1. 📊 xero Xero automates bookkeeping and reconciliations, eliminating manual data entry and version-control errors, so small accounting firms save time and maintain accurate client records.
2. 📈 Laurel Laurel forecasts client-financials and identifies advisory opportunities so your firm packages high-value CFO services, focuses on profitable accounts and increases client retention.
3. 📈 Fefi Fefi automates internal client-finance conversations and real-time data tracking so your firm responds faster, standardises data and frees time for profitable advisory.
4. ⚡ Bellaire Bellaire automates finance-team workflows and integrates with ERPs so your firm cuts manual close-tasks, ensures audit-ready controls and frees time for advisory.
5. ⚡ Sunsama Sunsama organizes daily tasks and client priorities, helping small accounting firms manage workloads efficiently, prevent burnout, and preserve time for high-value advisory activities.
6. 🤝 Table AI Table AI automates your client-and-prospect relationship tracking and reminders so your firm engages more consistently, builds a predictable pipeline and frees your team from admin burdens.