Products

Manage your workpapers and reporting with client accounting software Manage assets, prepare reports and access all your workpapers with AI-powered, cloud-based software designed for accountants.

TeamTalent — Talent management software for business. TeamTalent is a HR program from TeamFactor for optimizing employee office and improve remote adaptation process. Reduce the risks of financial losses associated with hiring and staff rotation: - Create job profiles that include not only formal characteristics such as age, education, and work experience, but also competencies and indicators of their minimum level of development required for a given position. - Create competency models. Classi

Audit with technology, not time. AuditMiner improves the quality and efficiency of the EBP audit process with automated Workpapers and SOC Review Toolkits. The AuditMiner Platform is a powerful, yet simple tool to create Workpapers in minutes instead of hours.

Lunar Papers builds tax workpapers for small CPA firms. Upload last year's return and everything the client sent; every document is identified, renamed and filed, the prior year is proven line by line, carryforwards are rolled, and you get one reviewer-ready Excel workbook for Form 1040, 1120-S, 1065 or 1120, with the expected refund or balance due before anyone opens the tax software. When the return is keyed, upload it as a PDF: every line is tied to the workpapers and every difference comes w

Gambling Tax is tax compliance software that automates the collection, matching, and reconciliation of W-2Gs, 1099s, sportsbook and casino statements, IRS transcripts, and bank records into audit-ready workpapers. The system identifies duplicates, gaps, missing months, and audit risks before preparers review files. Clients sign Form 8821 to release IRS transcripts, which are processed alongside matched statements, enabling preparers to finalize one complete workpaper. The software applies consis

A software solution that has been transforming agencies for over 40 years, right across the globe to be more productive, more efficient and more profitable. Paprika’s the ultimate all-in-one agency management software, built from the ground up for creative types. Think PR, digital marketing, advertising, and design agencies. Forget juggling a dozen tools, we pack everything you need into one slick platform. From tracking time to nailing budgets, sorting invoices, and dishing out real-time ins

Kwizmo offers a wide range of powerful features designed to enhance various aspects of education, business, and administrative processes. Here is a detailed and accurate description of what Kwizmo can do: Automated Grading and Feedback - Essay and Assignment Evaluation : Kwizmo can automatically grade essays and assignments, providing consistent and unbiased evaluations. This saves teachers significant time and allows them to focus on more interactive aspects of teaching. - Instant Feedback :

At SwiftSafe, we believe the most powerful security system in the world isn’t only made of firewalls, encryption, and advanced AI—it’s made of people. Technology can stop malware, phishing emails, and ransomware attacks to an extent, but it takes only one click on a malicious link or one weak password for a breach to happen. Statistics consistently show that human error accounts for the majority of cybersecurity breaches, making security awareness the most critical defense in today’s digital-fir

Crosstie Practice is the operating layer of an accounting firm. Client records, document requests and secure storage, a workflow that moves a job from preparation through review to sign-off, and e-signature for engagement letters, all in one system rather than four. Built for firms that want their practice management, workpapers and tax software to be the same product, so nothing is re-keyed and nothing falls between tools.

Finbryn provides outsourced bookkeeping, month-end close, audit support, tax-preparation support and virtual CFO work for US small businesses, inside the client's own QuickBooks Online or Xero file. Bookkeeping plans are priced on a public rate card. Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation. It is not a CPA firm: Finbryn prepares the tax workpapers, and a CPA named on finbryn.com/us/team reviews and signs each return as preparer of record.

WorkCo runs scheduling, time and attendance, leave and payroll on one account inside LINE. Owners build the week with tap-to-assign, send it, and each person sees their own shifts in LINE. Staff check in by GPS from their phone, request leave in LINE, and payroll is calculated from hours worked. No separate staff app. Free while an account has up to 20 employees counted across the whole group; above that, or at 5+ locations, paid per location per month in local currency. Operated by Vision Hub L

Empty Spaces helps finance teams prepare reconciliations, investigate the exceptions holding the close open, and route proposed corrections for review. Agents gather source records, match transactions and prepare workpapers and supported journal entries. Finance teams review the supporting evidence and retain approval over accounting decisions. Teams start with one workflow, validate the results against their records, and expand as the process is put into operation. Empty Spaces also supports fi

CoController AI is a month-end close tool for US accounting firms on QuickBooks Online. A Chrome extension (https://chromewebstore.google.com/detail/cocontroller-ai-%E2%80%94-qbo-clo/eofdfecgbhnhfajdojmknfecloljibjd) works inside QBO, and the web Close Center tracks close status across clients: bank recs, uncategorized items and statements. AI suggests categorizations with confidence and reasons, learning from the firm's history; it supports reconciliations, drafts flux variance explanations and

AuditCraft Suite is a web-based internal audit platform for individual auditors and audit teams. It connects risk assessment, annual planning, engagement management, fieldwork, reporting and follow-up in one workspace. The platform includes enterprise risk management and KRIs, risk and control matrices, audit programs, sampling and testing, workpaper review, findings and observations, draft reporting, exit meetings and final report release. It also supports Audit Committee oversight, QAIP, audi

When an auditor challenges a standalone selling price (SSP) allocation, most Controllers defend it from a hand-built spreadsheet. Soluqube replaces that spreadsheet with a deterministic engine: you confirm the performance obligations and stated prices, and Soluqube returns the relative-SSP allocation, the full-term recognition schedule with terminal-period remainder absorption, and an audit-ready evidence workpaper. Arithmetic is integer (BigInt) at 10^6 scale, rounded to cents, so the schedule

Engage Works Inspiring Experiences We’re a creative technology agency that puts people at the heart of every experience. With offices in London and Dubai, we combine the best creative with cutting-edge technology to create unique, innovative and bespoke experiences that excite, inspire and engage. Our experiences are designed to enhance collaboration, loyalty and action for sectors including retail, property development and for workscape environments. Our services include strategy, creative de

PDFExcel turns any PDF into a clean spreadsheet — built specifically for finance and accounting workflows. Most "AI PDF extractors" send your document to a generic chatbot and hope for the best. PDFExcel uses purpose-trained extraction models that understand document structure, not just text. That's why it hits 99%+ accuracy on real-world accounting documents where other tools fall apart. Use cases: AP invoice processing, bank statement reconciliation, 1099/K-1/W-2 batch extraction, expense re

Right Person is an automated background-checking platform for employers, focused on the Nordic market. Employers assemble a background check from individual checks — identity verification, country affiliation, business interests, credit check, open-source search, employment verification, work-experience gap check, digital reference checks, and education verification — or select a predefined package. Candidates give explicit digital consent and verify their identity with BankID before any data is

ConfirmPilot is audit confirmation software built by a former auditor. It replaces the Word letters, one-by-one Outlook emails and spreadsheet trackers that eat up busy season. Generate standard confirmation letters for banks, loans, receivables, payables, legal, custodians, fund and nonprofit confirmations from your details. Clients sign online through a secure link or return a signed PDF, and signed pages are matched back automatically. Confirmations are checked and batch-sent from your own O

Bear is a specialized provider of AI agents designed to help banks automate compliance, lending, and servicing operations. Tailored for regulated financial institutions, Bear's solutions enhance efficiency and ensure adherence to industry standards. Key Features and Functionality: - Compliance Monitoring: Automates loan file reviews across multiple federal regulations, including UDAAP, SCRA, FDPA, Reg Z, EFT, and TCPA. Generates examiner-ready workpapers and covers a broader range than traditi