SAMIFISC, the Moroccan accounting software with artificial intelligence
The Client Portal is the accounting app included in SAMIFISC's support: document upload with automatic AI extraction, tracking of your tax returns, invoicing and payroll — all supervised by chartered accountants.
Looking for accounting software or an accounting app in Morocco to follow your documents, your invoices and your tax returns without spending your days on it? SAMIFISC's Client Portal is that app: it is included in the firm's support, with AI to spare you the data entry and chartered accountants to supervise your file.
Accounting software with AI: what artificial intelligence does for you
In traditional accounting software, someone types in every invoice. With SAMIFISC, you upload the document — a photo, a PDF, a multi-page statement — and the AI reads it: supplier and its ICE, number and date, amounts excluding VAT, VAT by rate and including VAT, stamp duty on a cash payment, handwritten payment notes. It proposes the entry in the Moroccan chart of accounts, recognises the accounts already used for the same description and flags what doesn't add up: an invoice paid twice, an illegible amount, missing VAT. See the details of automatic accounting entry with AI.
Accounting software designed for Morocco, with a firm behind it
The Client Portal is not generic software you would install on your own: it is the tool SAMIFISC makes available to its clients to work with them, not a service sold separately from the firm's assignment. In practice, this means that every document you upload, every invoice you issue and every payslip you prepare is seen by a professional who knows your file — the accounting app and the chartered accountancy expertise move forward together, neither without the other.
The features of the SAMIFISC accounting app
Document upload, AI extraction and dashboard
Upload your purchase and sales invoices and your bank statements in seconds: our artificial intelligence automatically extracts the data, with no manual entry on your side. The dashboard shows the status of your tax returns — including your VAT — and your financial position in real time.
- Ultra-fast document upload, in a few seconds
- Automatic AI extraction — zero manual entry
- Real-time tracking of your tax returns
- Access to all your accounting documents
- Interactive financial dashboard
- Direct, secure exchanges with the firm
- History and documents centralised and kept safe
- 24/7 access, wherever you are
Sales management: quotes and invoices
The Sales Management module lets you issue quotes, purchase orders, delivery notes, invoices and credit notes in your own style, with automatic numbering, recurring invoices and tracking of your collections — each invoice proposes its accounting entry, with no re-entry.
- Quotes, purchase orders, delivery notes, invoices and credit notes — automatic, continuous numbering
- One-click conversion: quote → order → delivery → invoice
- Customer records and a catalogue of products and services (prices, VAT)
- Recurring invoices (subscriptions, rent) issued automatically
- PDFs in your own look: logo, header and footer, amount in words
- Sending by e-mail from the application, tracking of payments and collections
- Sales dashboard: revenue, outstanding amounts, unpaid invoices
- Handover to the firm: each invoice suggests its accounting entry, with no re-entry
Payroll & HR, up to State 9421
The Payroll & HR module manages your employees' records, their contracts, their compliant payslips (CNSS, AMO, IR, CIMR) validated by the firm, their leave, and prepares the annual State 9421 for Simpl-IR.
- Complete employee records (civil status, CNSS, contract, pay) and salary history
- Permanent, fixed-term and seasonal contracts, amendments and renewals — expiry alerts
- Compliant monthly payslips (CNSS, AMO, IR, CIMR…), with a detailed, transparent calculation
- Validation by the firm: a validated payslip never changes again; PDF sent to the employee
- Leave and absences taken into account automatically in payroll
- CNSS registration of new employees tracked in the application
- HR documents generated on your letterhead: certificates, contracts, amendments, leave decisions
- IR payments and annual State 9421 ready for Simpl-IR (XML file), reconciled with the payslips
Messaging and WhatsApp assistant
Exchange directly with your firm from the app, or by WhatsApp: our assistant replies in French, Arabic or Darija, in writing or by voice message, for sending documents, following your file or booking appointments — reserved for the firm's clients, once your identity is verified.
- Write or speak — in French, Arabic or Darija: it answers in your language, by voice if you speak
- Identity checked with a code received by e-mail, valid for 24 hours: nothing is shared without verification
- Send your documents as a photo or PDF: filed in your folder and read by the AI
- Receive your documents on request: filed returns, articles and minutes, fee invoices
- Follow your file: upcoming or filed returns, missing documents, fees
- Automatic reminders: tax deadlines, appointments (the day before and one hour before), invoices
- Appointments: request, reschedule or cancel in a single sentence
- Confirm a VAT or advance payment with one button, and send the proof of payment
- Your tasks: view them, create some, mark them done
- A human when needed: the firm can take over the conversation at any time, with the full history
How to access the Client Portal
Access to the app opens with your file at SAMIFISC. After getting in touch or requesting a quote, we set up your accounting and your access to the Client Portal; you then upload your documents and follow your file yourself, continuously.
Why choose the Client Portal rather than standalone accounting software
- An accounting app included in the support, not software you have to set up on your own
- AI extraction with no manual entry, checked by a chartered accountant
- Invoicing and payroll centralised in the same tool as your accounting
- Secure access, available 24 hours a day, wherever you are in Morocco
An app available everywhere in Morocco
The Client Portal is a web app, accessible from a browser wherever you are in Morocco. SAMIFISC, a chartered accounting firm based in Agadir, supports businesses in the Souss-Massa region with the same tool — see our page fiduciary firm in Agadir and our accounting app in Agadir. Are you an accounting firm? Discover our software for accounting firms.
See also
Frequently asked questions
A question, a specific need?
Our experts are available to talk with you and answer all your questions.
Book an appointmentWhat is the SAMIFISC Client Portal?
It is SAMIFISC's online accounting app: a secure space where you upload your documents, follow your tax returns and your financial position, and exchange with your firm, 24 hours a day.
Is it accounting software I can use on my own, without going through the firm?
For a business, the Client Portal is included in SAMIFISC's support: artificial intelligence reads your documents and a chartered accountant supervises and validates your file. Are you an accounting firm? The same software is offered to you to manage your own clients — see our software for accounting firms.
Does the app let me invoice my customers?
Yes, with the Sales Management module: quotes, purchase orders, delivery notes, invoices and credit notes in your own style, recurring invoices and tracking of your collections, with automatic handover to your accounting.
Can I run my employees' payroll from the app?
Yes, with the Payroll & HR module: employee records, contracts, compliant payslips (CNSS, AMO, IR, CIMR) validated by the firm, leave, and the annual State 9421 ready for Simpl-IR.
What exactly does the artificial intelligence do?
It reads your purchase and sales invoices, your bank statements, your cash vouchers and your loan schedules: supplier, ICE (company identifier), date, amounts excluding VAT, VAT and including VAT, stamp duty, payments — even a handwritten note such as “23/09 cheque”. It then proposes the entry in the Moroccan chart of accounts; your accountant checks and validates it.
Does artificial intelligence replace my accountant?
No. The AI automatically extracts the data from your invoices and statements so you avoid manual entry; it is your accountant at SAMIFISC who supervises your file and validates your tax returns and your payslips.
Is the app available everywhere in Morocco?
Yes, the Client Portal is a web app accessible from a browser, 24 hours a day, wherever you are in Morocco — SAMIFISC supports businesses in the Souss-Massa region with the same tool.
Discover the Client Portal, SAMIFISC's accounting app
Request a quote for your business and access the Client Portal as soon as your file is set up.