80* algorithms scan and audit your business data around the clock looking for errors.Turn hours wasted on manual checks and rework, into hours of profitable work.Error free data = healthier business.
Automate your firm processes to drive your team’s efficiency to amazing new heights. Manage your team’s work with slick, multi-client template automation.Plan your teams target capacity and be alerted on over capacity and un-billed work.
Have all your reports together in one place, to make practice management a breeze.Understand the size and complexity of your client files, review your workflow and manage your team’s capacity – all in one place.Onboarding, billing, advisory and managing your team has never been simpler – thanks to our quality checked interactive reports.
Share data-cleansed reports and business insights with your clients. Assign and collaborate with your clients on risk and compliance. Make it easier to request answers and information from clients.
Cost (from)
£5/month
Free Practice Subscription
Trial
14 day free trial, fully functional, no credit/debit card required
Partner Program
We offer a Step Ahead program, where we provide workshops to set up your task and process automation and understand your goals for success.
Support Channels
Mobile Platforms
Accounting Platforms
Integrations
N/A
Geographies Served
Australia
Canada
New Zealand
South Africa
United Kingdom
USA
Industries
Communications
Assign email to team
Assign email to work
Client tasks/requests
Job notes
Job timeline
Notify team members
Companies House
Add company
Add people
Main contact
Contacts
Client groups
Types
Documents
Client portal
Storage
Reporting
Time
Work and Work Templates
Overview filters
Statutory deadlines
Work sections
Work status'
Work subtasks
Work tasks
Work templates
Alerts
Analysis
Comparatives
Non financial KPIs
Ratios
Variances
Consolidation
Multi-currency
P&L
Reports
Brand
Custom
Customise pre built template
Download
Graphs
Pre built templates
Share online with client
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