One console for every client
Clients' inboxes in one list, from one login. See whose books are ready to publish and whose need you.
For accounting firms
What an accounting firm gets: more clients with the same team
The partner console puts every client's inbox in one list. Returns are drafted on the 1st, missing documents are chased in chat, and your team reviews and signs.
What changes on day one
Filings drafted for you
VAT returns drafted for every client on the 1st; your team reviews and signs.
Document chasing that runs itself
Each client gets a WhatsApp reminder listing exactly which statements and bills are missing.
The screens and agents you use
Always a person, always on record
Each client's books are kept fully separate
Agents draft filings; your team reviews and signs them
Data export always needs a person and a code from the app
Document chasing that runs itself
Missing statements and bills are requested in WhatsApp; as photos arrive they are read and coded into that client's books, so the team spends its time reviewing, not chasing.
An illustrative company from our design-partner program — not a named customer.
Other roles
Owner / founderTen minutes a day: approve from your phone, ask Maya the restCFO / finance directorCash 13 weeks ahead, reports by department, the group combinedFinancial controllerMonth-end as a review: bank matched daily, periods lockedAccountant / bookkeeperBills and bank done by agents; you review exceptions and fileOperations managerPurchasing, stock and deliveries — approvals on your phoneSales leadPipeline, weighted forecast and follow-ups next to your invoicesHR & payroll managerAttendance and leave into payroll; staff self-service in WhatsApp
See the partner console
Tell us about your firm and your clients; we will show you the console and how partners work with us.