Your firm, clients
and engagements, connected.
Bring accounting production, payroll and practice management together in one business platform. UERP connects client records, engagements and teams to organise everyday work.
Connected functions
for your business.
Accounting production
Bring client accounting data and work together in an environment connected to their records.
Payroll, DSN and variable inputs
Organise variable payroll inputs, payslip production and French DSN social declarations.
Practice management
Structure your firm’s activities, responsibilities and engagement tracking.
Clients and records
Centralise information supporting client relationships and retain the context of each record.
Engagement tracking
Connect work to be done, contributors and progress to coordinate delivery.
Activity reporting
Bring together the information needed for dashboards and practice oversight.
From client record to completed engagement.
- 01Collect client information and define the engagement.
- 02Organise accounting or payroll work and assign responsibilities.
- 03Track required inputs, checks and approvals.
- 04Share progress and information for practice oversight.
Connect your tools.
Structure your processes.
The project starts with your uses and existing systems. We identify relevant data, workflow steps and required interfaces, then validate an initial scope before expanding it.
Prepare your project.
Can we combine production and practice management?
Yes. The offering covers accounting production, payroll and French DSN declarations, variable payroll inputs, and the management of your firm, clients and engagements. The project defines the scope and required interfaces.
What should we prepare for a demonstration?
Describe a specific workflow, the teams involved, your current tools and anonymised data examples. These details help us prepare a relevant demonstration.
Let’s discuss your business priorities.
Let’s define an initial scope that supports your teams.