Accounting that scales to a large client base
Client record with tax calendar, AI document extraction, work-in-progress with deadlines, flat-fee invoicing, and accountant training.
Common pain points in this segment
- Client documents arrive in emails and envelopes
- Tax deadlines for 50 clients tracked from memory
- Flat-fee invoices written by hand every month
- Accountant turnover means lost know-how
Recommended module mix for your segment
These are the modules we recommend for this segment. We'll fine-tune them for your specific business during implementation.
How it works in practice
AI document extraction
The client emails 30 PDF invoices — Modulario turns them into accounting records.
Tax deadline
1 April for tax returns — the system shows which clients are ready to file.
Typical integrations for this segment
- Pohoda
- Money S3
- Olympic
- Slovak tax authority / Mojadan
- Microsoft 365
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