Accounting firms: every client’s expenses on one screen
With dozens of clients, the hard part is not classifying but knowing where the work is. This is how Taktiko organises it.
All clients in one account
Each client connects with their own myDATA key. The companies list shows for each one what is pending, what needs a check, what is left to send and what AADE rejected, and you open any of them in one click.
Your team, with permissions
- Full access: approves and sends to myDATA.
- Read-only: sees without changing anything (e.g. the client themselves).
- Full access asks for confirmation, because it allows submissions to AADE.
Alerts before it becomes a problem
- Duplicate invoices (same number, or same amount within a few days).
- Invoices of the month not sent as the VAT deadline approaches.
- Classifications rejected by myDATA, with the reason.
- A supplier who invoices every month and has not this month.
- A credit note without its original invoice.
A summary every Monday
Every Monday morning an email arrives with what is ready to approve, what needs a check and the week’s alerts. The client can receive it too.
Without changing software
Taktiko works on top of myDATA, alongside the ERP you already use. No data migration, and you can export everything to CSV.
See the demo →How the AI works →Taktiko for accountants →
Start with a few clients
Connect your first clients and see in a few minutes where the work is. Free during the launch period.
Start freeA description of how Taktiko works. The final decision on every classification is always yours or your accountant’s.