Maintain the client work reference
Proposed handoff: Client records that keep permitted contact details connected to the work you perform. Agree required fields, consent, ownership and access and who may complete or correct this stage.
INDUSTRY SOLUTIONS / PROFESSIONAL SERVICESSmarter software for
Planned
Smarter software for
Accounting Firms.
Track recurring professional work. Review the proposed workflows that fit your daily operations, then consider reusable common modules as building blocks.
Already have an account? Sign in to your Accounting Firms ERP workspace.
YOUR DAILY WORK, CONNECTED
A clearer flow for Accounting Firms.
Practice managers, client-service staff and deadline coordinators. Use the demo to review the available workspace; industry-specific fields, integrations and rules are agreed during configuration.
Define the recurring deadline
Proposed handoff: Deadline records that make the due dates and responsible person visible. Agree recurring rules, escalation and completed-work evidence and who may complete or correct this stage.
Assign and review tasks
Proposed handoff: Task records that keep the next action, responsible person and due date visible. Agree status definitions, dependencies and escalation rules and who may complete or correct this stage.
Keep the important records together
- Client profiles and work references
- Due dates and work references
- Tasks, owners and due dates
- Workspace roles and permission definitions
Review work before it gets missed
- Client workload: confirm source records, filters and review responsibilities.
- Deadline and task review: confirm source records, filters and review responsibilities.
Choose a manageable starting scope
Industry ERP · priced for your scopeCustom quoteQuoted for your industry: the apps, workflows, rules, migration and rollout involved.Final pricing depends on your use cases and implementation effort. Setup, infrastructure and usage are extra.
Start with the apps your team needs first; add industry adaptations, migration and integrations as the scope grows.
How pricing worksESTIMATE YOUR OWN CASE
What could less manual work be worth?
For your accounting firms team, enter a reduction in repeated entry, searching or follow-up time that you think is achievable. The result is a planning illustration, not measured product performance.
Assumptions: 15 minutes × 22 workdays ÷ 60 × $20/hour. One Solo MicroERP is $5/month; $105 is the illustrative time value less that app fee, before implementation, infrastructure, other apps, taxes and usage costs. Time value is not guaranteed cash savings or ROI. Validate changes against your own baseline and actual adoption.INDUSTRY WORKFLOW OPPORTUNITIESStart with the work.
Start with the work.
Build the scope around it.
These 8 scopes are proposals for validation. Shared modules are linked as reusable building blocks, and product readiness remains a separate decision.
Client Engagement and Work Allocation
Onboard clients, record agreed services and responsibilities, allocate recurring work, and track completion evidence.
Custom quoteIndustry ERP
Primary buyer: Accounting practice owner / engagement manager
Reusable modules
Discuss this scope Document Collection and Review
Request client records, track received and missing documents, assign reviewers, and resolve follow-up questions.
Custom quoteIndustry ERP
Primary buyer: Accounting practice owner / engagement manager
Discuss this scopeBookkeeping Period Close
Maintain client close checklists, reconcile assigned accounts, route exceptions to reviewers, and record period sign-off.
Custom quoteIndustry ERP
Primary buyer: Accounting practice owner / engagement manager
Reusable modules
Discuss this scope Tax Work and Deadline Tracking
Maintain practitioner-configured obligations and dates, assign preparation and review steps, and retain submission acknowledgments.
Custom quoteIndustry ERP
Primary buyer: Accounting practice owner / engagement manager
Reusable modules
Discuss this scope Audit Engagement Workpapers
Organize engagement procedures, collect evidence, document review notes, and track responsible-professional sign-off.
Custom quoteIndustry ERP
Primary buyer: Accounting practice owner / engagement manager
Reusable modules
Shared platform
Discuss this scope Payroll Processing Bureau
Collect client payroll inputs, validate exceptions, obtain approval, and record delivery of payroll outputs and acknowledgments.
Custom quoteIndustry ERP
Primary buyer: Accounting practice owner / engagement manager
Reusable modules
Discuss this scope Practice Time and Fee Recovery
Record client engagement time and outlays, compare against fee arrangements, and invoice approved billable work.
Custom quoteIndustry ERP
Primary buyer: Accounting practice owner / engagement manager
Reusable modules
Discuss this scope Client Notice and Query Cases
Capture notices or queries, maintain response documents and due dates, coordinate specialist review, and record case closure.
Custom quoteIndustry ERP
Primary buyer: Accounting practice owner / engagement manager
Reusable modules
Discuss this scope CURRENT CATALOGUE CONCEPTS
Concepts listed for Accounting Firms.
This catalogue currently shows 1 dedicated industry concept and 16 common module concepts. The eight proposed workflows remain validation scopes and are separate from the product count.
PlannedAccounting Firms Hub
Track recurring professional work. A focused workspace designed for teams that value simplicity.
Clientsdeadlines
Quoted for your industry scope: the apps, workflows, users and implementation effort you need. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Industry ERP · priced for your scopeCustom quoteQuoted for your industry: the apps, workflows, rules, migration and rollout involved.
PlannedProjects & Tasks Pro
Coordinate work from brief to delivery. A modular toolkit designed for teams across industries.
Taskstimelines
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyFinal price depends on your use case and implementation effort; infrastructure and metered extras are separate.
PlannedCRM & Sales Pro
Manage leads, pipelines and opportunities. A modular toolkit designed for teams across industries.
Contact profilespipeline boards
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyFinal price depends on your use case and implementation effort; infrastructure and metered extras are separate.
PlannedAppointments & Bookings Pro
Give every booking a better experience. A modular toolkit designed for teams across industries.
Calendarslots
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyFinal price depends on your use case and implementation effort; infrastructure and metered extras are separate.
PlannedService Desk & Support Pro
Resolve requests and keep customers informed. A modular toolkit designed for teams across industries.
TicketsSLA
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyFinal price depends on your use case and implementation effort; infrastructure and metered extras are separate.
PlannedAccounting & Finance Pro
Keep business numbers organised. A modular toolkit designed for teams across industries.
Invoicingexpenses
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyFinal price depends on your use case and implementation effort; infrastructure and metered extras are separate.
PlannedHR & Payroll Pro
Bring people operations together. A modular toolkit designed for teams across industries.
Employee recordsleaves
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyFinal price depends on your use case and implementation effort; infrastructure and metered extras are separate.
PlannedForms & Approvals Pro
Replace manual handoffs with clear workflows. A modular toolkit designed for teams across industries.
Custom formsreview stages
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyFinal price depends on your use case and implementation effort; infrastructure and metered extras are separate.
PlannedAnalytics & Reports Pro
Make everyday decisions with clearer data. A modular toolkit designed for teams across industries.
DashboardsKPIs
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyFinal price depends on your use case and implementation effort; infrastructure and metered extras are separate.
PlannedDocuments & Records Pro
Organise important information securely. A modular toolkit designed for teams across industries.
Document storagetemplates
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyFinal price depends on your use case and implementation effort; infrastructure and metered extras are separate.
MORE COMMON MODULE CONCEPTS / 7 OPTIONAL
More ways to shape your workflow.
Explore these general-purpose concepts if they fit your business. Confirm requirements and integrations before including them in your proposal.
PlannedPOS & Billing Pro
Sell faster with streamlined billing and checkout. A modular toolkit designed for teams across industries.
POS checkoutinvoices
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyFinal price depends on your use case and implementation effort; infrastructure and metered extras are separate.
PlannedInventory & Warehouse Pro
Know what is in stock, where and why. A modular toolkit designed for teams across industries.
Stock ledgerreorder alerts
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyFinal price depends on your use case and implementation effort; infrastructure and metered extras are separate.
PlannedProcurement & Vendors Pro
Control purchasing and supplier workflows. A modular toolkit designed for teams across industries.
Purchase ordersvendors
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyFinal price depends on your use case and implementation effort; infrastructure and metered extras are separate.
PlannedProduction & Jobs Pro
Plan orders, materials and production. A modular toolkit designed for teams across industries.
BOMwork orders
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyFinal price depends on your use case and implementation effort; infrastructure and metered extras are separate.
PlannedAssets & Maintenance Pro
Keep equipment and assets under control. A modular toolkit designed for teams across industries.
Asset registerservice schedules
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyFinal price depends on your use case and implementation effort; infrastructure and metered extras are separate.
PlannedMembership & Subscriptions Pro
Run memberships and recurring relationships. A modular toolkit designed for teams across industries.
Membership plansdues
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyFinal price depends on your use case and implementation effort; infrastructure and metered extras are separate.
PlannedOrders & Delivery Pro
Move orders from purchase to fulfilment. A modular toolkit designed for teams across industries.
Order managementdispatch
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyFinal price depends on your use case and implementation effort; infrastructure and metered extras are separate.
These catalogue entries are illustrative concepts with a Planned listing status. Demo and sign-in routes are separate workspace entry points. Confirm current scope, availability, integrations and applicable rules in your proposal.
Need help choosing? Try ERP FinderPLANNED OFFLINE FEATURES
Keep working. Reconnect within 48 hours.
After initial online setup, use configured core workflows and locally available data on your device offline. Reconnect and verify your system to sync saved changes.
Planned for upcoming Micro-ERP releases. Availability and implementation must be confirmed in your final proposal.
Work offline
After initial online setup, keep using configured core workflows and available data on your device. Save changes locally during an internet interruption, within the 48-hour verification window.
Reconnect. Verify. Sync.
After successful online service verification, pending local changes sync with your configured system and agreed destinations. Any conflicts stay visible for review.
A 48-hour verification lock
Your system must verify with the authorized service within 48 hours of its last successful verification. Internet access alone does not renew the window. At the deadline, ERP use locks until verification succeeds; pending local changes remain saved.
Your drive. Your database.
Use a supported connector for files or exports on your own drive, or structured records in your own database. You control the destination and permissions; scope and sync direction are agreed in your proposal.
You pay your chosen drive/database provider. Any EasyManageX-hosted copies follow your cloud storage allowance and usage charges.
AI, SMS, WhatsApp and other internet-dependent services wait until connected.
The same offline verification policy applies to shared-server and dedicated-server hosted plans, with monthly or lifetime licences, and to self-managed software purchases.
PLANNED INTELLISTRA AI
Intellistra AI, inside your Micro-ERP.
Plan AI assistance, clearer reports and reviewed automation around your business, with a custom workflow design capability shaped for your team.
Planned for upcoming Micro-ERP releases. Intellistra currently presents private-beta prototypes; included capabilities and supported integrations need final proposal confirmation.
Ask in context
Plan an assistant that answers business questions using approved, configured ERP context. Access stays within the records and permissions agreed for your build.
Reports that make sense
Explore management summaries, receivables insights and purchase-approval context from supported read-only records. Reporting coverage is confirmed for your integration.
Automation with approval
Plan supported tasks and follow-up workflows with review, permissions and approval steps. Record-changing actions need a validated implementation before they become available.
Design your workflow
A planned EasyManageX capability to shape custom steps, roles, rules and approvals around your process. Your final proposal defines the designer and supported execution scope.
Review each connection
Use reviewed Assistant and AutoConnect concepts to plan connections and field mappings. Connector availability, schema and approved access are agreed before integration.
Stay in control
Plan identity, scoped permissions, approval checkpoints and audit history for AI-assisted work. You review the authorized actions and boundaries for your workspace.
AI runs on usage credits. Rates, credit rules and included capabilities are confirmed in your proposal.
Intellistra AI needs internet access; AI requests wait while your Micro-ERP is offline.
Approved context, supported connections and explicit permissions define what AI can access or do. Actions that change records require a validated implementation and the agreed approvals.
PURPOSE-BUILT WORKFLOWS
What matters in your business.
01Clients
Explore focused software to simplify clients tasks.
02deadlines
Explore focused software to simplify deadlines tasks.
03tasks
Explore focused software to simplify tasks tasks.
ALSO IN PROFESSIONAL SERVICES
Related industries.
Professional ServicesAgencies & Consultancies
ProjectsTimeInvoices
Manage client work in one place
Explore 8 workflows Planned
Professional ServicesLaw Firms
MattersHearingsClients
Organise client and matter workflows
Explore 8 workflows Planned
Professional ServicesIT Services & MSPs
TicketsAssetsService contracts
Handle support and delivery together
Explore 8 workflows Planned
Professional ServicesRecruitment Agencies
CandidatesInterviewsPlacements
Speed up talent operations
Explore 8 workflows Planned
RESEARCH THIS WORKFLOW
Useful guides before the next decision.
Which operational records should a small finance team reconcile?
Connect invoices, receipts, expenses and operational references with a clear reconciliation routine that supports finance review without assuming statutory compliance.
Read the guide
What should a business report definition include?
Create a report definition dictionary covering events, periods, populations, calculations, exclusions and owners so teams can reproduce and explain business measures.
Read the guide
How to define report permissions for dashboards and exports
Define who may view summaries, inspect rows and export business data, with practical checks for direct links, filters and cross-department report access.
Read the guide