→ About ESIO

Who is behind ESIO, and how do I reach you?

ESIO is made by ESIO ApS, a Danish company with CVR number 45129756. Our address is on the contact page, and you can write to us with the button at the bottom of this page.

What kind of business is ESIO designed for?

ESIO is made for businesses, from sole traders to small companies and teams, and our terms are written for business customers, not for private individuals.

What does ESIO add compared with a spreadsheet?

ESIO reads your figures from your accounting system and sets your budget next to them, calculates your liquidity, VAT and tax, and lets the people you work with share the same budget, while an export to a spreadsheet is always one click away.

How does ESIO compare with building my own tool?

ESIO keeps the formulas, the connection to your bookkeeping, the backups and your team's access running for you, and its calculations are covered by automated tests, so your time goes into your budget rather than into the tool.

Where can I see ESIO working on real numbers?

Start the free trial and connect your own accounting system to see your own figures, or follow the tutorials, which show each feature from the import to the dashboard.

About ESIO

→ Your company and accounting data

Which accounting systems does ESIO connect to?

ESIO connects to the accounting systems named in the plan comparison, reads your chart of accounts and your posted figures, and brings them up to date every time you sync. The connection is part of the Business and Pro plans.

How does ESIO make sure the numbers are correct?

Your actual figures come straight from your bookkeeping exactly as they were posted, ESIO never makes up a figure of its own, and every calculation is checked by automated tests.

How does ESIO help me include all my costs?

Every cost you add is a line in your budget, and with the connection to your accounting system you can copy your actual figures in as a starting point, so the costs you already have are there from the start.

How is my financial data stored and protected?

Your data is stored inside the EU, backed up every night with every change archived as it happens, kept encrypted in its backups, and visible only to the people you invite, with the permissions you give them.

How do I export my budgets?

Every plan exports a budget to Excel, CSV or PDF from the budget page, and the Pro plan exports the chart of accounts in the same formats.

Your company and accounting data

→ Your personal data

How do I download or delete my personal data?

Download my data on your profile page downloads your personal data, and Delete account on the same page removes your login and your personal data for good once you have handed over any workspace you own.

Is ESIO GDPR compliant?

Yes. ESIO is fully compliant with the GDPR: your data is stored and processed inside the EU, you can download your personal data and delete your account yourself at any time, and our privacy policy describes what we process and why.

Your personal data

→ Plans

How can I try ESIO before I decide?

Every new workspace starts with a free trial of the Pro plan without a payment card, we remind you by email before it ends, and when it does, your data stays as it is while you choose a plan.

What does my subscription include?

Every plan includes liquidity budgeting, the VAT and tax helper, the dashboard and graphs, and the export of your budgets, while the larger plans add more budgets, more people, the connection to your accounting system, and analysis and reporting, as the pricing section compares with prices shown excluding VAT.

What happens if I reach my plan's limit on budgets or members?

Nothing is deleted: what goes beyond your plan is locked so it can be read but not changed, your active and newest budgets stay open, and the lock lifts as soon as you remove what you no longer need or choose a larger plan.

Can I change my plan at any time?

Yes. A larger plan, or yearly billing instead of monthly, starts at once and the difference is charged right away, while a smaller plan starts when your paid period ends and locks, without deleting, whatever it does not cover.

Plans

→ Payment

Can I cancel at any time?

Yes. Stop the billing on the Billing tab of the Company page and you keep full access until the end of the period you have paid for, you can resume until then, nothing is charged after it, and a period that has started is not refunded.

Who receives my payment, and how do I pay?

You pay ESIO ApS by card, monthly or yearly, through a payment provider that keeps your card details away from us, and the Billing tab of the Company page holds an invoice for every payment, with prices shown excluding VAT and VAT added at checkout.

Payment

→ Future plans

Will ESIO include the cost of the goods I sell?

Not yet, and it is one of the features coming in the next months: you will set what each item you sell costs to buy, store, pack and ship, so the profit you budget is what is left after those costs. Alongside it comes automated statistical forecasting, which builds a forecast from your accounting data.

Future plans
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