Managing work, reports and budgets

What it does

Three things that are not about documents but about the work around them. Tasks: a list with priorities, plus recurring tasks, which in an accounting firm are usually set as the monthly closing rhythm. Reports: what has been done, by whom and how much of it there was. Budget: the plan set against the real costs that already sit in the system, so nothing has to be retyped anywhere.

What is in which plan

The table comes straight from the vendor's price list, the same one our calculator uses. As of August 2026.

In the plans for accounting firms

In the plans for companies

Worth knowing up front

This part usually goes live second, a few months after the documents. Any earlier and there isn't enough data for it to work on. The team has usually had its fill of new things by then, too. When somebody proposes rolling everything out at once in the first month, in our experience it ends with neither part working.

What we set up

Recurring tasks to match your closing calendar, permissions for reports, the structure of the budget and the dimensions it is counted by. If you need a summary the system doesn't have, we write it as a bot that sends the report at an agreed hour.