Portugal: set up open source accounting

The same path as text: every command with Portugal already on it, and the codes a first invoice is written with. An AI agent helping you reads the same text as Markdown, at /countries/pt/set-up.md.

Ekwo keeps balanced accounts in a database you own, with the rules of Portugal as data. On Ekwo Cloud the Portugal pack is ready to use, with an account opened in a minute; this page is the other way in, Ekwo OS, the open source core, installed on your own project. It is generated from the Portugal pack, version 0.4.0; every code on it is read from the pack.

The Portugal pack is community: contributed, and reviewed by nobody.

Your accountant works on the same data, with their own access, and the pack carries its sources, its version and its status. To find an accountant who works with Ekwo in Portugal, see the directory or our partners. What Ekwo is, and its limits: the disclaimer.

1. What you need

A Supabase project of your own. The free plan is enough to start; Ekwo does not create it, pay for it or have access to it.
From its dashboard: the connection string (Connect → Session pooler), the Project URL and the service_role key (Project Settings → API). The key is used once, to create your first administrator, and is written nowhere. The anon (publishable) key, on the same page, is what you sign in with afterwards.
Node 20 or later on your machine. Nothing else: no Supabase CLI, no Docker, no clone.

2. Install

One command. It asks for the rest as it goes.

npx ekwo-os init --country PT

One chart of accounts: SNC — Sistema de Normalização Contabilística (seleção para PME), 120 accounts.
The accounts can be kept in pt, en; the installer asks. Without a terminal, pass --language <code>.
The Declaração Periódica do IVA is filed on one of these cadences: month, quarter. Pass --vat-period <cadence> to set yours.
A financial year follows the calendar unless you pass --fiscal-year-start YYYY-MM-DD.

The same, with no question asked — every value your own:

npx ekwo-os init \
  --country PT \
  --language pt \
  --vat-period <month|quarter> \
  --db-url "postgresql://postgres.<ref>:<password>@<pooler host>:5432/postgres" \
  --supabase-url "https://<ref>.supabase.co" \
  --service-role-key "$SUPABASE_SERVICE_ROLE_KEY" \
  --org "Your Organisation" --company "Your Company" \
  --admin-email "you@example.com" \
  --yes

3. Before you go live

Four settings of your project no installer can reach: turn off self sign-up, keep two administrators, keep the service_role key off every other machine, and read the disclaimer. init prints them; the installation guide explains each.

4. A first invoice

Sign in as the administrator you just created, pick the company, and write a draft. --dry-run shows what the database would write, and writes nothing; post records it.

ekwo login --supabase-url https://<ref>.supabase.co --anon-key <publishable key> --email you@example.com
ekwo use "Your Company"
ekwo contact add "First Customer" --country PT --ref customer-1
ekwo doc new --contact "First Customer" --ref invoice-1 --line "name=Consulting,price=1000.00,account=71,tax=PT-S-23"
ekwo post invoice-1 --dry-run
ekwo post invoice-1

A line names its account and its tax by code, never by rate. 71 is the account the pack names for sales; the chart may carry a closer one for what you sell — services, a reduced rate — and list_accounts lists them.

What the invoice says about your company — its address, its VAT number — comes from the company’s profile, which the MCP tool update_company_profile fills; ekwo init sets only the name.

The domestic sale taxes the pack carries today. Which one a sale carries is a question about that sale, for you or your accountant: the list is the pack’s, not advice.

Tax code	Name	Rate
`PT-S-23`	Vendas e serviços à taxa normal (23 %)	23 %
`PT-S-13`	Vendas e serviços à taxa intermédia (13 %)	13 %
`PT-S-6`	Vendas e serviços à taxa reduzida (6 %)	6 %
`PT-S-AC-16`	Vendas e serviços na Região Autónoma dos Açores, taxa normal (16 %)	16 %
`PT-S-AC-9`	Vendas e serviços na Região Autónoma dos Açores, taxa intermédia (9 %)	9 %
`PT-S-AC-4`	Vendas e serviços na Região Autónoma dos Açores, taxa reduzida (4 %)	4 %
`PT-S-MA-22`	Vendas e serviços na Região Autónoma da Madeira, taxa normal (22 %)	22 %
`PT-S-MA-12`	Vendas e serviços na Região Autónoma da Madeira, taxa intermédia (12 %)	12 %
`PT-S-MA-4`	Vendas e serviços na Região Autónoma da Madeira, taxa reduzida (4 %, desde 01/10/2024)	4 %

5. With an AI agent

The MCP server lets an agent act as you, under your own row level security, and never with the service_role key. Configuring it, and what an agent must and must not do.

What the Portugal pack carries

Charts of accounts: SNC — Sistema de Normalização Contabilística (seleção para PME) (120).
26 taxes, at 0 %, 4 %, 5 %, 6 %, 9 %, 12 %, 13 %, 16 %, 22 %, 23 %.
The Declaração Periódica do IVA (PT-DP-IVA), 25 boxes, filed month, quarter.
Financial statements: Balanço, Demonstração dos Resultados por naturezas.

What it does not do

No library of this repository writes the file of the PT-DP-IVA yet: the return is computed and frozen here, and typed on the administration’s portal.
Nothing is sent to an administration, a Peppol network or a bank by the open source software: transmission is yours, or an operator’s you appoint.
What the pack leaves out on purpose is in its README.

Set up Ekwo for Portugal

Create your Ekwo Cloud account

Run it yourself

Step by step