Solutions · accounting firms
Business automation for accounting firms.
We automate what your firm repeats: document chasing, deadlines, retainers. Your accountants keep the judgement. Agents take the follow-up.
What repeats in accounting firms
- Documents chased every monthRequest, remind and file client documents automatically.
- Filing deadlines in spreadsheetsDeadlines per client on one board, tasks by role.
- Status questions all dayClients see where their file stands without asking.
Ready-made
Bundles for accounting firms
Start with one. Each runs on the pancake foundation, so the next one plugs into the same data and permissions.
Client document chase
Receipts and statements arrive on time.
- Monthly document checklist
- Secure upload reminders
- Missing-item escalation
Deadline tracking
Filings never slip.
- Tax and filing calendar
- Client-by-client status
- Pre-deadline nudges
Billing & retainers
Invoices and retainers on autopilot.
- Time to invoice
- Retainer renewals
- Overdue sequence
Agents
The agents that usually join a accounting firms team
Each one works a queue your people used to work by hand, and hands back anything outside its rules.
- Document chaser
- Deadline agent
- Intake agent
- Client status agent
- Billing agent
Integrations
Connected to what accounting firms already run
Official APIs where they exist, partner connectors where they do not, and a custom integration when neither fits.
- Accounting software
- Tax authority portal
- Document storage
- E-signature