Your firm juggles a lot of clients, deadlines and invoices. We build the software around how you work: case files, VeriFactu and IGIC invoicing, bank reconciliation, due-date alerts and a portal where your clients upload their paperwork. No more parallel spreadsheets.
The pieces an advisory firm needs, integrated into a single system.
A record for every client, with case files, documents and statuses. Roles by user and department.
Invoice your fees with VeriFactu, Canary IGIC and VAT. Recurring fees and payments.
Automatic reminders for tax filings and due dates so no deadline slips.
Fee payments reconciled automatically; SEPA direct debit batches for your clients.
Your clients upload invoices and documents and check their status, with no stray calls or emails.
Integrates with ContaSol, A3 or Sage. No duplicated work and no switching accounting packages.
Your case types, your deadlines, your templates. The software adapts to your firm.
Your code, your database, your infrastructure. Your clients' confidentiality guaranteed.
Grow your team without your software bill climbing every month.
We map how you operate and agree on scope and a fixed price.
We define case files, invoicing and alerts together with you.
Weekly releases you test against your own live cases.
Migration, training and maintenance at a flat monthly fee.
Tell us how you work today and we'll propose a custom system that simplifies it. A 30-minute call, no strings attached.
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Horizont