Unified identity & RBAC
Single sign-on, firm-level roles, granular permissions — applied identically across every product surface.
Identity, RBAC, client portal, audit trail, billing — built once, reused by every product. Adopt one product or the whole suite; the platform layer comes free either way.
Single sign-on, firm-level roles, granular permissions — applied identically across every product surface.
A step started in one product can hand off to another with full context preserved. No re-keying, no copy-paste.
Every user action, every AI decision, every approval is logged with who/when/why and exportable.
Clients see one inbox, one document vault, one chat — regardless of which product is doing the work behind it.
One invoice, one payment method, one usage view across every product you subscribe to.
Domain-specialised agents trained on accounting, tax, and audit practice — not retrofitted chatbots.
Every product below shares the platform layer. Pick one, two, or all of them — same identity, same client portal, same audit trail.
AI-native workflow orchestration for financial operations
AI-powered financial reasoning and advisory assistant
Unified financial ecosystem hub and command center
AI-powered accounting workforce that handles bookkeeping
Intelligent document processing and financial data extraction
Process mining that analyzes how work really happens
AI-powered tax computation and compliance automation
AI-powered audit automation and verification system
AI-matched marketplace connecting clients with professionals
Cognitive ERP that learns and adapts to your business