Accountants and fiduciaries
Complete files, delivered on time.
Your clients stop sending documents in dribs and drabs. You receive a sorted file, a register, and the list of what's still missing.
What you receive
One file per period
Documents sorted by month and supplier, named readably.
The transaction register
Each bank transaction with its status: complete, document being searched, exception, delivered.
The exceptions list
What's missing, what's wrong, what's awaiting a supplier's reply. With the date of the last reminder.
The format you use
By e-mail, as an archive, with an index of transactions (Excel or CSV). Upload to your portal on request. Register export as CSV.
Why it matters to you
- Fewer reminders on your side: the assistant chases the documents.
- Files that arrive before the deadline, not the day before.
- A clear exceptions list: you decide fast, without digging.
What it doesn't do
- It doesn't keep the books. No returns, no annual accounts.
- It gives no tax advice. When a question arises, it asks you or the client.
- It sends nothing without the client's approval, unless the client enables send mode.
What it never does without you
It doesn't pay. It doesn't send. It doesn't sign. It doesn't commit your company.
Draft mode
Every e-mail, every request waits for your approval.
Log
Every action is traced, dated, readable.
Kill switch
One gesture, and all sending stops.
Sending cap
A maximum number of sends per day, and a copy to you every time.
Have a client this would make sense for?
Tell us which one. We run the check with them, and you stay in the loop.