The firm's monthly cycle, without scattered spreadsheets
Clients, deadlines, tasks and fees organized in a portal, with automatic reminders and encrypted credentials.
How the data flows
Team member portfolio
Monthly cycle
CPI adjusted fees
Client reminder
3roles on the same monthly cycle
Client
Farah Estudio Contable
Industry
Accounting firm
Where
Argentina
Integrations
ARCA, Tango, WhatsApp, Email
The context
A firm where the owner splits client portfolios among team members, and each client goes through a monthly cycle of documents, deadlines, taxes and fees. The product came out of reviewing voice notes, spreadsheets and the team's real work.
The problem
Tasks, deadlines, fees, credentials and checks were spread across spreadsheets and messages. The owner could not clearly see what was behind, and clients could not check their own status.
What we built
01We modeled three roles and the firm's real monthly cycle.
02Recurring tasks, fees adjustable by the CPI (IPC) and reminders over WhatsApp and email.
03Encrypted credentials, business groups and cross checks of VAT, sales, cards and banks.
What changed
The firm keeps its own way of doing the books and gains a shared layer to organize portfolios and catch delays.