Connect your tools
Move client, job, document, and billing details between the software you already use.
SOFTWARE AND AI SYSTEMS THAT FIT YOUR BUSINESS
We build the tech yourteam wishes they had
Calyer connects the tools your team already uses, automates the repeat work, and gives everyone one place to run the process.
Client portalDocuments received
AccountingTransactions
DocumentsWorkpapers
app.calyer.ai/clients/northline
CLIENT
CLIENT ITEMS DUENorthline Accounting & Advisory
August close
AI AGENTAgent completed 10 reviews overnight
4 pending your signoff
PERIODAugust 2026
OWNERMaya
REVIEW2 items open
Close progress
Documents received18 of 19
Transactions matchedComplete
Exceptions reviewed2 open
Client reportWaiting
CalendarClose date
Team chatReviewer notes
EmailClient replies
Keep the tools your team already uses
EmailCalendarsAccountingDocument storageSpreadsheetsClient portalsTeam chatEmailCalendarsAccountingDocument storageSpreadsheetsClient portalsTeam chat
WHO WE HELP
What this looks likefor your business.
See how Calyer fits the way your business works.
ACCOUNTING, FINANCE, AND LEGAL
Professional services
Give client work one clear path from intake to billing.
See where Calyer fitsTeams
- Accounting and advisory firms
- CAS, bookkeeping, and fractional CFO firms
- Tax firms, CPAs, and EAs
- Law firms and legal ops
Work
- Client intake and document requests
- Monthly close and review queues
- Engagement letters and approvals
- Billing and client follow-up
One client from request to invoice
01Client request02Documents checked03Work completed04Invoice sent
HOW IT FITS
Connect the stepsbetween your tools.
Calyer checks what came in, routes the next task, and leaves approvals with your team.
MONTH-END CLOSE IN PROGRESS
Your tools send updates
Client portal
Email
Accounting
Calyer checks the work
Documents complete
Exceptions assigned
Deadlines clear
Your team approves
01Review exceptions
02Approve report
03Send to client
WHAT WE BUILD
Build what is missing.Automate the rest.
Calyer builds the shared views, forms, and connections your team is missing, then automates the steps people repeat.
Run the work in one place
See what is ready, what is waiting, and who owns the next step.
Automate repeat work
Prepare requests, checks, updates, and drafts. Keep the final decision with your team.
EXAMPLES
Platforms we'vealready built.
Both came from accounting work. The systems are real; names, volumes, dates, and results are illustrative.
01
Tax return review
Works with UltraTax, Drake, TaxDome, and the tools your firm already usesReturn uploaded
Checks prepared
Exceptions reviewed
02
Bookkeeping classification and review
Works with QuickBooks, Xero, and the tools your firm already usesFiles uploaded
Transactions classified
Exceptions reviewed
OUR PROCESS
We build aroundyour business.
Bring us one recent job, close, or review. We map the steps, build the first system, and improve it with the people who use it.
0103
Map the work as it happens
Walk through a recent client, job, close, or review. Show us where the work stops or gets repeated.
- Use a recent example
- Show each tool and handoff
- Name the checks and approvals
0203
Build the first system
Calyer connects the tools and gives the team one place to run that work.
- Keep the tools that work
- Build only what is missing
- Leave key decisions with your team
0303
Improve it, then add more
We fix what gets in the way, then take on the next process the team wants fixed.
- Watch how the team uses it
- Check each connection
- Add the next useful process
SECURITY
Security built into every system.
Control access to the work, protect sensitive data, and keep important actions with a person.
See our security approachApproved access
Only the people you approve sign in and see the work meant for them.
Encrypted data
Sensitive data is encrypted while stored and while moving between connected systems.
Human approval
Sensitive actions require review before they move forward.
Activity history
The system records key changes and approvals for a clear record of what happened.
TALK TO US
What should workbetter?
Tell us what you want to connect, build, or automate. We will reply with a clear next step.
amol@calyer.ai