1. Kick - Kick automates your bookkeeping workflows so your firm standardises data, reduces manual reconciliation and unlocks more capacity for high-margin advisory services.
2. Melio - Melio streamlines bill payments and invoicing, reducing manual transaction tracking and improving cash flow visibility for small accounting firms and their clients.
3. Nominal - Nominal automates reconciliations, consolidation and close workflows so your firm avoids Excel bottlenecks, improves margins and scales advisory on multi-entity clients.
4. ClickUp - ClickUp manages team tasks, deadlines, and client projects so accounting firms improve workflow visibility, reduce bottlenecks, and reclaim hours for advisory work.
5. SenseTask - SenseTask automates data capture from client documents like invoices and receipts so your firm eliminates manual entry, improves accuracy and focuses on profitability-driving advisory work.
6. Superhuman - Superhuman accelerates your inbox triage and follow-up so your firm reduces response delays, cuts client churn and frees time for advisory work.