Experto for accounting firms
Stop chasing documents over chat
Each client becomes a sub-account. Their contact checks off in Experto that they sent statements, invoices and payroll, and the firm sees, client by client, who's still missing to close the month.
Sound familiar?
The month of almost every accounting firm, and what changes with Experto.
Today
Every month the team chases statements, invoices and payroll, one client at a time, over chat.
With Experto
Each client gets the month's items in their list and checks them off when sent. You see who's missing without sending a message.
Today
The document arrives after the books are done, and the work is redone for free.
With Experto
With a deadline on every item, delays show up in red before closing, and it's recorded when the client completed it.
Today
Tax payment and filing deadlines live in a spreadsheet nobody opens.
With Experto
Each obligation becomes a task with a deadline in the client's list, and the tab on the edge of the screen warns you when something is late.
Today
With a large client base, nobody knows who's handling which client.
With Experto
With Pull and Push, each accountant pulls the closing they'll do, and the whole firm sees who it's with.
clients, on average, per accounting firm in São Paulo. And 33% of firms don't charge for rework.
Organizer
The whole month's closing in view
In the Organizer, lists sit side by side: documents received, review, bookkeeping. Filter by client and see which step each one is at.
- Create views by closing step, by accountant or by client
- Filter by client and see who each task is with
- Drag to change the list or the order, without completing anything by mistake
Messages
The whole firm on the same page
Did a tax rule or a filing deadline change? The message reaches everyone in the firm at the same time, without getting lost in a group chat.
- To everyone, only to who's online now or to the people you choose
- Marked as important, it stays on the web screen until the person clicks it, and the tab on the edge of the Mac screen pulses
- You see who read it, at what time, and everyone's reactions
Accounting use cases
The month's documents
A list open to each client with what they need to send. The contact checks off that they sent it, and the file goes through the usual channel.
- Sub-accounts
- Reviewers
- Deadlines
Closing in steps
Documents received, Review and Bookkeeping, connected. Complete it in one, and the client's task moves to the next step.
- Connected lists
- Sub-accounts
The closing queue
Each accountant pulls the next client from the queue, and nobody closes the same client twice.
- Pull and Push
Tax payment deadlines
Each payment with a deadline in the client's list, with late ones in red and an alert on the panel.
- Deadlines
Ask your AI who's missing
Ask Claude or ChatGPT who hasn't sent this month's documents yet, and get the list.
- AI
A new client at the firm
Adding the client creates their list. Invite the contact as a reviewer, for free, and they already see what they need to do.
- Sub-accounts
- Reviewers
Your clients pay nothing
Reviewers don't take a seat. Invite each client's contact, up to 500 clients in one account, and pay only for your team, from the third member on.
Close the month without chasing anyone
Create your firm's account, add your first clients and send the month's document list. You can start today.
Free for up to 2 members. Reviewers are always free.