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Solutions for Accounting Firms

Accounting automation, multi-client management and smart reconciliation

Scale your accounting practice or finance outsourcing firm: eliminate manual data entry, speed up month-end closes and give clients interactive dashboards.

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Critical Challenges

Bottlenecks in traditional accounting work

Accounting firms face tight margins driven by repetitive processes and high client friction.

Exhausting Manual Data Entry

Hundreds of hours lost keying in invoices, withholding certificates and receipts, causing human error and team fatigue.

Late Delivery of Information

Clients handing over documentation at the last minute through scattered emails, WhatsApp or incomplete backup.

Stressful Closes and Tax Risk

Weeks of overload at the end of every fiscal period, with a standing risk of penalties for inconsistencies or late filings.

Technology Solutions

A high-productivity platform for accountants

Tools designed to multiply your client base without growing headcount proportionally.

OCR and AI-generated Journal Entries

Smart optical recognition that extracts lines, taxes and vendors from PDF or image invoices, creating the entry in seconds.

Centralized Multi-company Panel

Instant switching between the books of multiple corporate clients, with adaptable charts of accounts and local currencies.

Predictive Bank Reconciliation

Automatic matching of bank statements against invoices and payments using customizable rules, cutting reconciliation time by 80%.

Executive Financial Reports

Dynamic financial statements (P&L, Balance Sheet, Cash Flow) ready to present in one click and available on the client web portal.

Raise the value and profitability of your accounting firm

Book a demo with our consultants specialized in financial and tax technology.

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