1. Numeric - Numeric streamlines reconciliations, close workflows and variance reporting so your firm compresses close time, eliminates Excel-glue and increases profitability per client.
2. Inwisely - Inwisely automates invoice follow-ups and receivables workflows so your firm improves cash-flow visibility, reduces DSO and devotes less time to chasing unpaid clients.
3. Laxis - Laxis transcribes and summarizes meetings so accounting teams track client conversations accurately, reduce follow-up time, and improve communication clarity across the firm.
4. LedgerBox - LedgerBox automates conversion of financial PDFs into structured accounting data so your firm cuts data-entry hours, avoids version-control chaos and improves throughput.
5. Jupid - Jupid automates LLC formation, bookkeeping and tax-filing workflows so your firm adds compliant services, reduces admin overhead and scales advisory revenue without hiring extra staff.
6. Jenesys - Jenesys deploys an AI accounting co-pilot that automates transaction coding and reconciliations so your firm reduces partner review time, mitigates errors and boosts client profitability.