Create capacity
Standardise document intake, coding and reconciliation so the same team can support more clients.
For accounting firms
More clients.
Less data entry.
Give your team an AI-powered operating layer for document processing, reconciliation and review — while your firm keeps the client relationship and the final professional call.
Your clients stay yoursFirm-controlled reviewMulti-client workspace
Client overview+ Add client
First Bowl
14 outlets
238 documentsReady for reviewFB14 outlets
Halo Clinic
Healthcare
74 documentsProcessingHCHealthcare
Northstar Trading
Multi-currency
126 documents3 exceptionsNTMulti-currency
Atlas Services
Professional services
42 documentsClosedASProfessional services
Built for firm economics
Move your team from processing to professional work.
Automation should not replace your judgement. It should remove the repetitive work that prevents your team from applying it.
Review what matters
Exceptions, source documents and proposed entries arrive together for faster professional review.
Deliver more value
Cleaner, more current records give your team a stronger base for reporting and advisory conversations.
One connected workflow
AI runs the volume. Your team owns the outcome.
Every stage stays visible, traceable and ready for professional review.
Client records come in
Receipts, invoices, PDFs and bank data enter one organised workflow.
AI prepares the work
Documents are read, entries proposed and transactions matched to their source.
Your team handles judgement
Accountants review exceptions, make adjustments and approve the work.
Clients get clear outputs
Reports and records are ready for the service your firm provides.
No invisible hand-off. No competing for the client.Your firm controls access, review and delivery.
Multi-client workspace
See every client, deadline and exception in one place.
Give partners, managers and reviewers the visibility they need without relying on separate trackers and inbox searches.
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Review queuesPrioritise exceptions and work awaiting approval.
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Roles and permissionsControl access by team member and client.
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Source-linked recordsMove from an entry back to the underlying document.
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Client collaborationCollect missing information within a structured workflow.
Review queue 8 items need attention
FB
Supplier invoice · First BowlPossible duplicate · source attached
ReviewHC
Bank match · Halo ClinicTwo possible records found
ReviewNT
Foreign currency entry · NorthstarExchange rate confirmed
ReadyAS
Month-end pack · Atlas ServicesAll checks completed
ApprovedA partner, not a competitor
Your clients stay yours.
ccMonet works as infrastructure for your firm. You remain the professional relationship your clients know and trust.
The relationship
Your firm owns client communication, service scope and delivery.
The judgement
Your professionals review exceptions and make the final accounting call.
The access
Your controls determine which team members can see each client and workflow.
Firm capabilities
The operating layer behind a modern practice.
Use the parts that fit your workflow today and expand as your firm standardises more of its delivery.
Document capture
Photos, email, PDFs and multilingual records in one flow.
Bookkeeping preparation
Extraction, categorisation and source-linked proposed entries.
Bank reconciliation
Suggested matches with exceptions surfaced for review.
Team permissions
Access structured by firm role and client account.
Client workspace
A clearer route for records, questions and missing information.
Reports and dashboards
Current financial outputs ready for your firm to interpret and deliver.
Partner with ccMonet
Start with one workflow. Scale with confidence.
We help your team map the current process, migrate a pilot group of clients and establish a repeatable review model.
Discuss a firm pilot✓
Workflow discoveryMap the work, systems and review responsibilities.
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Pilot migration supportStart with a representative client group before expanding.
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Team onboardingPrepare managers, reviewers and processing teams.
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Partner supportCommercial and programme terms confirmed with your firm.
See what your firm can stop doing manually.
Bring one representative client workflow. We’ll map where automation fits and where your team stays in control.