Tinkery

forecasts client-financials and identifies advisory opportunities so your firm packages high-value CFO services, focuses on profitable accounts and increases client retention.

streamlines Excel and PowerPoint modelling and proofing so your team reduces spreadsheet errors, delivers polished client dashboards and improves advisory credibility.

converts bank and credit-card statements into categorized, bookkeeping-ready reports so your firm slashes manual reconciliation time, standardises data and frees capacity for advisory.

automates document mailing, e-signatures, and workflow tracking so accounting firms streamline client communications, cut administrative time, and ensure regulatory compliance.