PROFESSIONAL SERVICES
Software built aroundyour firm's client work.
We build your firm a Custom OS for intake, reviews, and billing. We connect it to the accounting and document tools you keep and run it on the Calyer Platform.
WHO IT'S FOR
For firms where client work crosses several systems.
- Accounting and advisory firms
- CAS, bookkeeping, and fractional CFO firms
- Tax firms, CPAs, and EAs
- Law firms and legal ops
WHAT WE BUILD
What your Custom OS can handle.
- Module
Client intake and requests
Collect the right details and documents, check what arrived, and give missing items an owner.
- Module
Close and review
Track the close, prepare review queues, and keep exceptions with the right preparer or reviewer.
- Module
Engagement letters and billing
Prepare the next letter, update, or invoice when the work reaches the right point.
- Module
Client reporting
Bring figures and open items into one review before the report goes to the client.
HOW THE WORK MOVES
One client, from request to invoice.
Request
We request client items and track them.
Check
Missing files go to the right person.
Review
A reviewer signs off on the exceptions.
Invoice
The system prepares the invoice when the work is done.
CALYER PLATFORM
Run on the Calyer Platform.
The platform handles sign-in, security, AI, and updates, so your team stays on client work.
Client data kept separate
Your firm runs in its own deployment, with its own database, files, and sign-in.
Roles for partners and staff
Each person sees the clients and work their role allows.
AI with no data kept
AI prepares drafts and checks. Models keep none of your client data, and a person signs off.
Run and updated by Calyer
We monitor it, fix problems, and keep the platform current with new hosting, deployment, and AI technology.
CASE STUDIES
Systems we've built.
TALK TO US
Let's talk.
Tell us how your team works today. We will help you find what to automate first and where to start.
hello@calyer.ai