Workflow automation for accounting and bookkeeping firms

Less chasing documents, more time on the work clients pay for.

New tools keep piling up, and nobody on your team has the time, or the specialist know-how, to connect them properly. That is exactly the job we take off your hands.

Book a free 20-minute fit call

Free fit call · NDA when you engage us · Fixed-fee audit

IN SHORT

What we do for accounting firms

We are workflow automation and systems integration specialists for accounting and bookkeeping firms of 10 to 50 people. We connect the CRM, email, document storage, e-signature and the tools around your accounting software, so client onboarding, document collection and deadline reminders run without re-keying or manual chasing. Every engagement starts with a fixed-fee stack audit (EUR 1,500) that gives a written verdict on each tool: keep, configure, consolidate or replace. We are not accountants and give no accounting or tax advice: we make your tools work together. NDA signed when you engage us, before any system access; we work inside your own accounts and don't copy client data out.

THE STACK WE SPECIALIZE

CRM integration and workflow automation across your whole stack

We work with the software established firms actually run, and connect it so data is entered once and correct everywhere.

  • Microsoft 365
  • Google Workspace
  • Salesforce
  • Claude
  • HubSpot
  • DocuSign
  • Slack
  • Notion
  • ClickUp
  • Clio
  • Twilio
  • WhatsApp
  • GoHighLevel
  • Zapier

+ any tool with an API or a native connector

WHERE THE HOURS GO

Where accounting firms lose hours between systems

The software fees are the visible part. The real cost is the chasing, the re-keying and the spreadsheet that tracks what the systems should.

01

Document collection by email reminder

Statements, receipts and signed forms arrive in pieces, by email, after several reminders sent by hand. Someone keeps a spreadsheet of who still owes what.

02

Onboarding a client means typing them in four times

The engagement letter, the CRM, the practice tool and the ledger each get the same details, typed again. Every copy can drift from the others.

03

Deadlines tracked in someone's head

Filing and reporting dates live in a calendar or a spreadsheet one person maintains. When they're away, reminders stop.

04

Tools added one at a time

A portal here, an e-signature tool there, an automation someone built years ago. Each solved one problem; together they overlap and nobody owns the whole.

WHO WE WORK WITH

What we typically build for accounting firms

Established firms with recurring clients, recurring deadlines and too much of both handled by hand.

Onboarding in one step

One intake that creates the client across the CRM and practice tools and sends the engagement letter for signature.

Document requests that chase themselves

Automated requests and reminders that stop as soon as the document arrives, filed in the right client folder.

Deadline reminders from one source

Reminders and tasks generated from the client record instead of a spreadsheet one person keeps.

A verdict on the stack before adding more

Before buying another portal, the audit says which tools to keep, configure, consolidate or replace.

Serving firms in

United States · Canada · Switzerland · Luxembourg · Singapore · Philippines · France

We work remotely, with no local offices. Calls are in English or French, every deliverable is in writing, and all fees are invoiced in euros.

RECENT WORK · ANONYMISED UNDER NDA

The closest work we can show: a law firm's intake, rebuilt

Law firm · 20 to 35 people · France

Audit, then integration · 7 weeks

Before

Client intake relied on email chains, paper forms and manual re-entry into several systems. Marketing could not track which leads came from French legal directories and campaigns. Engagement letters often went out late, which delayed billing.

After

One intake form creates the client in every system. Marketing campaigns sync directly to the CRM, so the firm can see return on each channel. Engagement letters generate and file themselves. About 40 hours a month back across paralegal and admin staff.

Built with: Clio · HubSpot · Microsoft 365 · DocuSign · Make

See all case studies →
HOW IT WORKS

From first call to a system that runs itself

STEP 01

Free fit call (20 minutes)

We learn how your firm runs and where the stack is failing it. No confidential detail needed. If an audit isn't worth doing, we say so here.

01
FIT CALL
STEP 02

Scope and fee in writing

What we'll review, what you'll receive, the timeline and the exact fee. Nothing starts until you approve it.

02
SCOPE
STEP 03

Engagement, NDA, then access

Once you engage us, the NDA is signed (and a data processing agreement, if you want one) before you grant access to any system.

03
NDA
STEP 04

Audit and verdict

Every tool judged: keep, configure, consolidate or replace. The spend you can drop, and a roadmap ordered by payback.

04
VERDICT
STEP 05

Build, test, switch over

Integration and automation built alongside your live systems, tested end to end, and switched over when you choose.

05
BUILD
STEP 06

Enable and support

Training, written guides, recorded walkthroughs and a 30-day support window. An optional monthly retainer after that.

06
SUPPORT
THE ENGAGEMENT

Three steps, each priced up front

No discovery maze, no quote roulette. The audit is a fixed fee, and everything after it is quoted in writing before you commit.

START HERE
Stack audit
€1,500

Every tool you pay for, judged on fit.

NDA signed before any access
A written verdict on every tool
The hours and licence spend you'd recover, itemised
A build plan ordered by payback
Implementation
Quoted after the audit

We build what the audit recommends, end to end.

NDA signed before we touch any system
Data processing agreement on request
Tools connected, busywork automated
Tested end to end and documented
Ongoing partnership
Agreed after the build

Optional: your team trained, your integrations supported and improved.

Team training on the new setup
Support after launch
Integration monitoring and improvements

Each step is optional. Nothing begins without a written proposal you've approved. All fees are invoiced in euros.

COMMON QUESTIONS

What firms ask us first

Do you replace our accounting software?

We don't start from replacing it. The audit judges it like every other tool, and most of the work is connecting intake, document collection, the CRM and email to it.

Are you accountants?

No. We give no accounting or tax advice. We make the tools your firm already pays for work together, and automate the steps between them.

Do you sign an NDA before we share anything?

Yes. The NDA is signed as soon as you engage us, before you give us access to any system or data. The free fit call beforehand doesn't need confidential information: we talk about how the firm runs, not about specific clients.

Do you keep a copy of our data?

No. We work inside your own accounts under the permissions you grant, and we don't copy client data out to our own systems.

Is this right for a small practice?

We work best with firms of 10 to 50 people. Under 10 people with two or three tools, an audit would be overkill: write to us anyway and we'll point you in the right direction on the free call, without a fee.

How long does it take?

The audit takes 1 to 2 weeks. Integration and automation are scoped in writing after it and typically take 6 to 8 weeks, built alongside your live systems so the busy season isn't disrupted by a switch-over you didn't choose.

Find out where your firm's hours are going

One free call, no confidential detail needed. If an audit is worth doing, you'll get a fixed-fee proposal in writing. If it isn't, we'll say so.

Book a free 20-minute fit call

Free · No obligation · No confidential detail needed