For accounting firms
Give clients clarity without losing accounting control.
Work across client workspaces, bring documents and transactions into review, and help clients see the numbers behind their decisions.
Client work adds up
Too much of the work happens between systems.
Documents arrive across inboxes and folders.
Review queues and client questions compete for attention.
Clients ask for numbers that need another manual report.
Firm and client, connected
Keep the books and the client conversation closer together.
Use separate client workspaces for accounting work, document intake, and reporting. Give clients access to the financial picture relevant to them.
- Organise work by client workspace.
- Review imported documents and accounting suggestions.
- Share a clearer view of reports and outstanding items.
Illustrative product view
Client workspaces
Client A · Documents to review
Client B · Bank reconciliation
Client C · Reports ready
Firm-wide work, organised by client
Related capabilities
Multi-entity accounting
Books, VAT and reporting for many legal entities in one workspace.
Explore →AI accounting automation
AI-assisted document capture with human review and accounting controls.
Explore →Financial consolidation
Group close from entity trial balances to consolidated reports.
Explore →Fund accounting
Ledgers, investor capital flows and consolidation for funds, holdings and SPVs.
Explore →Make every client conversation more informed.
See how Conso 360 can support your firm's day-to-day work.
Request a 30-minute demo ↗