Professional services
A working app for accounting and bookkeeping firms
Prioritise client work, missing records, lodgements and fees by deadline.
Sample scenario: Leila, the client manager, is responsible for LD-731. A missing bank record is holding the final review and its related fee. Fees ready to issue: $18,600. Client record due Friday.
- Fees ready to issue
- $18,600
- What it replaces
- 7 working screens, one system
- The build
- Yours in about a minute
Work queue
Returns, BAS, payroll, reconciliations and review deadlines. LD-731: A missing bank record is holding the final review and its related fee. Client record due Friday. Fees ready to issue: $18,600.
A missing bank record is holding the final review and its related fee.
- Fees ready to issue
- $18,600
- Deadline
- Client record due Friday
Client deadline and evidence desk
LD-731 | Client record due Friday
LD-731 month-end review
LD-731-01 · A missing bank record is holding the final review and its related fee.
- Primary evidenceVerified
- Commercial positionVerified
- Outstanding evidenceRequired
- Decision rationaleDraft
- Case opened · Recorded
- Evidence compared · Current
What this working example shows
Work queue
Returns, BAS, payroll, reconciliations and review deadlines.
Client file
Entities, contacts, lodgement history, authorisations and open queries.
Review
Working papers, reviewer notes, evidence and sign-off.
Fees
Fixed fees, recurring packages, out-of-scope work and debtors.
Lodgements
Returns and statements by due date, status and reviewer.
Capacity
Team workload across month-end, payroll and lodgement deadlines.
Client portal
Requests, supplied records, approvals and recent correspondence.
Questions this app can answer
Decisions grounded in the same operating record
What is holding LD-731, and who owns the next action?
What in client file needs attention next for LD-731?
How does review affect fees ready to issue?
What changed across fees since the last review?
The assistant reads the same fictional records visible in the app, so an answer can lead directly to its screen, owner and next action.
Before you build
Questions about software for accounting and bookkeeping firms
What does software for accounting and bookkeeping firms cover?
Prioritise client work, missing records, lodgements and fees by deadline. This working example connects work queue, client file, review, fees and lodgements.
How does the work queue screen work?
Returns, BAS, payroll, reconciliations and review deadlines. The sample follows LD-731, owned by Leila, the client manager. A missing bank record is holding the final review and its related fee.
What can the built-in AI assistant do?
It works from the same fictional records shown in the app. Try "Open a record in Client file" or ask it to resolve the missing client record.
Can ALEA adapt this example to our business?
Yes. Enter your website and optional notes. The Studio starts from the example's work queue, client file and review structure, then applies your business name, services, language and brand. Work starts only after you submit the form.