1. Ledger IQ - Ledger IQ automates transaction categorisation and reporting so your firm cuts data-entry hours, eliminates spreadsheet chaos and increases throughput across clients.
2. Datarails - Datarails automates your consolidation, budgeting and forecasting workflows so your firm standardises data, eliminates version-conflict and enables faster advisory discussions.
3. Tyms - Tyms synchronises bank statements, creates financial statements and flags anomalies so your firm improves data accuracy, meets deadlines confidently and frees capacity for advisory.
4. Puzzle - Puzzle visualises your firm’s processes and tech-stack workflows so you standardise operations, reduce tool-sprawl and reclaim hours currently lost to manual coordination.
5. Renamer AI - Renamer AI autodetects and renames client documents and receipts so your firm removes file-chaos, improves searchability and reduces time wasted by juniors on labeling.
6. Durable - Durable builds or updates your firm’s online presence and client intake system so you capture more advisory leads, reduce setup overhead and expand your pipeline.