Representative builds for accounting firms — a practice dashboard, statement & invoice extraction into Xero, Sage, or Pastel, and a client portal that ends the document chase.
A live, colour-coded dashboard pulling every client's VAT201, EMP201, provisional tax, and CIPC deadline into one view — so a practice owner can see what's due, what's filed, and what's overdue at a glance.
Invoices, receipts, and bank statements read by AI and pushed straight into Xero, Sage, or Pastel — your team stops re-keying line by line and reviews only the exceptions a rule flags.
A secure, branded portal where clients upload their bank statements and paperwork once — with automated reminders doing the chasing — instead of a back-and-forth of emails and shared drives.
These are representative prototypes that show how each build works — not named client engagements. Figures are illustrative. We'll replace them with a real, named case study once a foundation client is live.