Technology with automation, client collaboration, and powerful reporting and insight tools built-in.

Automate data entry
No more manual coding based on a pile of invoices, receipts, timesheets, and bank statements.
Get rid of admin and low value tasks
No more chasing clients for information. No more sorting through reams of paper. No more reliance on spreadsheets.
Collaborate and provide deeper insights
Work with your clients to get accurate data into the system faster. Use up-to-date information to provide more valuable, forward-looking advice.