Solutions

More to sell, for every kind of client.

Monthly bookkeeping is the start. Package new services for the clients your firm already has, under your own brand.

01Services

Six services your firm can sell on the same platform.

Monthly bookkeeping is the start. The same engine lets a firm package new, higher-margin services for the clients it already has.

Monthly bookkeeping

Documents captured as they happen, reconciled weekly, and a closed month on a fixed day.

Every SME client · retainer

Sales tax and e-invoice prep

Tax codes checked every month, and invoices pulled from the client's own invoicing system into the e-invoice report, so every return ties to the books.

Tax-registered clients · add-on

Catch-up and clean-up

Back-file months of missing books from statements alone.

New clients and late filers · project fee

AP and bill management

A bill inbox per client (their own mailbox or a forwarding address), duplicates flagged, due dates tracked and bills matched when paid. Owners see what's owed at a glance.

Growing SMEs · add-on

Expense claims

Staff send receipts on Telegram. Lines are booked with FX and tax, approved in one tap, and returned as a claim pack.

Teams with travel or field staff · per head

Close and wind-down

Multi-bank, card and payment-platform reconciliation through to final accounts, including closing a company down.

Fintech, e-commerce, dormant entities · project fee
02Packages

A package for every kind of client on your books.

Firms serve very different businesses. Each package switches on the right capture, matching and compliance for that type of client, and can be sold under your firm's name.

Most clients

Regular SMEs

F&B, retail, clinics, services and trading.

  • Bill inbox by email
  • Bank statement OCR and reconciliation
  • Monthly close to Xero or QuickBooks
  • Sales tax codes checked monthly
E-commerce

Online sellers

Dropshipping and marketplace sellers with high volumes of small orders.

  • Payout and payment-platform matching
  • Multi-currency with FX
  • Foreign ad spend flagged for review
  • Marketplace fee reconciliation
Light books

Startups and pre-revenue

Few transactions, but investors and grants want clean books.

  • Card and expense capture
  • Expense claims with approval
  • Grant and fixed-asset tracking
  • Quarterly close
Complex

Multi-entity and fintech

Several banks, cards, wallets and payment rails across several currencies.

  • Multi-rail reconciliation
  • AP and AR management
  • Close-the-books and wind-down
  • Data hosted on your server if required
Add to any package:E-invoice reportingCatch-up bookkeepingAP email inboxTelegram captureSlack client channelWhite-label branding
Next step

See it on your own clients' documents.

Bring one client's bank statement and a handful of receipts. We'll run them through live in a 30-minute demo.

  1. 5 min
    Your current workflowHow documents reach you today and where the hours go.
  2. 10 min
    Live walkthroughCapture, reconciliation, review and posting.
  3. 10 min
    Your sample, run liveOne statement and a few receipts, start to finish.
  4. 5 min
    Scope and pricingWhat to switch on first, and what it costs.