Platform features

Everything a modern AI-powered practice needs.

Reports, AI agents, ERP bridges, a branded client app — and the workflow plumbing that holds it all together.

AI Report Chat

Ask. Get a board-ready report.

Natural-language report generation. Ask 'Show me Q2 cash-flow and explain the margin drop' — get charts, narrative, and recommendations in seconds.

  • Multi-turn context
  • Cited line items
  • Approve before publish
  • Token-metered
"Show me Q2 cash-flow and explain the margin drop."
Q2 summary:
Revenue +12% YoY · GM -180bps · DSO +17d. Top driver: COGS spike in May.
Revenue
AED 295k
Margin
44%
DSO
62d
And more

Built for how accountants actually work.

Workflows

Engagement templates, milestones, approvals — productized advisory.

Client messaging

Ticketed conversations with your client, in-app.

Practice analytics

Revenue per client, AI margin, time saved.

Token wallet

Buy packs, set auto-refill, monitor burn per client.

Insights feed

AI flags anomalies, deadlines, cash dips automatically.

Compliance

VAT, e-invoicing, trade-license tracking with alerts.