Era for your accounting firm.
Monthly bookkeeping fees invoiced automatically, new-client documents by link, the tax calendar as standing tasks and clients’ questions in one inbox.
Is your work spread over 8 tools that don’t know each other?
Bookings in one place, messages in another, payments in a sheet. A change stays in one tool before it reaches the people who need it.
Tool logos are examples; they imply no partnership or endorsement.
Era brings them into one place. A few of the apps you can connect
All apps- WhatsApp Business
- Facebook Messenger
- Gmail
- Google Calendar
- Google Business Profile
- Outlook
- iyzico
- PayTR
- Stripe
- Paraşüt
- Uyumsoft
- Google Drive
- Google Sheets
- Microsoft Teams
- Telegram
Logos show apps you can connect; they do not imply a partnership.
Same week. Same team. A different day.
The filing calendar is the same every month, yet clients’ documents are always late; collecting invoices, statements and payroll is half the work. Monthly fees are invoiced on schedule.
Accounting firm: the same work, today and with Era.
- Today: Lost requests. A client’s email never got onto anyone’s list. — Era: Shared inbox. Email and WhatsApp in one inbox; requests go to the right person.
- Today: Hunting documents. Which version is latest and who changed it is unknown. — Era: Documents on the file. Documents live on the client file, with their history.
- Today: Quote approval. An approved quote never became an invoice. — Era: Quote to invoice. An approved quote becomes an invoice in one step.
- Today: Collections. An overdue invoice was spotted at month end. — Era: Due-date follow-up. Due invoices are reminded; payments land on the card.
Drag the line or use the arrow keys. Example scene.
One workspace. Your whole business.
Setup switches 9 sections on together: sales, catalog, subscriptions, document requests and more. The table is a sample filled with the setup’s real services.
Sales/Open mattersReady for accounting firm. Working from day one.
Everything switched on at setup comes from this business type’s own list: services, teammates, workflows and sections.
Workflows that run themselves
Wired to real events; switch them on, off or change them in plain words.
Your price list, ready on day one
It arrives as a sample; replace it with your own services and prices in the first step.
Accounting firm
Your teammates are ready
They work by your rules and ask you first before messaging, paying or deleting.
Ask your workspace
Ask a question; get the answer with the records behind it.
What’s still unpaid this month?
Four invoices are overdue, two from the same client. I’ve drafted reminder emails and will wait for your approval.
Sections on from day one
9 sections switch on together; turn off what you don’t need, add more later.
Before you start
Each client has a monthly fee subscription (Finance → Subscriptions). Every month an invoice is issued and emailed automatically; Finance → Receivables shows who has not paid.
The checklist (tax certificate, signature circular, trade registry gazette…) is ready. From the client’s lead choose “Send upload link”; you are told when each one arrives.
Yes — on the 10th you get the document-collection task and on the 22nd the payroll, withholding and VAT task. Change the days in Workflows.
The client desk answers deadlines and document questions; anything about tax amounts or penalties goes to the responsible accountant.
Sales, Catalog, Subscriptions, Document requests, Invoices, Inbox, Reports, Website, AI; 4 ready services and products, 3 teammates, 5 workflows, 14 notification rules and a website theme.
Yes. Switch on “start with sample data” during setup to get realistic customers, records and history; remove them in one step when you are ready.
Keep client files, quotes and invoices together.
Describe your business in a sentence and Era sets up services, teammates and workflows to match. It runs on your own AI subscription.
Start with Era