Fiduciaries and
accountants

We design tools for fiduciary and accounting firms to organise client documents, prepare data exchanges and track approvals across their tools.

Describe your situation

Client documents organised around your engagement records

Data exchanges with your existing accounting systems

Exceptions and approvals tracked by your authorised teams

When client files require repeated collection and re-entry.

Client files arrive in several places.

Data is entered again into accounting tools.

Missing files need repeated client reminders.

Tools for your accounting practice.

Software development

We build portals and business tools to organise documents, requests and approvals, based on your workflows and the interfaces available in your accounting software.

Automation and integrations

We organise information collection, checks and transfer to the relevant accounting tools. Rules, exceptions and approval responsibilities are defined with the people responsible for the process.

Private AI

We configure private AI to search authorised documents and prepare summaries or drafts. Checks, accounting decisions and approval of the output remain with your teams.

Security consulting

We review access to client records, exchanges with accounting software and external services. Recommendations are documented according to the technical scope agreed with your teams.

Follow a client file through your practice.

Follow a file

We examine how a client file reaches your practice, which documents are missing and where information is entered again. Your team identifies the collection and validation steps to address.

Define the transfers

We specify document requirements, field mappings and available accounting interfaces. Together, we agree which checks run automatically and which entries must be approved by a member of your team.

Test the exceptions

We test sample client files, including duplicate documents, missing fields and rejected transfers. Your team checks correction and approval steps before connecting the workflow to the agreed tools.

Prepare daily use

We document collection rules, exception handling and access for your staff. Your team validates the workflow, with support arrangements agreed for changes in client requirements or accounting software interfaces.

Let’s discuss your practice.

Describe how client documents reach your practice and where collection, re-entry or approval currently requires extra handling.