Solutions

Payment automation for firms with client books.

Role-specific pages for bookkeepers, payroll bureaus, tax advisers, and practices that need clean payment evidence.

Payment automation for bookkeepers

How bookkeepers can collect invoices by card or open banking, prove who paid, and reduce reconciliation work.

Payment collection workflows for payroll bureaus handling retainers, payroll services, and recurring client collections.

Collect tax advisory and year-end invoices by open banking or card while preserving payer proof and reconciliation evidence.