Leads pipeline
Capture, qualify, and nurture prospects until they are ready for pricing.
Workflow · 4 stepsF
Launch workflow
Pricing Engagements
Scope, price, and send proposals — including scope changes and updated proposals for existing clients.
Workflow · 5 stepsF
Launch workflow
New client onboarding
Stand up a new engagement: full scope capture, AI-assisted pricing, and save as client or prospect.
Workflow · 6 stepsF
Launch workflow
Diagnostic review
Assess a prospect's books, document findings, and price the remediation roadmap.
Workflow · 3 stepsF
Launch workflow
Import existing client
Migrate a signed client from legacy contracts and spreadsheets with AI-assisted scope extraction.
Workflow · 3 stepsF
Launch workflow
Cloud accounting setup
QBO or Xero setup, chart of accounts, integrations, and opening balances.
Workflow · 4 stepsF
Coming soon
Ecommerce integration
Amazon, Shopify, A2X mapping, multi-currency, and settlement workflows.
Workflow · 3 stepsF
Coming soon
CPA health check
Periodic recon, compliance, and reporting health across the client book.
Workflow · 2 stepsF
Coming soon