The future of accounting is digital
Transform your firm into a leading digital partner. Save time on data entry and administrative management to focus on strategic advisory.
Your firm's challenges
Prospecting -> Signature
Clear tracking and vision of projects and mandates from lead to signed offer.
Timesheet -> Billing
Optimization of the workflow from timesheet to client billing without hours lost.
Billing -> Accounting
Automated transition from billing to automatic accounting entry.
Supervision & Steering
Easy supervision and steering of the entire firm's activity with real-time KPIs.
Our expert modules
"Digitalize the entire accounting cycle and automate your administrative flows for maximum efficiency."
📁 Project & Mandate Management
Track the progress of your cases per client, assign tasks and communicate in real-time on each project.
📅 Deadline & Tax Management
Automate your requests for deadline extensions with cantonal authorities (ACI, AFC) in one click.
🕒 Time Entry & Timesheet
Simplified entry of hours spent per employee and per mandate for accurate and complete billing.
🤝 360° Client Portal
Exchange documents and key indicators in real-time in a secure space that becomes the heart of the client relationship.
Halve your clients' administrative costs
By automating collection and processing, you free your clients from tedious tasks. Less time spent on admin means more budget for your advisory support.
- ✕Manual entry & errors
- ✕Paper client follow-ups
- ✕Excel-based management
- ✓Accounting Vision AI
- ✓Collaborative Portal
- ✓360° Time/Project Management
An end-to-end unified operational flow
From signing an offer to accounting entries, your data flows seamlessly and fuels a daily command center.
360° Command Center
An automated workflow, from project creation to billing.
Become a fiduciary
3.0 today.
Modernize your practice and offer an excellent digital experience to your clients.