For accounting firms and bookkeepers with a client portfolio
An accounting firm lives by the calendar: every client has their invoices, their close, their tax filing and their deadline.
Accounting Firm
Today's list
01 / 058:00
Yesterday's CFDI files and emails are already sorted by client and by obligation.
Schedule
02 / 0511:00
Adren knows which document is missing for each deadline and asks the client on WhatsApp.
Spotted by the Shadows
Keying in what the XML already has
03 / 0515:00
Bank movements are matched against the CFDI files and left as a draft for your team.
Hi, is my fee payment still pending?
Yes, this month's invoice is still open. When can you pay?
We'll pay it tomorrow
Thanks, I'll note the payment promise.
04 / 0518:00
Stepped reminders to clients who owe; you decide the delicate cases.
Today's list
05 / 0521:00
The draft close is put together and the accountant in charge reviews it first thing.
Accounting Firm
Money leaks when the team keys in by hand what already sits in the XML, when the retainer stops covering the hours you really work, and when collecting fees always comes after whatever is urgent. And the document a client did not send in time turns into a rush at month end.
The client asked for «just one more thing» many times and the fee stays the same. The Shadows cross, read-only, the hours your team logs with what each contract says.
Fee invoices go overdue because chasing the client is never the urgent thing. The Shadows list balances by client and how long each one took to pay.
Team hours spent typing invoices and bank movements that already exist in the CFDI and the bank statement. The Shadows measure how long passes between a document arriving and being recorded.
The client did not send the bank statement or the invoices and the filing is put together in a hurry. The Shadows compare each client's obligations calendar with what has already arrived.
What Adren does
What we usually build first for a business like yours:
With your approvalFeatured
It crosses real hours with each client's fee, detects underbilled retainers and drafts the adjustment proposal; the partner validates hours and fees before it goes out.
Waiting for your approval
Send retainer adjustment proposal to Client 4
Their real hours exceed the agreed fee
Today's list
It categorizes transactions, reconciles and leaves a draft close; the accountant in charge reviews it before it is accepted.
Today's list
Conversation
It reminds clients of pending fees with staged messages based on each client's payment history; you approve the tone and the delicate cases.
Hi, is my fee payment still pending?
Yes, this month's invoice is still open. When can you pay?
We'll pay it tomorrow
Thanks, I'll note the payment promise.
Schedule
It knows which documents are missing for each deadline and asks the client for them in time.
Schedule
Today's list
It sorts incoming email and CFDI invoices by client and obligation so nobody has to hunt for them.
Today's list
Ask Adren
Type the question the way you'd ask your manager. Adren answers with what it saw in your operation and what it proposes; the decision is yours.
YouWhich clients are costing me unbilled hours?
On some retainers, real hours have passed what was agreed. I drafted an adjustment proposal per client for the partner to validate before it goes out.
How it works
The Shadows read your contracts, hours, invoices and emails, read-only; the Company Brief shows which retainers and collections are leaking, using your own firm's baseline; then the agents act with the partner's approval and Monthly Care measures what was recovered.
Read your operation, read-only. They change nothing.
The map of your business and where the money goes.
Act with your approval. You decide what turns on.
We measure, adjust and look after it every month.
With what you already use
Shadows, read-only
Read the way you keep it today.
You approve every action.
Made to measure
What gets turned on depends on how you run your clients, your contracts and your accounting system. A two-accountant firm with a shared folder does not get the same setup as a firm with several offices, approval policies and an ERP that closes feed into.
Packages
All three are made to measure. They differ by size and complexity, not by a fixed list of features.
1 business
One business · your ERP and systems included
For a small firm, we would usually start with the overnight close, the WhatsApp collector and the live tax calendar.
Several locations
Several locations or more complex processes
For a firm with more clients and staff, we add the email and CFDI inbox, retainer repricing and a capacity view by team.
The whole operation
The complete operating system
For firms with several offices, the complete system: approval policies, a connection to your ERP and agents trained on your own processes.
What we measure
Measured from your own baseline. It is not a promised result.
From the hours your team already logs, crossed with the contract and the invoice. We do not infer them from email activity, because that does not prove work. If you do not log hours today, the Company Brief tells you what your team would need to start recording.
The accountant in charge and the partner. The agent leaves draft closes and adjustment proposals, but the accounting classification, anything filed with the authority and any change in fees is decided by a person.
They stay. Adren reads your accounting system, your spreadsheets and your folders, and works on top. What changes is that the draft arrives already assembled, not that you migrate your books.
See Adren working in your business
For accounting firms and bookkeepers with a client portfolio