Workflow automation, 19 AI agents, document management, e-signatures, a firm website, and native QuickBooks + Xero integration — all in one platform built for accounting firms.
From the visual workflow builder to the approvals queue, every step is logged and auditable.
Use the visual builder to define stages, assign AI agents or team members, and set approval checkpoints.
Cadence runs the workflow. Parity reviews compliance. Forma collects data. Echo drafts communications.
AI outputs surface in your Approvals queue. Review, approve, or request changes. Audit trails stay forever.
Not a collection of bolt-ons. Every surface speaks the same data model.
DAG-based builder with stages, rounds, triggers, and human checkpoints. Define once, run forever.
Domain-specific agents for compliance, forms, docs, onboarding, and content. Pre-trained, ready day one.
Full CRUD with version history, SOPs, dynamic form templates, and e-signature requests built in.
Give every client-facing practice its own site. Pages, blog, media, AI-powered content.
Triage email, Slack, and Teams in one place. Convert any thread into a task with one click.
Browse, install, and configure community agents and workflow templates without code.
Drop a PDF, CSV, or folder of receipts. Forma parses it, tags it, and routes it into the right engagement — with full version history, SOPs, and e-signature requests built in.
Native OAuth integrations for the core systems you already run.
Designed for firms that handle sensitive financial data.
RSA-SHA256 cryptographic signatures on every document. Tamper detection. Legally binding under eIDAS.
Data encrypted at rest and in transit. Azure Key Vault with HSM-backed keys. KEK/DEK envelope hierarchy.
100+ granular permissions. Platform vs tenant role separation. JWT + bcrypt + MFA. Full tenant isolation.
Every action logged with user, IP, timestamp. Exportable. SOC 2 Type II ready. GDPR + CCPA compliant.
We onboard accounting firms in batches. Apply now — our team reaches out within one business day.