Accounting practice
Accounting practice collects your customers' monthly documents for you: who sends what, what came in and what is still missing, in one place instead of calls, mails and a spreadsheet.
For an accounting or bookkeeping practice: each customer's monthly documents asked for, sent by upload or by mail, sorted by an AI agent and chased with reminders, and the filing tasks on a calendar. With Staff, each accountant works on their own customers.
Try it
Business details, Contacts, Customers, Tasks, Document requests, Documents
Try it freeWhat it does for you
On the 1st of each month the base makes a request for each customer with the list of what that customer sends, such as bank statements, sales and purchase invoices, receipts and payroll. Each customer gets a mail with the list and a link to their own page, where they upload the documents.
- Customers can also mail their documents to the base's documents address, which the request mail and the reminders name, once you let the base take mail in Settings. An AI agent, the Document sorter, reads each document that comes in, finds the customer, the month and the kind, and ticks it off the customer's list. When it cannot tell, it leaves the document in To sort with a note that says why, and the customer's account manager gets a mail and an Inbox item about it, with the note and a link to the document (the admins, when the document has no customer). The customer's page lists its documents with the unsorted ones first, with their Sorted and Sorter's note. On such a document, the action Sort again runs the Document sorter on it once more.
- Three days before a request's due day, and again on the due day, each customer who has not sent everything gets a reminder that names what is still missing. For a request made on the 1st, this is the 7th and the 10th. On any other day, Send a reminder now on a request mails its customer what is still missing. You see at once which customers are late, and what each one has not sent yet.
- Your filing tasks, such as VAT returns, payroll, annual accounts and tax returns, are on a calendar. You check each filing before it is done, and when you file one that repeats, the base makes the next one.
- With Staff, each accountant works on their own customers' requests, documents and tasks, and you or your practice manager review each filing before it is done. With Reports, an AI agent writes you a report on each month that ended.
Make it yours
Your business is not quite like any other. Ask the assistant for what is missing, in your own words: a new step, an email, a list, a rule. Every change is shown before it happens, and any change can be undone.
Add a third reminder on the 15th of the month.Add credit card statements to the documents that a customer can send.Mail me the list of late customers every Monday.
Add-ons that change it
Each of these adds one more thing to your base. Tick the ones you want when you create your base, and add or remove them later in Settings, Modules.
Locations
The places where the business works: shops, branches, clinics, warehouses, depots, venues and vans.
Reports
The reports that agents write each week or month.
Staff
Contacts who work for the business: their job, their place and their team.