The Accountancy OS


Built on monday.com. Launching the future of accountancy firm operations. 

Accountancy firms are growing. But growth often comes with more complexity, more tools, and less control.

Most firms still operate with disconnected systems for CRM, workflow, time tracking, invoicing, HR, and reporting. Critical insights like recoverability, utilization, capacity, and profitability are manually assembled, backward looking, and often available too late to act on.

The result? Margins erode. People burn out. Leadership reacts instead of leading.

Today’s Reality for Accountancy Firms

1.

Firms rely on spreadsheets and gut feeling to make high impact decisions

2.

Recruitment, onboarding, and workload planning are disconnected from real demand

3.

Revenue leakage through scope creep, unbilled work, and delayed invoicing remains largely invisible

4.

Existing tools focus on workflow or compliance, not firm wide performance

Introducing the Accountancy OS

The Accountancy OS is a monday.com-powered solution, designed specifically for accountancy firms.

It connects operations, finance, HR, CRM, and service into one source of truth.

All your data in one platform. Built for professional, billable work.

What Changes with a Single Platform

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Protect and Grow Margins

  • Predict recoverability before it is lost
  • Detect scope creep, underpricing, and revenue leakage early
  • Bill faster and more accurately
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Operate with Control

  • One source of truth for clients, work, people, and money
  • Smarter work planning and capacity management
  • Fewer handovers and less manual admin
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Lead with Foresight

  • Real time and predictive insights into profitability and utilization
  • Clear explanations of where risks exist and what to do next
  • Better pricing, staffing, and growth decisions

Why AI Matters in Accountancy Operations

AI continuously analyzes operations, finance, and people data to:
  • Flag engagements likely to go over budget
  • Explain why margins are at risk
  • Suggest better staffing and workload distribution
  • Detect revenue leakage and unbilled work
  • Surface early warning signals across the firm
The result is earlier decisions, smarter pricing, and more sustainable growth.

Learn How This Works in Practice

Live Webinar: March 2nd | 13:00 CET

Join our upcoming webinar and see how the Accountancy OS brings control, visibility, and foresight to accountancy firms.

Discover how leading firms are replacing fragmented tools with one intelligent operating platform.