1. 📊 Docyt Docyt consolidates multi-client or multi-entity data streams and automates routine workflows so your firm gains consistent data, enables advisory services and scales profitably.
2. 📈 DataSnipper DataSnipper automates audit documentation by matching Excel and source data, saving accountants hours and reducing errors while enhancing compliance and review efficiency.
3. 📈 PrometAI PrometAI generates robust business plans and financial projections so your firm supports client growth, packages advisory offerings and wins high-value engagements faster.
4. ⚡ MeetGeek MeetGeek records, transcribes, and summarizes meetings, allowing accountants to track client discussions and action items accurately, improving client communication and follow-up efficiency.
5. ⚡ QuillBot QuillBot refines your firm’s client-communications and internal drafts so your team writes clear, compliant deliverables faster, reduces revision loops and reinforces professional brand standards.
6. 🤝 Endgame Endgame consolidates client-data and interaction history into one source so your firm tracks engagement consistently, speeds proposal delivery and strengthens client relationships.
