Multi-entity organization
Separate and organize records for the different businesses served by an accounting firm.
Industry solutions
Accounting & Bookkeeping Firms
Manage multi-entity bookkeeping, client records, reporting, and operational visibility across an accounting firm’s client portfolio.
Operational focus
Workflows shaped around the real operating model
We configure connected systems around the requirements that make this industry different.
Client reporting
Support repeatable reporting workflows across the firm’s client portfolio.
A platform for service delivery
Use connected software as part of how the firm delivers bookkeeping services to its clients.
How we help
Serve multiple client entities from one workspace
Organize each client entity separately while giving the accounting team repeatable bookkeeping and reporting workflows across its portfolio.
What the solution can cover
- Multiple client entities
- Structured bookkeeping records
- Repeatable reporting workflows
- Consistent client-service workflows
Related solutions
Continue into the relevant capabilities
Have a workflow that standard software does not fit?
Show us how your operation works. We will help determine whether configuration, customization, integration, or a focused application is the right approach.
Talk to BOT Solutions