Finanzverwaltung am Laptop

Modern financial management

Create a club & try PREMIUM free of charge for 30 days

Record income & expenses
Overview of outstanding invoices
Keep a digital cash book
Available on the mobile app

Keep your finances under control with Vereinsplaner

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An end to financial chaos

Manage club finances like a pro

From membership fees to income & expenditure: Everything under control, transparent for all responsible parties and retrievable in seconds.

Overview of finance management in Vereinsplaner
Less effort, more time for the essentials

Your benefits at a glance

Automated processes ensure that tedious manual tasks, such as recording and reconciliation of transactions, are completed efficiently.

Comprehensive
bookkeeping

Whether invoices, bookings or donation receipts — everything is integrated and ready for immediate use.

Financial reports
at the click of a mouse

Create powerful reports in seconds using templates.

Banking interface with
real time connection

Account reconciliations and incoming payments are automatically synchronized — for up-to-date financial data.

finances & membership fees

Latest webinar

In this short webinar, we'll show you how to manage contributions efficiently and keep a stress-free overview of your club finances — relaxed from the start of the year to the end.

Financial overview at a glance

Whether on a laptop or in the mobile app — with Vereinsplaner, you have your club finances under control anywhere and anytime.

  • Keep a cash book digitally
  • Detailed billing & booking overview
  • View open invoices and bookings
  • Support for account plans (Simple, SKR42/49,...)
  • Statistics and evaluations
Finance overview web
Finances overview

Review & organize bookings

Not only save time, but also never lose track of things — our financial administration makes it possible.

  • Create & evaluate cost centers
  • Transfer between accounts
  • Special purpose & economic operation
  • Link booking to invoice
  • Countless filter & export options
  • Evaluation of projects & categories

View & manage invoices

No more lost or crumpled invoices — everything digitally and always at hand.

  • Keep an income expenditure account (IEA)
  • Keep an income surplus account (EUR)
  • Upload invoice files digitally via photo
  • Manage customers & suppliers
  • Various filter & export options
Link accounting entry to booking
Direct connection to your bank account

Banking interface with real-time connection

Save yourself the hassle of typing! From now on, all bank transactions flow automatically into your system.

  • Import booking data in real time
  • Monitor incoming payments
  • Secure bank account
  • Coverage of 97% of all banks in AT and DE
  • Current accounts, credit cards, fixed deposit accounts, PayPal,...

Financial management in sections, departments & groups

By organising sections and groups more independently, the use of financial resources can be made more efficient and flexible.

  • Share individual accounts with groups
  • Group-level banking interface
  • Manage bookings/invoices in groups
  • Grant permissions to authorized members
  • Independent administration for section heads
  • Real time synchronization with club
Hierarchie overview
Template for creating invoices

Invoicing, cancellations & e-invoices

With our user-friendly template, you can create invoices in no time at all — legally compliant & individually customizable.

  • Invoice work hours, services & products
  • Automatically sequential invoice numbers
  • Create, import & read out e-invoices
  • Manage customers & suppliers centrally
  • Save VAT and add discounts
  • Invoicing function also for groups/departments

Donation management made easy

Donation receipts are often tedious — with Vereinsplaner, you can complete them in just a few clicks, legally secure and efficiently.

  • Create a digital donation receipt automatically
  • Record donations of money, goods or services
  • Capture donations seamlessly in the tax administration
  • Direct delivery via email
  • Manage cancellation donations in accordance with the law
Overview of cancellation invoices
All the reports you need — available anytime

Financial reports for cashiers & auditors

With Vereinsplaner, you can generate and export 9 different financial reports with a mouse click. Save valuable time and avoid unnecessary mistakes.

Financial reports by account

Shows income and expenditure structured by account in order to transparently present the financial position of the club.

Finanzbericht nach Konten

Sales tax report

Compile all VAT-relevant bookings and facilitates settlement with the tax office.

Umsatzsteuerbericht

accounting on a cash basis statement

Shows the club's simple profit and loss statement, ideal for preparing annual financial statements.

Finanzbericht Einnahmen-Ausgaben-Rechnung & Einnahmen-Überschuss-Rechnung

Discover smart financial management and save yourself time and nerves!

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FAQ - everything you need to know

Financial administration at a glance

Here you can find answers to frequently asked questions about financial management — from booking creation to automatic bank synchronization.

How do I differentiate between bookings and invoices in the financial overview?

In Vereinsplaner, there is a separate area for bookings and a separate area for invoices. By separating, you always have an overview, can quickly identify open items and manage your finances in a targeted manner.

Can I keep a digital cash book in Vereinsplaner?

Yes - The cash book is integrated directly into the financial module. You can record all incoming and outgoing cash registers and export the data as needed.

Does Vereinsplaner support different account plans?

Yes - Depending on the country (AT, DE, CH), we offer various account plans, such as SKR42/49, SME or Simple. Clubs can choose the chart of accounts that best suits their needs.

How do I export my financial data?

All bookings and invoices can be exported as CSV, PDF or Excel, ideal for tax advisors or club reports. In addition, 9 different financial reports can be downloaded with just one mouse click.

Can I create and evaluate cost centers in Vereinsplaner?

Yes - In Vereinsplaner, you can create any number of cost centers and assign them to each booking or invoice. In this way, you always have an overview of how much budget individual areas or projects are using up and can create targeted evaluations for club administration.

Can I divide invoices into categories and projects?

Yes - You can sort invoices by categories and assign them to the appropriate projects. In this way, you always have an overview of income and expenditure, identify correlations and can evaluate your financial administration in a targeted manner.

Is it possible to assign transactions to individual customers or suppliers?

Yes - You can clearly create all customers and suppliers and clearly assign transactions. This makes it easier to track invoices, identify open items and organize your club's financial overview cleanly.

Why should I divide bookings by club area?

In Vereinsplaner, bookings can be assigned to various areas of the club — from ideal areas to functional businesses to economic operations. This allows you to record income and expenditure in a tax-appropriate manner and keep track of your club's finances.

Can I also use financial management in the mobile app?

Yes - The mobile app gives you access to all financial data anytime, anywhere. You can digitally upload invoices, track important transactions and make your financial management more efficient than ever.

So that the administration doesn't slow you down, but keeps your back for what is important to you — the community in the club.

Discover more features that make your job easier

Vereinsplaner offers you many additional features that make your club management easier, more efficient and less stressful — everything in one place, everything in your hands.

Get to know the full range of options and discover how easy club work can be.

Get started now