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Expertise

Digitalisation for accounting firms

A connected way forward for your firm.

Let’s discuss your project

In practice.

Accounting office desk with a scanner, documents and two monitors showing digitized files with unreadable content.
Digitizing and organizing the firm’s documents.
Hands of an accountant and a client discussing a blurred document on a tablet.
Discussing digital documents with clients.

Illustrative images generated by AI.

Who is it for?

For accounting firms that want to develop their processes and tools around staff workflows and their relationships with the businesses they support.

What we do

  • Map how documents and information move through the firm.
  • Identify repeated data entry, handover gaps and missing checks.
  • Define how existing or new tools should be used.
  • Connect document collection, processing and reporting.
  • Prepare procedures and train staff to use them.

How the project works

  1. Review the current process

    Follow a file through the firm and gather staff feedback on difficulties.

  2. Design the target workflow

    Define responsibilities, exchanges and the checks that must be retained.

  3. Implement the tools

    Configure the agreed workflows and develop the necessary connections.

  4. Support the change

    Test procedures with the team, train users and resolve points of friction.

Related expertise

Your needs may span several areas of expertise. One point of contact connects your workflows, tools and the people using them.

01

Programming & automation

Develop applications and automate repetitive tasks for accounting firms, businesses and digital product teams.

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02

Access & workplace security

Secure connections, devices and document sharing, and help teams adopt sound security practices in their everyday work.

Learn more
05

Data analysis & reporting

Connect and prepare your data, build Power BI dashboards and train your team to use reporting suited to their activity.

Learn more
07

Training

Train staff and auditors in TEIF and El Fatoora e-invoicing, accounting without re-keying, safe AI practices and audit data analytics, with a test before and after.

Learn more

What are you building next?

One specific need, or several things to connect? Tell us about your project to start the conversation.

Let’s discuss your project