ACCOUNTANTS AND ACCOUNTING FIRMS
Your clients' documents arrive on their own.
Document collection on a client portal, AI-based data extraction, deadline monitoring and working time per client — on one office workspace, scaled for many clients.
Typical pain points
Documents arrive at month-end, incomplete
- Documents arrive at month-end, incomplete By e-mail, as photos, on paper — chasing missing items eats up the closing week.
- Many clients, many deadlines Filing and reporting deadlines live in a spreadsheet; delays only show up afterwards.
- Time spent is not visible per client You cannot tell which client consumes capacity out of proportion to their fee.
- Client communication is scattered Questions, answers and documents across different channels, impossible to retrieve.
Recommended modules
These are the feature areas we start with — click a card to open the detailed feature page.
- CRM AND SALES PIPELINE Customer portal The client uploads documents and sees the missing-item list and messages. Feature page →
- AI INTEGRATION AI data extraction Reading invoice and receipt data, with posting suggestions. Feature page →
- REGISTRY AND DOCUMENT MANAGEMENT Registration, certified copy Every document registered, with a certified digital copy. Feature page →
- PROCESS AUTOMATION, PROJECT MANAGEMENT Deadline workflow Task templates per client with automatic reminders. Feature page →
- HR AND WORKFORCE Working time per client Start-stop tracking, reports at client and task level. Feature page →
- INTEGRATION AND MOBILITY Accounting software integration Data transfer to the general ledger system you use. Feature page →
Rollout path
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Add your client base
Clients, contracts, deadline templates
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Launch the portal
Document uploads from the clients' side
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Data extraction
AI-based processing and checking
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Office view
Capacity, deadlines, profitability
Frequently asked questions
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Does it replace our accounting software?
No — it handles document collection, processing and client management, and passes data to the general ledger system.
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How much effort is it for the client?
Uploads also work from mobile with a photo; automatic reminders go out about missing items.
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How many clients does it scale to?
The number of clients is not a limit — permissions and templates are built for firm-level scale.
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