For accounting & bookkeeping firms
Automate the admin around your accounting practice.
I connect the tools you already use and automate repetitive client onboarding, document and internal workflows. A fixed price before development starts.
Currently free, then €495 · Reply within 24 hours · You talk to me, not an account manager
Where the work usually leaks
- Exact
- Twinfield
- e-Boekhouden
- Basecone
- Outlook / Gmail
- SharePoint / Drive
- Client portal
- CRM
The problem
The bottleneck is not your accounting software.
Your accountants should be working on client work, not copying information between email, folders, portals, CRM and accounting systems.
The goal is not more software. It is fewer manual steps.
One process, end to end
What happens from the moment a client says yes
Most firms start here, because it is the workflow that happens most often and crosses the most systems.
- Email or call
The client says yes
The signed confirmation or the completed intake form arrives. This is the trigger: everything after it hangs off this.
- CRM
Client record
The record is created from the intake details. Nothing gets typed a second time.
- SharePoint or Drive
Folders and access
The folder structure is created to your own layout, with the right people on it.
- Exact or Twinfield
Relation in the accounts
The relation is created or updated, with the right file number and the right settings.
- Task list
Tasks for the handler
The standard onboarding tasks land with the right person, with a date on them.
- Email and portal
First contact
The welcome email and the portal invitation go out, including the list of what you need from the client.
- You
Your check
Stays humanYou get one notification: the client is ready. This is the step that stays human, on purpose.
One trigger, six systems, one check at the end.
The same applies to
- Incoming documents that get recognised, filed and flagged to whoever handles them.
- Missing-document reminders that repeat themselves until the file is complete.
- A status change that sets the next internal step in motion without anyone remembering.
How it works
Four steps, not a transformation programme
Show me the process
You walk me through one workflow, exactly as it runs today. Messy is fine.
I map it and give you a fixed price
You get a process map, the opportunities in order, and a fixed implementation price.
I build, test and hand it over
Including documentation and handover, so your team can carry it on.
Your team stops doing the repetitive part
That is the whole point. No extra system for anyone to maintain.
Workflow Audit
Show me the process that is wasting your team’s time.
A paid diagnosis. The document is yours, whether or not you have anything built afterwards.
- What you get
- A map of your current process
- The automation opportunities, in order
- The recommended solution
- A fixed implementation price
Tell me briefly which process costs your team the most handwork. I reply within a day. The Workflow Audit is currently free, then €495.
- The audit document stays yours, with or without a follow-up
- The fixed price is in it, and it does not change
- No monthly contract, unless you want one
What a build costs
Three sizes, fixed price up front
Quick Win
€1,750
ForOne bounded workflow
For exampleNew client → record → folder → tasks → welcome email
Core Automation
€3,500
ForA process that runs across systems
For exampleIntake → file → accounting → tasks → first contact
Business Workflow System
On request
ForSeveral connected workflows
For exampleThe firm’s whole onboarding and document system
Care Plan: €50 to €250 per month for monitoring, small fixes and support. Optional, never a condition.
Book your free Workflow AuditThe audit
What I ask about
Four questions. Run them past your team beforehand and the audit goes faster.
- What happens from the moment a new client says yes?
- Which systems does someone have to update manually?
- Which documents or reminders are most often chased?
- Where do things fall through the cracks?