Finance & Accounting

Run Accounts Receivable in Finance & Accounting without losing the last handoff

Build an accounts-receivable automation tool for small accounting firms that connects to QuickBooks and Xero, sends configurable invoice reminders, and reconciles payments automatically; prioritize firms managing 10–50 client books that cannot justify enterprise AR platforms.

  • • Finance & Accounting teams see that accounts receivable quotes stall while someone hunts the latest rate card
  • • Finance & Accounting teams see that accounts receivable workpapers and the filed return sit in different drives
  • • Finance & Accounting teams see that clients ask for accounts receivable status because there is no portal
accountingbookkeepingpayrolltax preparationaccounts receivablefinance accounting

Vertical package

Ready to buy

€349/mo

Monthly industry pack: CRM setup, automations, and AI support for this niche — scoped deliverable, not a custom rebuild of the whole practice.

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Recommended deliverables

  • Technical auditA written view of stack risk before you add more tools.€890Buy
  • Vertical solution€349Buy
  • Full onboarding€1,590Buy
  • Priority support€299Buy

How we deliver

  1. 1. CRM

    create-contact

  2. 2. Billing setup

    invoice

  3. 3. Compliance record

    record

  4. 4. Notify payment

    send