B2B automation for accounting

I help you stop drowning in documents and manual work.

I design and implement practical IT solutions for accounting firms: document intake and sorting, task control, integrations, notifications, AI assistants and internal tools built around your real processes. Solutions can run locally so data does not leave your environment unless necessary.

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Documents without chaos CRM for accounting firms Local data processing AI for routine work System integrations

What blocks growth

An accounting firm loses time not on accounting, but on managing the process around it

Documents arrive through different channels, clients forget to send files, employees check statuses manually, and management sees the problem only when the deadline is already burning.

Documents arrive by email, messengers, forms and folders without a single order.
Employees manually remind clients about missing files.
It is hard to quickly see where a declaration, report or client request is stuck.
Repeated actions take hours, although the system can handle them.
There is no clear picture of tasks, deadlines, clients and responsibility.

Practical solutions

What can be automated in an accounting company

I do not offer abstract digitalization. First I analyze your current process, then I build a solution that removes a specific workload from the team.

Document intake and sorting

A single logic for incoming files: client, period, document type, processing status and responsible employee.

Control of missing documents

The system helps you see what is missing, who needs a reminder and which tasks can no longer be postponed.

AI assistants for routine work

Automatic preparation of email drafts, short request summaries, checklists and internal notes.

Integrations with your tools

I connect forms, email, CRM, spreadsheets, databases, cloud folders and other services into one workflow.

Management dashboards

Dedicated screens for tracking clients, tasks, deadlines, team workload and bottlenecks.

Local solutions and confidentiality

Some processes can be handled inside your infrastructure so sensitive data is not sent to external services unless necessary.

How the work is organized

A calm path from document chaos to a manageable process

Step 1

Process review

We document how files and tasks currently move through the firm.

Step 2

Finding bottlenecks

We separate truly important problems from familiar but unnecessary manual work.

Step 3

Solution prototype

We build a clear version of the tool that can be tested on real tasks.

Step 4

Implementation and support

We configure, train, refine and gradually expand the automation.

CRM developed by me

CRM for an accounting firm: clients, tasks and communications in one place

The system helps manage clients, control team work, keep communication history and automate recurring actions. It can be adapted to the processes of a specific accounting company.

The CRM is not a rigid template: it can be significantly changed for your specific tasks, deeply adapted and integrated into your company processes. If needed, new modules, external service connections and internal tools can be added to truly make the team’s work easier.

You can start with basic modules: clients, contacts, tasks and communications, then gradually add invoices, subscriptions, voice features and AI.

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Clients and contacts

Client cards, separate contact persons, search, filtering by services and quick access to the right information.

Tasks and projects

Projects with progress, tasks, recurring tasks, responsible employees and a separate list of overdue items.

Communications and timeline

Client communication history and a shared event timeline so the team can see context without searching chats and emails.

Sales pipeline

A visual deal pipeline: Lead, Negotiation, Proposal, Contract, In progress, Closed. Useful for new clients and incoming requests.

Invoices and subscriptions

Invoicing, multi-currency support, FX rates and recurring client payments or retainers.

Call scripts

A visual call-script builder with branches, operator prompts, multilingual content and AI instructions.

Voice features

Task dictation, voice creation and updating of tasks, spoken task descriptions and voice feedback after an action.

AI assistant

AI prompt presets, task brief formatting, field extraction from voice commands and a dashboard chat assistant.

Security, control and no mandatory subscription

The CRM has open source code and can be reviewed by a technical specialist or independently audited.
The server can be hosted in your office or on an office computer as a background service.
A cloud option is possible with access through a WireGuard tunnel to reduce the exposed attack surface.
The number of employee seats is unlimited, with no subscription or mandatory recurring per-user payments.
The system is flexibly configured for industry needs and your company’s specific business processes.
You keep more control over data, infrastructure and access rules.

Why this is convenient

You work directly with a specialist who understands both code and business processes

For an accounting firm, it is not enough to simply “install a system”; it must be carefully integrated into the team’s real work without breaking processes or creating extra stress.

Business management experience

I understand processes not only as a developer: for many years I managed a company, team, clients, tasks and operations.

Development for real tasks

The solution is built around your work: clients, documents, employees, deadlines, responsibility and familiar team scenarios.

B2B format

I work as an external technical partner: I analyze the process, suggest the first reasonable step, implement and support the result.

You can start small

You do not have to rebuild everything at once. You can automate one area and expand the system after testing it in practice.

Local data processing

Solutions can run on your infrastructure so documents and client data remain under your control.

Direct communication

You communicate directly with the person who designs the solution and is responsible for the technical implementation.

Contact

Let’s discuss which operations in your accounting firm can be automated first

Write briefly how documents arrive today, where time is most often lost and which tools you already use. I will suggest a realistic first step.

Location: Szczecin, Poland
USA: +1 728 229 7521
Poland: +48 780 058 200
E-mail: info@1fix.me

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