For accounting firms & fiduciaries
Your clients' accounting back-office, without manual rework
Invoice receipt, OCR, validation, approval, and export — connected to your practice management software.
Every client is a different documentary bottleneck
Invoices by email, WhatsApp, and paper, reviewed and posted by hand, multiplied across every client you manage.
- Hours of manual entry for every monthly close
- Errors and duplicates surfacing during review
- Clients asking about the status of their invoices
- Hard to scale without hiring more hands
We automate receipt and validation of your clients' invoices
A client-firm portal and an accounting flow connected to your practice management software.
- Receipt by email, WhatsApp, or client portal
- OCR and validation of supplier, amount, VAT, and due date
- Duplicate detection and an approval workflow
- Export to your practice management software or ERP
- A portal where clients see their invoice status
Who it's for
- Accounting firms
- Fiduciaries
- Firms with multiple clients
- Groups with several entities
- Firms with high invoice volume
Connected to your usual software
It integrates with your current accounting software or ERP — it doesn't replace how you work.
Common workflows we automate
High-volume, document-heavy, integration-dependent.
Frequently asked questions
Talk to us about your invoice flow
A process diagnosis for one client, or for your whole practice.
Code you own, documented, no black box.