Built on the Salesforce App Cloud. Trusted, reliable and used by some of the most recognisable companies and institutions on the planet.
An intuitive user experience tailored for accountants using the latest design techniques allows your team to use it with little or no training.
Using the power of a cloud based platform we can integrate with systems you already use like Xero or Digita. Making it possible for data to seamlessly flow between systems.
Tasks can be templated and scheduled so they appear automatically against your clients. With an in built planning tool your todo list is always at your finger tips.
Automate your day to day tasks with in built tools like field updates, document generation, invoice creation, email and SMS alerts.
Affordably priced per user per month. One simple price. Billed monthly or annually.