Accounting

Plan a better start for accounting client work

Plan accounting preparation workflows with business context, structured records and human review before professional judgement.

AccountingWorkflow guideSector connectors coming soon

Start client preparation with context

Research a business, confirm the available entity details and organise the information the team needs for onboarding or a review.

Make records easier to work through

Use approved input records to prepare structured summaries and exception worklists. Keep original source references and questions for a person's attention.

Use the right dates

Add jurisdiction and working-day context when the workflow requires it. Check relevant source rules rather than assuming a date calculation is a statutory deadline.

Featured workflow: client review worklist

Combine an authorised set of client records with supported business context. Summarise inputs, flag incomplete information and prepare a worklist for an accountant to review.

  1. 01

    Gather approved records

    Preserve the references for each client document or supplied data record.

  2. 02

    Add available business context

    Use the relevant source and note its country and returned fields.

  3. 03

    Prepare exceptions and questions

    Organise missing or conflicting information without deciding its treatment.

  4. 04

    Review before professional use

    A qualified team member validates the source records and next steps.

What is available today

These are published workflow guides, not complete live industry tool packs. Today's MCP catalog includes New Zealand business-register and national calendar tools. Australia source tools and sector-specific data or system connections are coming soon. Use the guides to plan a workflow around approved inputs while current coverage is verified.

Available now

NZ public calendar

The live New Zealand national holiday and working-day tools.

Local intelligence. Ready to build.

Start with a task you can inspect.

Connect a compatible client, choose a workflow and review the source fields that come back.