Software and automation by industry
Software and automation for accounting and advisory firms
Invoices arriving as photos on WhatsApp, clients sending their paperwork on the last day, and hours spent typing figures into the accounting software. Much of that work can be automated with the software you already use.
Common problems
Documents arriving any old way
Email, WhatsApp, paper, blurry photos… every client sends things their own way, and someone has to sort them out.
Invoices typed by hand
Entering the date, tax ID, net amount and VAT of every invoice is slow and error-prone.
Chasing clients every quarter
Reminding each client what's missing before every deadline is done call by call.
The same questions over and over
"Can you send me the form?", "how much do I pay this quarter?": the same questions take up a good part of the day.
What can be automated
A single document inbox
An email address or portal where clients drop their documents, which are then filed by client, type and period.
Automatic invoice reading
Text recognition and AI extract the data from invoices and receipts and prepare it for import into your accounting software, with a person reviewing the unclear ones.
Automatic deadline reminders
Before each deadline, every client gets a reminder listing what they still need to send, and you see who's up to date.
Client portal
A space where clients can look up documents, filed returns and notices themselves.
Automatic periodic reports
Monthly or quarterly summaries for each client from the data you already have.
You don't need to replace the software you already use. We start from your current tools and connect or automate them. We only suggest something new when what you have can't do the job.
Examples
You get photos of invoices on WhatsApp and type them into the accounting software.
Invoices are read automatically and reach the software ready for review.
Before every quarter you call the clients who haven't sent anything.
Each client gets an automatic reminder of what's missing.
You dig through your inbox for a document a client sent months ago.
Everything is in the portal, filed by client and period.
What changes day to day
- Far fewer hours of manual data entry
- Calmer quarter-ends
- Data gets copied with fewer errors
- Clients find what they need without calling you
To get started
Pilot project
from €250 + VAT
Together we pick one repetitive task in your company and build a first solution to automate it. If you like it, we move on to another.
- Process analysis
- Development
- Go-live
- Initial support
Free tools for your business
- FreeVAT calculatorAdd or remove VAT and calculate withholding.
- FreeInvoice generatorCreate PDF invoices with VAT and withholding.
- FreeEmployee cost calculatorGross salary plus social security: what an employee really costs in Spain.
Related services:Business automationArtificial intelligenceCustom software
Frequently asked questions
Does it work with A3, Sage, Holded or other software?
We work with whatever you use. Many accounting packages can import data from files or have an API; we check yours before proposing anything.
Is automatic invoice reading reliable?
It gets most clear invoices right, though not all of them, and a person reviews the unclear cases.
What about data protection?
Your clients' data is handled to GDPR standards: restricted access, processors under data processing agreements and EU hosting where possible.
Where should we start?
With the task that takes the most hours, which tends to be receiving and entering invoices.
Does any of this happen to you?
Tell us how you work now and we'll tell you what can be automated and whether it's worth it.
Tell us about your case