Every euro you earn and spend, in one place.Your IRS starts from figures in order.
You issue your recibo verde (the self-employed's invoice-receipt) on the Portal das Finanças as usual, and upload the PDF here: Lisa reads it and records it. Take a photo of an expense invoice and she records that too. Income, expenses and payments sit in one place, and when the IRS (personal income tax) return comes round, you or your accountant start from figures already in order. For anyone working on recibos verdes, with or without VAT.
Free, no credit card needed.
You know how to do your work. It's everything else that weighs.
“Expense invoices end up in my pocket and my inbox.”
One photo or one PDF, and the expense is recorded with its document.
How an expense is recorded“Who has paid me? How much am I still owed?”
Every recibo verde with its payment: you see straight away who still owes you.
Receipts and payments“The IRS is coming and I don't know where to start.”
What you have billed this year always in view, and Lisa explaining the rules in plain words.
Getting to the IRS returnOne photo, and the expense is recorded.
Take a photo of the invoice from the stationer's or the petrol station, upload the PDF of a purchase invoice or forward it from your email. Lisa reads the supplier, date, total and VAT, and suggests the category.
You confirm, and the expense keeps its document. Always ask for an invoice with your NIF (your tax number): on the regime simplificado (the simplified regime), those are the expenses that count for the IRS.
- Expense invoices, from a photo, a PDF or an email
- Supplier, date, amount and VAT read for you
- The same file is never recorded twice
Every recibo verde with its payment.
In Portugal a valid invoice comes only from the Portal das Finanças or from an invoicing program certified by the AT (the tax authority), and BravoLisa is not one of them. So you issue the recibo verde on the Portal, free, and upload the PDF here: Lisa reads it and records it among your issued invoices.
Upload your bank statement: its lines become payments, and you see which invoices are still waiting to be paid.
- Recibos verdes and invoices recorded from the PDF
- Payments from your bank statement
- Who still owes you, at a glance
Ask in your own words. Lisa answers with your figures.
Lisa knows the rules of the IRS, VAT and Segurança Social (social security), and she reads your invoices, expenses and payments. So “do I still have the VAT exemption?” gets what you have billed and how far you are from the limit, not an article of the law.
Write to her in the language you prefer: Portuguese, English or another. From her answer you reach the receipts the figures come from.
- Answers computed from your own documents
- The rules explained in plain words, in your language
- From the answer to the receipts behind it
Yes. Since January you have billed 11 400,00 €. The limit of the artigo 53.º exemption is €15,000, so you have 3 600,00 € left.
Lisa is AI and can make mistakes. She is no substitute for tax advice.
When the IRS comes, the figures are already there.
From the start of the year you see how much you have billed and how much is still to come in. On the regime simplificado the IRS starts from what you bill, and Lisa tells you how far you are from the €15,000 limit of the VAT exemption: the end of the year holds no surprises.
BravoLisa does not fill in the Anexo B (the IRS annex for self-employed income) or the Segurança Social quarterly declaration. You or your accountant fill them in from figures already in order, each with its document.
- Billed and still to come in, year to date
- Every figure with its document
- How far you are from the exemption limit, in one question to Lisa
Frequently asked questions
Is BravoLisa really free?
Yes. In Portugal BravoLisa offers the Free plan: you record recibos verdes, expenses and payments, and Lisa reads your documents and answers your questions, at no cost and with no credit card.
Does BravoLisa fill in my IRS return?
Not yet, in Portugal. BravoLisa does not calculate taxes or contributions, and does not fill in the Anexo B, the Segurança Social quarterly declaration or the periodic VAT return: it keeps in order the income, expenses and payments those returns start from, each with its document. Returns for Portugal are planned.
Can I issue recibos verdes in BravoLisa?
No. In Portugal a valid invoice, recibo verde included, is issued only on the Portal das Finanças or in an invoicing program certified by the AT, and BravoLisa is not certified. You issue the recibo verde on the Portal, free, and record the PDF here: Lisa adds it to your income and payments.
Does BravoLisa replace an accountant?
No. BravoLisa is software with an AI bookkeeping assistant, not a certified accountant (contabilista certificado). Lisa applies the rules to your documents and shows you where the figures come from, but she can make mistakes and gives no tax advice: for advice on your own case, speak to a certified accountant. If you already have an accountant, you bring them figures in order.
Which language can I write to Lisa in?
Whichever you prefer: Portuguese, English or another language. Lisa answers in the same language and explains the Portuguese rules in plain words.
Can I start before I open my activity at the Finanças?
Yes, even if you have just arrived in Portugal. The account is free: create it whenever you like and record your documents from your first day of activity.
Your first recibo verde is where it starts.
Create your free account, upload the last recibo verde you issued and ask Lisa the first thing you want to know.
Free, no credit card needed.