What the system does for you

Requests center

Every client request lands in one place, with an owner and a target time.

• A pasted email or WhatsApp message and a personal client link open as a request. Automatic intake from an office email address is available once enabled
• The system identifies the client and suggests a request type and an owner. An employee approves
• A target clock for every request, with overdue requests at the top of the morning screen
• Requests that need manager approval don't go out without it

Anomalies

Regular checks on each client's bookkeeping data.

• A duplicate invoice, a jump in expenses, a new vendor with a large amount, a month with no income
• An invoice above the threshold with no allocation number, based on the threshold in effect on the invoice date
• Every anomaly points to the original rows, with an explanation and a suggested fix
• Approving it turns it into a task for the responsible employee. A rejection is recorded

Processes & deadlines

Monthly and annual work, for every client, without a notebook.

• Month-end close, VAT, withholding, payroll, and annual reports as processes with steps
• A deadline calendar by dealer type and reporting frequency, with the official source for every deadline
• A deadline not verified against the source is marked "to verify" and is not shown as fact
• Missing documents for each process, and a reminder to the client

Reports and assistant

A financial picture of every client, and an assistant that answers from the office's data only.

• Profit & loss, trends, year-over-year comparison, and expenses by category
• Excel export, and print or save as PDF from the browser
• A question in Hebrew ("Which clients' expenses rose by 20%?") and an answer with a link to every source
• Every number in the answer is checked against the data before it is shown

Client portal

The client sees only what concerns them.

• A list of the documents they're missing, and upload directly from their phone
• The document is recorded next to the right process at the office
• Reports the office delivered to them, via a personal link
• When the client opens what was delivered, it's recorded

Connections

Data comes in from the software the office already uses.

• Import of a Hashavshevet Unified Format file, and Excel from any software
• Direct read-only connection, depending on what's available (list below)
• Morning: their API connection is available only on Morning's Best plan
• Connection keys are encrypted, and only the office owner connects

And more

Agents

Suggestions: document classification, bank matching against invoices, a request with no owner, a deadline at risk. A person approves every suggestion.

Documents center

An uploaded invoice or receipt is read on our server, and the system suggests which client it belongs to.

The office as a business

Retainers, time tracking, and profitability by client and by service. Only the office owner sees cost and profit.

Team and permissions

Ready-made roles, and permissions by client and by team. The restriction is enforced in the database too.