Accountants and advisors
Turn every year-end into an advisory meeting
Accounting firms, management consultants, business lawyers: generate for each client a readable summary report, benchmarked against their sector, with a quantified action plan you can bill as an advisory assignment.
What you experience today
- A year-end meeting focused on the tax return rather than on decisions
- Home-made dashboards that take long to update
- A valuation requested by a selling client without a dedicated tool
- Client data scattered across several tools
What Bilanea changes
The ledger you produce is the best possible input: the report is generated in seconds, without retyping, with consistency checks that confirm the quality of your accounts. Sector benchmarks and the health score give visual support to the year-end meeting.
Multi-organisation creates one workspace per client, with roles for your staff and viewer access for the owner. The API and webhooks automate generation at every closing.
The indicators highlighted for you
Standardised summary report per client in seconds
Sector benchmarks and health score for the year-end meeting
Multi-method valuation for transfer assignments
Quantified action plan to propose as an advisory assignment
Client workspaces, roles and audit log
API and webhooks to automate at closing
Your journey
Create one workspace per client
Invite your staff with roles; the owner can receive viewer access.
Upload the ledger at every closing
Manually or through the API: the report is generated and a notification is sent.
Run the meeting and propose assignments
Score, benchmarks and action plan structure the discussion; the valuation opens the transfer assignment.
Frequently asked questions
- Can the report carry the firm's brand?
- The PDF export mentions the producing organisation; visual customisation is available in the Enterprise plan.
- How are the firm's clients billed?
- The firm uses its credits or subscription and re-bills its assignments freely; no fee is charged to the end client.
Equip your firm
Pro plan: 30 reports a month, 5 staff members, API included.