Accounting

Document collection, engagement status, and close and review handoffs.

Talk about your work
Ink and paper illustration of unmarked folders and an open folio connected by red thread.

Possible starting points.

Use cases to explore in your business, subject to agreed scope, authorized access, and data sensitivity.

  • Document collection

    Bring document-request status into view where your approved systems make it available.

  • Engagement status

    Connect the information staff need to see which engagements are waiting on documents or the next review.

  • Close and review handoffs

    Connect task status and review handoffs, with the responsible people retaining approval over the work.

Agree access to sensitive client records before connecting systems. Professional accounting judgment and tax advice remain with your firm.

Unmarked paper frames connected by a red thread.

Bring the work into view

One Pane is a separately scoped fixed-price project to connect the information and actions your team needs.

Explore One Pane

Practical AI coaching for your team

Help people use approved AI tools in their own work and understand the boundaries around sensitive information.

Explore coaching

Work across industries.

See how we work with clients, ventures and products across industries.

Explore our work