#1 Software for
Financial Services
Streamline your accounting practice by overseeing all operations from client acquisition to project management, document handling, and billing within one unified system.
Seamless Client Journey from Prospect to Payment
Gather all potential clients in a single, intuitive pipeline, automatically capturing leads from emails, phone inquiries, or web forms. Set up reminders and follow-ups in seconds.
Effortlessly convert opportunities into confirmed engagements by creating and sending professional, customized proposals enriched with images, references, and detailed descriptions.
Invoice according to your preferred method—whether time and materials, fixed prices, or project milestones.