Built for accounting firms

Filing season,no more all-nighters

Clients send receipts with a photo, AI books them and matches the bank, the tax is worked out and confirmed before each filing, and no official notice slips by.

Workload across the year
Hours per week (example: 3-person firm, 40 h each)
11 weeks
Overtime weeks a year (by hand: 11)
−0%
Fewer hours across the year
Manual With AI Normal hours Overtime

Assumes AI takes over collecting, entering and reconciling receipts (about 30% of routine hours), so deadline work is spread across the quarter.

Works with the tools you already use

WhatsAppGmailOutlookExcelVerifactuGoogle Drive

From collecting receipts to filing, the whole quarter handled

The busiest days are always the 1st to the 20th. Try every scene below.

01Mid-quarterCollect and book

Document chasing

See at a glance what each client still owes this quarter. Reminders go out by app and WhatsApp before the deadline, and clients reply with a photo.

  • What's missing, per client
  • Staggered reminders before the deadline
  • Photo in, filed automatically
Q4 documents · 9 days to the Jan 20 deadline
0 of 12 clients complete
Remind all

Tap any client to see what's missing

FERRETERÍA COSTA SL
C/ Mayor 12 · Valencia
NIFB12345674
Fecha14/11/2026
Tornillería inox ×438,00
Silicona 300 ml ×627,00
Llave ajustable ×155,00
Base imponible120,00
IVA 21%25,20
TOTAL145,20 €
Factura simplificada F-2026-0981
Supplier tax ID
B-12345674
Invoice date
14/11/2026
Net amount
€120.00
VAT 21%
€25.20
Total
€145.20

Tax ID check digit valid

120.00 × 21% = 25.20, VAT matches

Same amount already booked on Nov 14 — possible duplicate

Reading…

Receipt reading & booking

Tax ID, date, amounts and rate are read and boxed on the receipt itself. Tax ID, VAT maths and duplicates are checked in the same pass.

  • Every field linked to its spot on the receipt
  • Tax ID and VAT checked
  • Duplicates stopped
02Before filingReconcile, estimate, confirm

Bank reconciliation

Bank lines and documents are matched one by one; the few that don't match are listed and the client is asked on WhatsApp.

  • Matched by amount, date and counterparty
  • Client asked about the rest
  • Export the result any time
Bar Sol · November bank reconciliation0 of 5 matched
Card sales+€1,240.50
Endesa−€86.42
Transfer from Olivo SL+€9,600.00
Ferretería Costa−€145.20
Bizum · Pablo−€60.00
Invoice F-118 · Olivo SL
Electricity bill · Endesa
Receipt F-0981 · Costa
November card settlements

Pre-filing estimate

Know what's due before filing. When the client sends one more receipt, it recalculates instantly — then the client confirms.

  • Output and input VAT side by side
  • Late receipts recalculated instantly
  • Direct debit confirmed 5 days before the deadline
Pablo Ruiz · self-employed mechanic · Q4 VAT (Form 303)€2,158.80Estimated to pay
Output VAT · sales €18,400.00 × 21%€3,864.00
Input VAT · deductible€1,705.20
Tick a box to recalculate instantly
03All yearNotices, client questions, new rules

Official notices

Every client's notices from the Tax Agency, Social Security and city council in one place, sorted by the 10-day clock, summarised and assigned to the right accountant.

  • 10-calendar-day countdown
  • Most urgent first
  • Summarised and assigned
TodayNov 17
Unopened for 10 calendar days = deemed served
–Olivo SL · 2025 corporate tax refund decisionTax Agency · available since 11-169 days left
–Taller Ruiz · Request to explain Q3 VAT returnTax Agency · available since 11-103 days left
–Café Luna · Waste collection fee noticeCity council · available since 11-1710 days left
–Bar Sol · Contribution base change confirmedSocial Security · available since 11-147 days left

Client Q&A assistant

“How much do I owe?” “Have I sent everything?” — answered on WhatsApp; anything else goes to an accountant.

  • Answers from the client's own data
  • Follows your firm's rules
  • Hands off when unsure
AOCosta Accountantsonline

Compliance check

Verifactu and e-invoicing are becoming mandatory. Scan every client at once, see who needs new invoicing software and notify them in one click.

  • All clients in one scan
  • Prioritised by deadline
  • Bulk upgrade reminders
0
Ready
0
Need new invoicing software
0
No action

Verifactu: companies from Jan 1, 2027; self-employed from Jul 1, 2027

From solo accountants to mid-size firms

We build it around your firm and the way you already work.

Solo accountants

Serving dozens of clients alone, you need help chasing documents and deadlines.

Small firms

2 to 20 people: documents, reconciliation, filings and client messages together.

Payroll & Social Security

Social Security notices and contribution changes, flagged per client.

International clients

Reminders and answers in each client's language — Chinese, English or Spanish.

Filing season without the late nights

Illustrative scenarios

Bookkeeping firm · Barcelona

We used to spend the last week of every quarter chasing receipts. Now reminders go out on their own and most clients are done by the 15th.

Solo accountant · Valencia

Receipts come in read and matched to the bank. I only look at the ones in red.

Tax advisory firm · Madrid

We used to log in one by one for 40-plus companies' notices. Now they're sorted by days left and the urgent ones come first.

FAQ

Want your firm to run like this?