Automation
Unpaid invoice reminders
Your overdue invoices chased with the right tone: courteous, then firm, never aggressive.
€9 per monthMonday to Friday at 9 am
Agents ready to work for you.
323 templates built for small businesses, freelancers and individuals, sorted by industry and role. Pick one, answer one or two questions, and the architect takes care of the rest.
Your industry:
20 templates in accounting and finance
- Automation
Quotes written in an instant
A customer request becomes a clean PDF quote, priced with your rate card.
€19 per monthFor each quote request
- Automation
Monthly file for your accountant
On the 5th of the month, every document gathered and sent to your accountant.
€3 per monthOn the 5th of each month at 9 am
- Automation
Cash flow update
Every Monday, your cash position, expected receipts and upcoming expenses.
€5 per monthEvery Monday at 8 am
- Automation
Client document collection
Every month, every client of the firm reminded with the exact list of what's missing.
€4 per monthOn the 3rd, 10th and 17th of every month
- Automation
Household budget
Every month, where your money went, by category, compared with your budget.
€3 per monthOn the 3rd of each month at 10 am
- Automation
Complete KYC files
IDs, proof documents and source of funds requested, checked and filed per client.
€9 per monthWeekdays at 9 am
- Automation
Client tax calendar
VAT, corporate tax installments, CFE, annual returns: every deadline for every client announced in time.
€3 per monthEvery Monday at 8 am
- Automation
Invoice as soon as the quote is signed
An accepted quote becomes a deposit invoice sent the same day, with no re-keying.
€4 per monthWhenever a quote is accepted
- Automation
Market watch
Every morning before the open: indices, rates, currencies and the news that matters to your clients.
€19 per monthWeekdays at 7:15 am
- Automation
Loan application documents
Payslips, tax notices, statements: every loan file's documents chased until complete.
€9 per monthWeekdays at 9 am
- Automation
Portfolio summary
Every quarter, a clear summary per client: performance, allocation, points to discuss.
€3 per monthOn the 5th of the first month of each quarter
- Automation
Supplier invoices to pay
Every Monday, the invoices due this week, sorted by due date and amount.
€3 per monthEvery Monday at 8 am
- Automation
Accounting anomaly review
Suspense accounts, duplicates, inconsistent VAT: general ledger anomalies spotted before the review.
€19 per monthFor every file to review
- Automation
Recurring invoices
Your monthly invoices generated and sent on the 1st, without fail.
€3 per monthOn the 1st of each month at 8 am
- Automation
Subscriptions and licenses, tracked
All your software subscriptions listed, with duplicates and renewals flagged.
€3 per monthEvery Monday at 9 am
- Automation
Annual wealth review
A month before each anniversary date, the client's review file ready and a meeting suggested.
€3 per monthEvery Monday at 9 am
- Automation
VAT return preparation
Before each deadline, output and input VAT calculated and backed up.
€3 per monthOn the 12th of each month at 9 am
- Automation
Firm newsletter
Every month, the tax and payroll news your clients need, written simply under your name.
€3 per monthOn the 25th of every month at 9 am
- Automation
Payment reconciliation
Every week, Stripe payments matched to your invoices, with discrepancies flagged.
€3 per monthEvery Friday at 4 pm
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