See this module in action.
Bring one messy client to a thirty minute call. We'll put it on Pastel while you watch.
Your team and your clients ask in plain words and get answers in seconds, with the source attached. No ticket, no waiting for month end.
Why did the margin drop. What did we spend on shipping. Ask like a person.
Text, a table or a chart, with every figure linked to where it came from.
Give clients direct access, or keep it inside the firm. Your decision, per client.
Manual times estimated with working bookkeepers. They vary with the complexity of the company. Multiply by every line, every client, every month.
By your staff, or by the client, in plain language.
Every figure in the answer links to the document behind it.
Questions that need judgment arrive with the homework already done.
Your team stays in charge. You decide which clients get direct access and what they can see.
Every figure shows its source, so wrong answers have nowhere to hide. And judgment questions route to your team, not to the machine.
It stops and asks. Anything unclear goes to a person on your team, with the context attached. Nothing is guessed into the books.
Yes. Every client has its own playbook. Set a rule once for the firm, then adjust it for any client that works differently.
No. It replaces the typing, matching and chasing. Your team reviews the work, signs it, and spends the saved hours on clients.
Bring one messy client to a thirty minute call. We'll put it on Pastel while you watch.