For accounting firms
Make cash flow a client-advisory moment, dossier by dossier.
A firm does not need indistinct access to client data. It needs a clear view per dossier, explicit permissions and a discussion aid to turn a financial position into a next action.
Firms
Make cash flow a client-advisory moment, dossier by dossier.Illustrative photography
Portfolio
One active dossier, one unambiguous view.
Every company keeps its own boundary. The user selects a dossier, but the server always checks organisation, assignment and permission before showing data.
- Company separation in the data model.
- No implied permission between dossiers.
- Dedicated assignments for firm staff.
Client review
Start with the low point, then explain its composition.
The review centres on risk weeks, important collections and sources to refresh. Client and firm can then discuss an action rather than a total without context.
- Thirteen-week weekly forecast.
- Invoices, commitments and sources linked to the trajectory.
- Confidence level visible when data becomes stale.
Collaboration
Give the right access to the right person.
Firm lead, staff member and SME leader do not have the same role. Tréso makes access explicit instead of inferring it from a shared link.
- Roles and permissions enforced server-side.
- Dossiers explicitly assigned to staff members.
- Traceability of sensitive actions without financial content in logs.
Pilot
Start with a scope that lets you learn.
A sound pilot does not try to connect every tool at once. It validates a review flow, permitted real sources and a decision routine before widening the scope.
- Choose a few dossiers and a clear review cadence.
- Check sources, permissions and recovery cases beforehand.
- Measure quality of conversations, not import volume alone.
See it before you believe it
Explore an explainable forecast in a few minutes.
The demo uses fictional data only. It shows how Tréso brings forward the low point, confidence and action to take.