Platform

The complete workflow layer for accounting.

One system. Every request. Total accountability.

From request to resolution

Every workflow follows the same proven path.

Ask for what you need

Auto follow-ups until done

Gather what comes in

Route for sign-off

Complete on time

One platform with all the capabilities to manage your accounting workflows.

Track every task, assign owners, and see status at a glance.

Ask for documents, information, or action from anyone.

Automated follow-ups that get responses.

Gather documents from employees, vendors, or clients.

Route decisions and track sign-offs.