring processes kept step by step
  • Enquiries – an enquiry form for your website whose answers land straight in a table
  • Tasks – what needs doing by when, colour-coded by urgency
  • Services – your offering and packages as a tidy list
  • Knowledge & templates – information sheets, routines and standard replies with no confidential data
  • Team & responsibilities – who handles which task, at a glance

Your AI helps out – only as far as you allow

Connect ChatGPT, Claude or another AI directly to your office workspace. It can then draft an information sheet, sort your deadline list or summarise a routine – but strictly within the limits you set. Your AI can never do more than you can: for each area you decide whether it may only read, add to, or touch nothing at all. You simply never store anything confidential here in the first place. And because snori versions every change, nothing is lost when you experiment. snori also works entirely without AI – the connection is an extra, never a requirement.

An information sheet for clients, a checklist for the team, an info sheet for your website: in snori you turn any page into a shareable link – with no account needed for the recipient. You add your own logo, protect it with a password or expiry date, and see in the overview how often it was opened in the last 24 hours, 7 or 30 days. Information becomes a professional calling card instead of a loose PDF attachment.

Secure, German, nothing gets lost

Your organisational documents belong to you. snori stores your data encrypted in an ISO/IEC 27001-certified data center in Germany, two-factor sign-in is mandatory, and every page can be rolled back to an earlier state. Deleted items sit in the trash for 30 days. So you work with peace of mind – even when an AI is writing alongside you.

Frequently asked questions

Do I store client or payroll data here?

No, explicitly not. snori is meant for running the office – deadlines, routines, tasks, knowledge. Confidential documents, accounting and payroll data belong in your specialist software, not in snori.

Is snori accounting software?

No. snori is your structured workspace for the organisational overview as records and tables. It doesn't replace accounting, DATEV or payroll software.

Can I use snori without AI?

Yes. snori is first and foremost a cleanly structured workspace for your routines. Connecting an AI is optional and can be switched on or off at any time.

Do I have to build every page myself?

No. When you create the workspace you pick the bookkeeping template, and the relevant pages appear immediately – including short practical tips. You just adapt them to your office.

Can my team work along?

Yes. You invite colleagues with roles and fine-grained page access – from full access to read-only or fully hidden.

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