One operating system for a mid-tier accounting firm
We replaced AccountsBridge's stack of subscriptions with a single system that runs their clients, staff, and internal flows, and we serve their clients' IT needs too.
Operating systems
One system to run the whole business.
Client files, jobs, quotes, invoices, staff and the numbers, in one system written around how your business actually works. Up to 80% less admin work.
The problem
Twelve subscriptions, and a spreadsheet to hold them together.
The client is in one app, the job in another, the invoice in a third. Every new job means the same details typed in four places, and nobody can say where the month stands without a day of stitching.
Data lives in silos.
The same client exists in four systems, and none of them agree.
Admin grows with every job.
More work means more typing, then more hiring to do the typing.
Decisions wait.
The numbers exist, somewhere. Getting them into one view is a day's work, so it does not happen.
The solution
One system, three parts.
We learn how the business actually runs, then write one system around it. Lead to paid, in code you own, replacing the subscriptions one at a time.
Unified data
One record for every client, job and invoice, entered once and used everywhere.
Workflow orchestration
The system moves work from lead to paid, chases what is late, and asks a human only when it should.
Role dashboards
The owner, the staff and the client each see what they need, and nothing else.
What we have done
Where this is running.
One named client and our own practice management product. The figure is the one we stand behind, always with "up to".
Live
Crux Accounts: practice management for accounting firms
Our own practice management system for Australian accounting firms: client files and onboarding, task tracking on ATO cycles, invoicing and collections, documents and team chat, multi-tenant per workspace.
Up to 80%
less admin work for the teams we build systems for
$200K
revenue a single-driver chauffeur service reached in under 8 months, on operations we automated from scratch
Hours to minutes
how long quoting, tenders, and invoicing take for a security services firm we automated, with the whole initial client journey now running itself
FAQ
The things people ask before they call.
Do we have to replace everything at once?+
No. We keep what works, wire it in, and replace what does not, in stages. Your team keeps working the whole time, and nothing is switched off until its replacement is running.
Who owns the code?+
You do. It runs on your accounts, under your name, and we hand over the repository and the documentation.
How long does a build take?+
It is quoted after a discovery call, and we commit to a timeline before we start. You see a working version early, then every week.
What happens to the data in our old tools?+
We migrate it into the new system as part of the build, and nothing is switched off until the data is across and checked.
Tell us what your business cannot afford to get wrong.
One call, no deck. We will map how the business runs today and tell you what one system would replace first.