Every fwd:accountant engagement runs on a written SLA. It's what makes the relationship a service contract instead of a promise. Every metric is measured monthly. Miss one, you get a service credit. Miss three months in a row, you can leave without penalty.
If we miss any monthly SLA target, you receive a service credit applied to the next invoice. No paperwork on your side.
A qualified accountant reviews and signs off on every entry before it lands in your administration. Accountability stays with humans, not AI agents.
100% of client data is yours. Full export anytime in standard formats. 30-day extraction window on termination, then a deletion certificate.
You point us at your software and your clients. We provision your firm's subdomain, set up white-label branding, integrate with your accounting stack, and map your chart of accounts. At the Scale tier, you're live within one week.
At the Scale tier. Smaller tiers run 2 to 4 weeks. No DNS work, no IT involvement on your side.
Your firm gets its own portal at yourfirm.fwd.accountant. Clients sign in there, see your logo, and never see fwd:accountant.
Your logo, your colors, your firm's name across the portal, the dashboard, and every notification. We match your existing brand assets.
All chases, reminders, and statements are sent as your firm, from yourfirm@fwd.accountant. Clients reply to that address and our system routes them. They never see us.
We connect to Twinfield, Exact, Xero, QuickBooks, and others. Our AI agents write entries directly into your existing software. No migration, no parallel system.
We map our categorisation model to your firm's chart of accounts and your client-specific conventions. Categorisation accuracy starts at 99% from day one because the mapping is yours.
Once you're live, the system runs continuously. AI agents process the volume. A human manager owns the exceptions. Your team reviews, signs off, and meets the clients. There is no month-end scramble because there is no month-end backlog.
Document intake, OCR, categorisation, matching, journal entry drafts, and automated chase sequences. Continuous, with no working hours.
Reviews the exception queue, handles edge cases, signs off on AI work before it ships, feeds corrections back into the training data.
Period analysis, tax filings, advisory, year-end statements, and the client relationship. The high-value work that justifies your fees.
Every touchpoint is white-labeled. Clients sign in at your subdomain, receive emails from your firm's address, and talk to a contact person who works for fwd:accountant but appears as part of your team. We are invisible to the end client by design.
See what your clients see, with a real firm →Your subdomain. Your sending address. Provisioned on day one of implementation.
A 30-minute walkthrough is enough to see whether the numbers work for your firm.