AI by industry · Accounting firms
A dashboard for accounting firms
A dashboard for an accounting firm shows every client and what is open: documents owed, returns in progress, invoices unpaid, deadlines coming. It updates itself from email and the document folder, so the question “where does this client stand” has an answer in seconds, not a hunt through three systems.
Map your firm: see what could run on its own
Enter your website. The Brain reads it and shows every step of your accounting firm that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
One page per client
Entity type, services, who handles them, what is owed, what was said in the last email. When a client calls, the whole picture is already open.
Notes from calls and emails land on the same page, so a client never has to repeat themselves to a second person, and a colleague covering for you can pick up the thread without a handoff meeting.
A firm-wide view
Returns by stage, outstanding documents by client, and unbilled work by person. Partners see where the firm is stuck without asking around.
Westward builds these as custom systems on the firm’s own accounts.
Keep access tight
Not everyone needs to see everything. Set who can open which client, and know where the data lives.
Sign in with an emailed one-time code, not a shared password, and keep a record of who opened which client. Fewer people with access means fewer places for a mistake.
Picture this
Examples of what it can look like in a accounting firm. Illustrations, not clients.
On a Thursday in March, the board shows which returns are waiting on a client, which on a preparer and which on review.
A partner opens a client page and sees the last email, the open question and the invoice status together.
A list shows clients who were with you last year but have not sent anything yet this year.
Map your firm in Westward’s Brain
Enter your website. The Brain reads it and shows every step of your accounting firm that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
Questions
Do I have to leave my current software?
No. A dashboard can read from what you use today.
Can clients see it?
If you want, a private page can show them their own open items.
Can it track deadlines?
Yes. Filing and payment dates for each client appear on one calendar, with reminders to the person responsible.
More AI for accounting firms
What Westward builds for this
A dashboard that runs itself in similar businesses