You live off case files
Accounting firm.
What a system can take over.
These are the tasks that eat the most time in this trade, and the split we usually find. Your case will differ in the details, and that is what the diagnosis is for.
AI-generated image
Sound familiar?
Every client is a folder with deadlines, documents and liability.
Client books, filings & taxes and requirements: they repeat every week and do not need your judgement. Exactly what a system can take over, below.
What the system can take over
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Client books
Entries and reconciliation across the whole portfolio.
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Filings & taxes
Drafts prepared; the professional reviews and signs.
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Requirements
Documentation gathered, deadlines watched.
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Client data
Every figure traceable to its source invoice.
What stays with you
This is where your value lies: decisions that call for your judgement, and that judgement is yours.
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Tax judgement
The hard interpretation belongs to the professional.
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Client relationships
Your portfolio's trust cannot be automated.
Every role, redrawn.
Pick a business like yours and see the new division of labour: the agents take the routine from day one; your people keep the judgement, the craft and the relationships.
- A system can do it Admin & invoicing Reconciles, files, and flags what does not add up.
- A system can do it Purchasing & suppliers Tracks orders and deadlines, chases on its own.
- A system can do it Customers & orders Answers the repetitive; escalates the unusual.
- A system can do it Data & reporting Reports that build themselves, traceable to source.
- Stays with a person Negotiation & relationships Prices and relationships stay yours.
- Stays with a person Judgement & exceptions The exception is always decided by a person.
- A system can do it
- Stays with a person
The last two stay with people, by design. That is where your company is irreplaceable.
What repetition costs you today
Use your own figures. This is what the work that repeats costs you today. How much of it a second mind can take on is what the diagnosis measures, with your data.
Invoices, orders, delivery notes
From arrival to closed
Fully loaded hourly cost
This is half the equation. The other half, which part a system can take over and which stays with your people, is exactly what the diagnosis answers with your own data.
What you can check
- 39 years
- building technology since 1987
- 20+
- countries where our products are used
- Open door
- running products you can try without an account
- Dated
- every change to this site, in a public log
What they usually ask us
Can it read the documents my client sends me?
Yes, and pull out what is needed. Every figure it extracts can be traced back to the page of the document it came from.
And if it gets something wrong that has consequences?
That is why it is built to say «I do not know» instead of filling the gap. Whatever it is unsure about, it flags for you to look at.
Is it any use for deadlines?
It watches them and warns you in advance, not on the day. It is one of the things that brings most peace of mind when you carry many files at once.
Does it match your case?
Half an hour of conversation and we will tell you if it is worth it. If it is not, we will tell you that too.
Get in touch Prepare my diagnosis now
Monthly fee with nothing upfront. The diagnosis is the first month and the report is yours even if you stop.
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