Accounting Bundle
Take On More Clients, Without Hiring More Staff
The Manual Work Behind Every Set of Books, Handled for You
If your firm still keys in paper invoices by hand and reconciles bank statements line by line, every new client means more hours, not more profit. The Accounting Bundle reads the invoices, matches the bank transactions, and prepares the books — so your team reviews and signs off, instead of typing everything in from scratch.
Built for the Accountant, Not the Business They Serve
This isn't a tool we hand to your clients. It's a system that sits behind your practice, so one bookkeeper can do the work that used to take three — without cutting corners, and without anything ever leaving your control.
One Set of Clients, Many Similar Businesses
If you handle several clients that all run the same kind of business — car washes, salons, small retail — their paperwork looks the same every month. That repetition is exactly what this automates.
You Stay the Professional of Record
The system prepares the books and drafts the reports. You review, sign off, and file. Nothing is submitted anywhere without you.
Nothing Goes to the Cloud
Reports are generated and handed directly to you and your client — not uploaded to a public dashboard or shared platform.
Three Systems, Working as One
You don't manage three separate products. You get one working process — we handle everything underneath it.
Reads the Documents
An AI agent reads scanned invoices and receipts — even handwritten or paper ones — and turns them into structured data.
Moves & Matches the Data
Automation pulls bank statements and matches every transaction against the right invoice, automatically.
Books It & Reports It
Everything lands in Odoo, ready for your review — including monthly reports and VAT/tax filings.
Built to Be Checked, Not Trusted Blindly
We don't let automation touch your books unsupervised. Every update runs through verification steps before anything is recorded — if a document can't be confidently matched or a figure doesn't check out, it's flagged and held for your review instead of being filed automatically. You always know what was automatic and what needs a human look.
Set Up for Your Country's Tax Rules
Every country has its own VAT and tax reporting requirements. We configure the bundle for the jurisdictions we support — and we're expanding.
Don't see your country? Talk to us — we scope new jurisdictions based on demand.
9 Layers of Security, on Every Client's Data
Financial records deserve more than a shared spreadsheet. Every client's data is isolated, encrypted, and protected by the same infrastructure banks and enterprises rely on.
Ready to Take On More Clients?
Tell us about your practice and your clients — we'll scope what fits.