An accounting firm lives off efficient processing of client documents. We help move to digital intake, approval workflows and automatic transfer into accounting. The accountant then does control instead of retyping.
Accounting firms call when they hit a serious bottleneck. Here are the typical signals.
The client arrives with a binder, the accountant spends 2 days sorting. Only then can accounting start. Half the month goes to retroactive sorting.
Invoice arrives by mail, accountant prints it, opens accounting software, types it. Triple work instead of one step.
The client calls about tax liability, return readiness. The accountant digs through work in progress and promises a date.
Monthly reporting means exporting from accounting, merging in a spreadsheet, formatting, mailing. Six hours of work per client.
The client pays for value-added advisory, but the accountant spends 80 % on retyping. Value the client does not receive.
An accounting firm needs fast intake of documents from clients, approval workflows and a connection to the accounting system. We help build it so one accountant can handle more clients.
The client does not need to bring a binder. Documents arrive digitally via portal or mail with automatic extraction.
The invoice passes through the right steps before posting. At the client and at the firm.
Documents go straight into ABRA Flexi, Pohoda or Money S3. The accountant does not retype.
Write us how many clients you have and where time is lost. We will come back with a first-step proposal.
