Industry Solutions

Portals for Accounting, Finance & Consulting

Whether you run a CPA firm, advisory practice, or consulting shop, the platform maps to how you work. Engagement tracking, document workflows, time tracking, compliance — plus AI-powered financial analysis that reads client documents and produces intelligence that used to take weeks.

Everything listed here is a starting point, not a ceiling. These are pre-built systems with proven workflows. Use them out of the box, customize them to your specifications, or tell us what you need and we'll build it from scratch. We meet you wherever you are.

Portal modules ready today

These modules are live and configured for accounting and professional services terminology from the start.

Matter Management (Engagements)

Track client engagements from kickoff to delivery. Rename “Matters” to “Engagements,” “Projects,” or “Files” — same power, your terminology.

Time Clock & Billable Hours

Log billable time against engagements. Rate management, staff allocation, and export-ready billing summaries.

Document Management

Tax returns, financial statements, engagement letters — all indexed, version-controlled, and searchable by content.

Billing & Invoicing

Generate invoices from time entries. Track payment status, aging, and outstanding balances across your client book.

Compliance & Training

CPE credits, licensing deadlines, compliance requirements. Track what’s due and who’s completed it.

Project Management

For consulting practices: milestone tracking, deliverable management, and team task assignment tied to each engagement.

✓ Live — See Example

📊 Financial Health Assessment Platform

Upload balance sheets, tax returns, bank statements, aging reports, debt schedules — the AI reads everything, cross-references between documents, identifies discrepancies, and produces comprehensive financial intelligence. Cash flow analysis, tax compliance review, revenue risk modeling, debt covenant assessment, and prioritized corrective action plans. The same analysis a consulting firm charges $15,000 to deliver.

✓ Document cross-referencing — automatically catches discrepancies between P&L, balance sheet, tax returns, and bank statements
✓ Cash flow crisis detection with survival timeline projections
✓ Revenue concentration and client dependency risk analysis
✓ Tax compliance review — 1099 gaps, worker classification, deduction support
✓ Debt covenant analysis with financial ratio calculations
✓ Comprehensive risk matrix with probability, impact, and mitigation scoring
✓ Executive summary + detailed 50-page assessment report generation
✓ Runs locally — client financial data never leaves your network

See the Live Financial Example →

Coming Soon

👥 Financial Client Management Portal

A complete client management system for accounting and advisory practices. Track engagements, deadlines, document collection, deliverables, and billing. AI-assisted throughout — the system monitors filing deadlines, tracks missing documents, and keeps every engagement organized without the overhead of enterprise practice management software.

✓ Client onboarding with document collection checklists
✓ Engagement tracking with customizable service types
✓ Filing deadline monitoring (federal, state, quarterly estimates)
✓ Secure document portal for client uploads
✓ AI-powered document classification and organization
✓ Time tracking and invoice generation
✓ Integration with the research platform for financial analysis
✓ Multi-client dashboard with engagement status at a glance

Ready to see what this looks like for your practice?

We'll walk you through the platform with your document types and workflows. No sales pitch — just a working demo with real output.

Talk to Grover →