An easier routine for clients
The mobile app helps clients submit receipts. Client and accountant work with the same documents.
From your very first client
Build client work around a shared workspace. tulos.ai brings documents, tasks and reviews together, leaving you time to advise clients and establish your own firm.
You manage the client relationship and accounting. We provide the software.
How the work flows
Define the service, document deadlines and responsibility for checks with your client.
The client delivers receipts and invoices to your shared workspace. Request missing information within the same workflow.
AI extracts data and suggests entries. The accountant reviews, corrects and approves.
Reconcile accounts, resolve exceptions and handle agreed filings. Set the next month’s tasks with your client.
Offer for new accounting firms
New accounting firms use tulos.ai for six months with no monthly fee. That gives you time to win your first clients, test your workflow and settle into a monthly routine before the software becomes a cost.
E-invoice delivery fees are charged as normal.
The mobile app helps clients submit receipts. Client and accountant work with the same documents.
Data extraction and suggested entries support routine work. Professional judgement and approval remain with you.
Unlimited users and bank accounts give your firm and clients room to work together. Commercial terms are set out in your proposal.
Test a complete work cycle before expanding. We agree on onboarding scope and timing based on your starting point.
Who do you serve, what do you handle yourself and where do you need software support? We demonstrate a workflow based on those needs.
Choose a suitable client, check opening data and agree on users, tasks and required connections.
Look at document collection, review time and client questions. Expand once the shared working practices are clear.
Include your expected client count in your enquiry. Onboarding and commercial terms are agreed for your situation; you do not need to estimate agency costs from the public business price list.
Clients and the accounting firm can work in the same environment. During setup, agree on what the client provides and handles, and what the accountant reviews.
Tulos.ai is software. Your firm sells and delivers the accounting service, sets its price and takes responsibility for the agreed work.
New accounting firms use the software for the first 6 months with no monthly fee. For the period after that, we prepare a separate proposal based on client count, onboarding and your needs. Monthly and usage charges are discussed before signing.
Tell us what kind of firm you're starting and how many clients you'll begin with. We'll walk through your workflow and onboarding together and put together a proposal that fits your firm.