Technology for accounting and advisory firms that want to deliver better services
AI Docs to query client files and deeds, ERPCloud for office management, native Verifactu and financial risk analysis to detect non-payments before they happen.
Your sector's challenges
Accounting and advisory firms have been providing essential services to businesses and self-employed professionals for decades, but their tools have not evolved at the same pace.
No AI tools to serve clients better
Consultants spending hours searching for information in client documents that AI could resolve in seconds.
Billing and own tax compliance
The firm itself also needs to comply with Verifactu, SII and electronic invoicing in its own service billing.
Time tracking and workload per client
No data on hours spent per file or client to calculate the real profitability of each service.
Risk of fee non-payment
Clients accumulating service debt without early alerts or risk analysis.
TBE Solutions for this sector
The TBE ecosystem components designed so your firm works with greater intelligence, less manual time and impeccable tax compliance.
Talk to your clients' files
Query deeds, contracts and client tax returns in natural language instantly. Coming soon.
View solutionERP for accounting firms with Verifactu
Client record with all active services, recurring monthly fee billing, Factura-e issuance to public administrations and native Verifactu from day one.
View solutionTime tracking and productivity
Actual hours allocation per client and service type (tax, labour, accounting), legal team clock-in and profitability analysis per file.
View solutionDetect late payers before they appear
Use AI to analyse pending fee collections and detect risk signals.
View solutionNative Verifactu
Electronic invoicing and full compliance with the Anti-Fraud Law for your own firm.
View solutionIntegration with tax software
We connect ERPCloud with A3, Sage, Contaplus or any accounting and tax software you already use, eliminating double data entry.
View solutionThe TBE process for accounting and advisory firms
Four steps so your firm has the tools its clients expect and the efficiency its team needs.
Firm diagnosis
We analyse how you manage clients, files, billing and hours to identify the priority bottlenecks.
ERP and tax compliance
We implement ERPCloud with native Verifactu and connect it with the tax software you already use to eliminate double entries.
Time tracking and collection risk
We activate per-file time tracking and the AI risk engine on the pending fee collection portfolio.
AI on documents
We incorporate AI Docs so your team can query deeds, contracts and client tax returns in natural language.