Every client. One command center.
Every client’s books, fully isolated. Your firm’s view, fully unified. Kate carries the busywork; your staff carry the judgment.
One platform. Every client. Real leverage.
The firm command center
Close status, exceptions, and workload across the whole roster on one board — who’s blocked, what’s waiting, which client needs a call. No status meetings to find out where March stands.
- Whole-roster close visibility
- Exception queues across clients
- Workload by staff member
Isolation you can put in writing
Each client’s books are isolated at the database — row-level security makes a cross-client query structurally impossible, not just against policy. Staff access is scoped per client, per capability.
- Database-enforced tenant isolation
- Per-client, per-capability staff access
- Immutable audit trail on every action
Kate, times your whole roster
Categorization, reconciliations, accruals, and close tasks drafted across every client’s books — the leverage of another staff accountant on every engagement, with your people reviewing and approving.
- Drafts across every client ledger
- Your staff approve — nothing posts alone
- Voice or chat, scoped to the client at hand
The full platform, per client
Every client gets the depth their business needs — multi-entity, rev-rec, inventory, planning — without you re-buying a bill-pay tool, a close tool, and a planning tool for each engagement.
- All modules available on every client
- Turn on only what each client needs
- Client portal & document requests included
The margin math
Two economics compound in your favor. Your clients consolidate their tool stacks onto one platform and save real money — a win you get credit for delivering. And your engagement margin grows, because the technology cost underneath your service drops to one wholesale back end instead of a re-bought stack per client, with never a fee for your staff seats.
- Clients save by retiring their tool sprawl — your recommendation, their win
- Lower back-end tech cost per engagement → more margin on your services
- Per-client modular metering · no per-staff-seat fees · practice rates as you grow
Better books for them. Better margins for you.
Clients get current books, one platform, and cheaper payments — savings your firm delivers. You get engagements that stop hemorrhaging hours, on a back end cheap enough that the margin stays in your service.
- Win engagements with a platform story the local competition can’t match.
- Standardize your stack — one system to train on, not a different mess per client.
- Grow advisory — the hours Kate absorbs come back as higher-value work.
Bring three clients. See the whole model.
We’ll walk the command center on engagements shaped like yours — onboarding, the close board, and what Kate takes off your staff’s plate.
Let’s begin