Finance & Accounting

Run Tax Preparation in Finance & Accounting without losing the last handoff

Build an AI bookkeeping tool for small businesses that reconciles bank and card transactions, flags anomalies, and routes uncertain entries to a human for approval—integrate with QuickBooks and Xero rather than replacing them.

  • • Finance & Accounting teams see that clients ask for tax preparation status because there is no portal
  • • Finance & Accounting teams see that tax preparation client documents arrive as email attachments
  • • Finance & Accounting teams see that tax preparation deadlines live in a shared spreadsheet nobody trusts
accountingbookkeepingpayrolltax preparationfinance 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