FINANCIAL OS PRO · WEB PLATFORM

Professional financial intelligence,
built for firms.

The firm-wide OS for accounting firms, CFOs, and multi-client structures. Client cockpit, structured financials, append-only audit log.

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PRO MODULE · NINE VIEWS

Nine modules. One professional OS.

Cockpit
01 COCKPIT

The command.

Client File
02 CLIENT FILE

The client.

Financials
03 FINANCIALS

The P&L.

Provisions
04 PROVISIONS

The liability.

Audit Log
05 AUDIT LOG

The trace.

Fixed Assets
06 FIXED ASSETS

The book value.

Loans
07 LOANS

The debt.

Closings
08 CLOSINGS

The close.

Revenues
09 REVENUES

The top line.


NINE MODULES

Everything a firm needs to pilot.

Firm-wide Cockpit

Consolidated synthesis across all clients - receivables, coverage rate, billable activity, anomaly flags. Your command center.

Client File

Structured client data with contacts, billing history, contract status, and activity log. One complete file per client.

Financials - P&L & Balance Sheet

Full income statement and balance sheet per client and per period. Multi-period comparison, variance analysis, export-ready.

Tax & Social Provisions

Automated provision calculation for corporate tax, VAT, and social charges. Monthly accruals, cumulative totals, alert thresholds.

Audit Log

Append-only traceability on every financial entry. Timestamp, author, action, prior value - immutable record for audit readiness.

Fixed Assets & Depreciation

Asset register with acquisition cost, depreciation method, accumulated depreciation, and book value. Straight-line and declining balance.

Loans & Financing

Track all company borrowings - outstanding capital, repayment schedule, interest charges, and end-date projections.

Period Closings

Quarterly and annual closing workflow with post-close adjustment capability. Locked periods, closing notes, full justification trail.

Revenues & Billing

Invoice tracking, revenue recognition, billing by client or project. Receivables aging, collection status, revenue timeline.


PRICING

Custom pricing.

Structured around your firm.

FINANCIAL OS PRO

On quote

Custom pricing based on your structure and number of clients.

Nine professional modules:

  • Cockpit - firm-wide synthesis view
  • Client file - structured client data
  • Financials - P&L and balance sheet
  • Tax & social provisions
  • Audit log - append-only traceability
  • Fixed assets & depreciation
  • Loans & financing
  • Period closings & post-close adjustments
  • Revenues & billing
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FINANCIAL OS PRO

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