CRM for accounting teams
Multi-level access, structured and unstructured customer data, and classifications that matter.
One platform for your team to manage client profiles, attach labels like risky, virtuous, or attention, and run reports—with optional modules for document auto-fill, AI search, and more.
Built for how you work
Structured and unstructured data in one place. Your team fills in what matters and keeps notes free-form.
Tag clients with labels such as risky, virtuous, or attention on key metrics. Filter and act on segments easily.
Relevant modules
Auto-populate profiles from Chamber of Commerce and other official documents.
Find clients with natural language. Ask in plain text and get relevant results.
Send mail to selected groups of users from the platform.
Trigger data elaboration for balance-sheet-based reports and customer classification.
Integration with local data sources and your existing tools.
Proper governance for AI and data access, with clear controls and auditability.
Single sign-on and straightforward user and data access management.