Accounting firms
Automation and custom software for accounting firms
Chasing documents, repeating the same tasks, onboarding a new client, keeping track of the firm: that is where time runs short. We automate that work, plugged into your software.
What we automate
Four areas, with one thing in common: a lack of time.
Collecting documents
Asking clients for their documents and gathering them, without doing it by hand.
Repetitive tasks
The entries and routine handling that keep coming back, taken over by automations running on your software.
Onboarding new clients
Company details fetched automatically (INPI) and documents signed online, without re-keying.
Running the firm
An overall view of the firm’s activity, in one place.
With your firm’s software
We work with the software you already use, without asking you to switch: Pennylane, Tiime and Tiime Expert, Cegid (Loop, Expert), ACD, MyUnisoft and Sage.
When a need goes beyond what those tools allow, we build the custom software that is missing, connected to them.
A firm that prospects with its cards
An accounting firm we work with uses our connected business cards. Its staff prospect with their cards, and every request a card brings in goes into the firm’s pipeline.
Timelines and support
- Automation
- 2 to 4 weeks
- Indicative, confirmed in the quote
- Custom software
- 1 to 3 months
- Indicative, confirmed in the quote
- Support response
- Within 12 business hours
Frequently asked questions
How much does it cost?
Every project is priced to measure. The cost depends on what needs building, the tools to connect and the volume to handle. The quote sets the price and the timeline before any commitment.
How long does it take?
Allow 2 to 4 weeks for an automation, and 1 to 3 months for custom software. These timelines are indicative: the quote confirms them before any commitment.
Which software do you work with?
The ones you already use. We have connected many tools: e-signature (DocuSign, Youtrust, Jurisign), accounting and invoicing (Pennylane, Tiime, Tiime Expert), banking (Enable Banking), company registry data (INPI). We can also connect any software with an API, CRMs included. If we can do better than one of your tools, we replace it. If you would rather keep it, we integrate it.
Is our data, and our clients’ data, secure?
Your data is hosted in the European Union and backed up automatically. Every user has their own account, with rights set by role. And your data stays yours: you can export it at any time.