Professional Services
Accounting & Bookkeeping Suite
Close the books on time, never chase a receipt twice, and turn compliance into a springboard for advisory fees.
A full operating system for a bookkeeping or accounting practice. It covers the entire client lifecycle: from onboarding and document collection, through transaction processing and month-end close, to compliance filings and advisory reporting. Document-chasing and deadline management are where practices haemorrhage time and margin; this suite makes both automatic, then layers on anomaly detection, advisory insight generation, and a proposal engine so the team can spend time on high-value work instead of inbox triage.
Bookkeeping firms, cloud-accounting practices, and small-to-mid-sized accountancy firms serving a portfolio of SME clients who want reliable monthly bookkeeping, compliance filings, and a path to retained advisory work.
Illustrative failure hypotheses
Questions for the audit to verify
Hours lost each month manually chasing clients for receipts, bank statements, and invoices
Month-end close delayed by disorganised transactions, unapproved expenses, and missing data
Filing deadlines missed or scrambled because they live in a spreadsheet no one watches
Advisory opportunities invisible because the team is buried in compliance work
Proposals written from scratch every time, slowing new client conversion
Client reports done manually in Excel: slow, error-prone, and impersonal
Multi-entity client groups consolidated by hand in spreadsheets, because mainstream ledgers assume a single owner-operator and break past one or two entities or multiple managers
Proposed starting point
A pilot hypothesis to review
Designed role · approval required
Document Chaser
Automatically identifies missing receipts, bank statements, and invoices and chases clients until the gap is closed.
Receipt and bank-statement chasing is every practice's single loudest complaint. An automated chaser that eliminates manual follow-up and closes the document gap in week one is the fastest, most visible proof of value.
Designed playbook
Proposed work streams and roles
These are configuration ideas to test during an audit. They are not autonomous workers or evidence of a live deployment.
Forma Core
Runs under every suite. The shared operating spine: front desk, follow-up, reputation, owner reporting, cash, and content.
Designed role descriptions ↓Close ↑
Front Desk
Captures and triages every inbound (email, web form, missed call, DM), then replies, classifies, and routes it to the right place.
Follow-Up Engine
Runs persistent, polite multi-touch follow-up on every quote, no-show, and stalled enquiry until it converts or is cleanly closed.
Reputation Engine
Asks happy customers for reviews at the right moment, drafts replies to every review, and routes negative feedback to a human first.
Owner's Digest
Compiles the weekly (and on-demand) operating picture into a plain-English brief: what happened, what's at risk, what needs a decision.
Money Flow
Issues and chases invoices, tracks AR aging, and reconciles payments so nothing slips and cash comes in faster.
Content Engine
Turns the brand kit into a steady cadence of social, email, and blog content, ready for one-click approval.
Client Documents & Bookkeeping
Ensure every client's books are fed on time with complete, categorised transaction data.
Designed role descriptions ↓Close ↑
Document Chaser
Automatically identifies missing receipts, bank statements, and invoices and chases clients until the gap is closed.
Transaction Categorisation Copilot
Reviews, categorises, and flags transactions for review, learning each client's chart of accounts and spending patterns.
Anomaly & Outlier Flagger
Detects unusual transactions, duplicate payments, and spending outliers and surfaces them to the accountant before the books close.
Close & Compliance
Orchestrate month-end and year-end close and keep every filing deadline in sight.
Designed role descriptions ↓Close ↑
Month-End Close Orchestrator
Drives the month-end close checklist for every client (tasks, owners, and status) so nothing slips through the cracks.
Deadline & Compliance Calendar
Maintains a live compliance calendar for every client and alerts the team well ahead of each filing or payment deadline.
Year-End Prep
Launches a structured year-end preparation workflow three months before each client's financial year-end to prevent the usual last-minute scramble.
Advisory & Reporting
Surface actionable insight from closed books and turn it into retained advisory fees.
Designed role descriptions ↓Close ↑
Advisory Insight Generator
Reads the closed books each month and surfaces three to five actionable advisory talking points the accountant can take into the client conversation.
Client Reporting Engine
Produces a branded, personalised management report for each client once the month-end close is confirmed.
Multi-Entity Consolidator
Keeps group clients with two or more entities reconciled and consolidated: intercompany balances agreed, one group picture, and scoped views for each entity's managers.
Practice Growth & Onboarding
Win and onboard new clients faster with automated proposals and a structured induction flow.
Designed role descriptions ↓Close ↑
Proposal & Onboarding Builder
Generates a scoped, priced proposal from a prospect brief and then runs the structured onboarding workflow once the engagement is signed.
Measurement design
Candidate measures to baseline
These labels do not claim a result. The audit must define the source, window, method, baseline, and owner before a metric can support a pilot decision.
Average days-to-close
How quickly the practice completes each client's month-end, the core operational health metric.
Document receipt rate on time
% of clients who deliver complete source documents before the close deadline, eliminating the scramble.
Late or missed filings
Number of statutory filings submitted after the deadline per quarter. The target is zero.
Advisory revenue per client per year
Additional fees generated above the compliance retainer, unlocked by insight-driven advisory conversations.
Proposal win rate
% of proposals sent that convert to signed engagements, improved by faster, better-scoped proposals.
Chargeable utilisation rate
Team hours on billable work vs. total hours, lifted by eliminating manual chasing and reconciliation.
Connector boundary
Availability is scoped per controlled pilot
Connector names in the internal playbook are planning inputs, not a public integration promise. Current code-live readers are bounded and require account-specific verification before use.
See the commerce pilot boundaries →Audit first
Validate the playbook against your operation.
Pricing, scope, data access, review boundaries, and success measures are agreed in writing before any paid work.
More in Professional Services
Browse all suites →Financial Advisory Suite
Fill your pipeline, prep every meeting in minutes, and never miss an annual review again.
View suiteGovCon & Tenders Suite
A designed GovCon & Tenders Suite operating playbook for audit scoping. It is not a claim of a live deployment or measured result.
View suiteInsurance Agency Suite
Respond to every lead in seconds, retain every renewal, and round every account, without adding headcount.
View suite