Client Onboarding Assistant
Guides clients through document collection, entity setup, and engagement scoping.
Loading…
For 5–50 staff firms
Capture client docs, route engagement work, run period-end review checklists, and surface bookkeeping exceptions — without doubling headcount.
Not the vertical you run? Browse positioning by team type or other industries.
Pre-configured for this industry — extend or customize once you're in.
Guides clients through document collection, entity setup, and engagement scoping.
Sorts incoming statements, receipts, and contracts into the right matter/period.
Surfaces unusual entries, missing schedules, and prior-period mismatches.
End-to-end orchestration with approval queues and full audit trail.
Inquiry → KYC → conflict/independence check → engagement letter.
Adjusting entries → review checklist → partner sign-off → client delivery.
Flag → reviewer assignment → resolution or escalation.
Operational summaries from agreed definitions — delivered, not assembled.
Per-engagement realization and write-down detail.
Live status of close progress across all client engagements.
Open bookkeeping exceptions by client, age, and severity.
Works with the tools you already run.
Start free — the assistants, workflows, and reports above are fully configurable for your firm, and you can upgrade as you grow.