Professional services
Accountants and bookkeepers
Accountants and bookkeepers spend the busy months chasing clients for records, keying invoices and answering the same questions. We build onboarding, document chasing and invoice coding that handle the routine work, and keep every figure and judgement with your team.
For accountants and bookkeepers
Three things we build first
- 01
Client onboarding
Client onboarding with engagement letters, identity and anti-money-laundering evidence gathered in one flow before work starts.
- 02
Document chasing
Document chasing that sends agreed reminders and shows the team which records are still missing for each client and deadline.
- 03
Purchase invoice coding
Purchase invoice coding that reads each invoice and suggests nominal codes, for your staff to check before anything is posted.
Security
Serious security for sensitive work
Client ledgers, bank details and identity evidence are exactly what attackers want. Yours sit behind invitation-only access, with each person seeing only the clients their role allows.
Everything we build runs on infrastructure independently certified to ISO 27001:2022 and audited to SOC 2 Type II, from the build platform to the database to the global edge network in front of it.
- ISO/IEC 27001:2022Build platform, database and edge network are each certified to the international standard for information security management.
- SOC 2 Type IIIndependent auditors test the security controls of every layer we host on, over time and not just on the day.
Where we start
One job first, done properly
We start with the records you chase every month. We know this ground from our own accounts portal, where every invoice line is coded and then checked by staff before approval, so we begin with the work your team repeats most and keep the checking where it belongs.
Connections
Work with what you have
Tools businesses like yours often use. We connect to what you already have; naming a tool does not imply any partnership.
- Microsoft 365
- DocuSign
- HubSpot
- Xero
- Google Workspace
- Calendly
Tell us the job
Tell us which client records you chase every month, and we will show you how we stop you chasing them by hand.
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