It chases your clients for you.
Getting papers and answers out of clients is the biggest pain in every firm. It knows what is missing for each client, asks the right person, reminds, and escalates, so your team does not have to.
For accounting firms
It helps you help your clients.
The AI does the first pass on every paper, bank line and return. Your people review, approve and sign. Their time goes to judgement, not to typing.
Let’s talk.
The film, in words
- The firm’s screen shows all its clients: where each client’s month stands, what is waiting, what is overdue, and which reviewer owns each one. “All your clients on one screen.”
- A paper arrives for one client. The AI rebuilds and checks it and proposes the entry with its paper, its reason and its certainty. Your reviewer approves it, then approves the sure items in one batch, by the rules set for that client. “The AI does the first pass. Your reviewer decides.”
- Papers are missing from the client. It writes to the client’s manager, reminds, and passes the matter to the owner, as agreed. The papers arrive and are posted. “It chases your clients for you.”
- The tax return and the month-end pack are prepared, with their working, and your reviewer signs them off. “Returns and statements, ready for your sign-off.”
- The client screen grows from eight clients to twenty-four, with the same two reviewers. “The same team. More clients.”
Your team
Your team becomes the reviewers and approvers.
The AI does the first pass on every paper, bank line and return. Your people review, approve and sign. Their time goes to judgement, not to typing.
Experts and AI, working together.
It proposes; your expert decides. Each proposal comes with its paper and its reason. Sure, routine work can go through by rules you set for each client; anything unclear waits for your team.
More clients
Take on more clients than your team alone could.
With the daily work, the chasing and the month end done by the AI, the same team can serve many more clients in your market, without lowering the standard.
All your clients on one screen.
Where each client’s month stands, what is waiting, what is overdue, and who owns each queue. Your reviewer has a role of their own, apart from the client’s staff.
What it does for your firm
Less chasing. Cleaner starts. Work ready to sign.
Every new client starts with a full check.
Before you take a client on, it examines their existing books and gives your team a findings report with evidence and proposed fixes. A clean start, and a clear first piece of work to discuss with the client.
Returns and statements ready for your sign-off.
Tax returns in the format the tax office requires, month-end packs and complete year-end statements, each prepared from the books with its working, for your team to review and approve.
Better advice for your client meetings.
Cash forecasts, margins, slow stock, late payers, tax deadlines and the lawful choices before year end, laid out from the books. Your advice, and what the client decided, stay on record.
It adapts to how you work.
Your rules, your approval levels, your way of handling each kind of client. Our engineers work with you so the service evolves with the needs of your firm and your clients.
Each client kept apart, everything traceable.
One client’s data and rules never reach another’s. Every figure has its paper and its trail, so your firm can stand behind what it signs.
Become our partner in your market.
Together we bring this way of keeping books to the businesses around you. You bring the trust and the local knowledge; we bring the service and the platform.
Contact
Let’s talk.
Partnerships are shaped with each firm. Contact us to discuss.