Documents through every channel
Email, messengers, paper. The first half of the day goes into searching.
ERP · Accounting
ERP for accounting firms: documents, deadlines and fees under control.
Documents arrive by email, Viber and on paper, and deadlines sit in each accountant's own calendar. We bring it together so nothing slips and you know what each client really costs.
What hurts
Familiar problems a custom ERP solves.
Deadlines in other people's calendars
A return that is not in the shared view is easy to miss.
No idea how much time a client takes
The fee is fixed while the work is not.
Fees get forgotten
Subscriptions are not invoiced on time and receivables pile up.
What the system looks like
Six modules connected in one flow.
Clients
File, contract, fee and responsible accountant.
Documents
One inbox with a reminder for what is missing.
Deadlines
A shared calendar of returns and payments with early reminders.
Tasks
Recurring periodic tasks per client.
Hours
Real time per client against the agreed fee.
Fees
Subscription invoices issued and tracked automatically.
The path of work
The same information from start to finish.
Data is entered once and moves forward. Nobody retypes it.
- 1Document
- 2Processing
- 3Review
- 4Filing
- 5Fee
In practice
What it looks like inside.
We build on ready-made solutions such as Notion, Asana and monday.com. We do not write software from scratch; we organise and connect what already works well. The data on the screens is illustrative.
Notion · Asana · monday.com
Clients
Accountant, fee and next deadline.
| Client | Accountant | Fee | Next deadline | Status |
|---|---|---|---|---|
| Atlas Ltd | Maria I. | €180 | 14 Oct | Documents missing |
| Nova Foods | Iva D. | €320 | 14 Oct | In progress |
| Danube JSC | Maria I. | €450 | 25 Oct | Done |
| Build Ltd | Georgi N. | €240 | 14 Oct | In progress |
How we work
ERP does not have to mean heavy and expensive.
We use ready-made solutions such as Notion, Asana and monday.com and set them up around the way your company already works.
We map it
First we describe how work runs today: who does what, where people wait and where data is retyped.
We choose the base
We set up a ready-made solution you already use or one that fits your team, and connect it to your other programs.
We launch in stages
We start with one process, show a working result and add the rest once the team is used to it.
Questions
Frequently asked questions.
Is this accounting software?
No. We do not replace your accounting software; we organise the work around it: clients, deadlines, documents and fees.
What happens with sensitive documents?
Access is by role, and files stay in a storage of your choice. We settle details case by case.
How many clients do we need?
The benefit shows from about 20–30 clients, when deadlines no longer fit in one head.
Related
Related pages.
Let’s look at how your company runs today.
A short conversation about what can be straightened out, connected and automated. The first conversation is free.