PalThe chasing and the comms, handled. You do the accounting.
Accountancy practices lose hours to the same loop: chasing clients for records, fielding the same questions, and keeping month-end moving. None of it is the skilled work, and all of it eats the people who do the skilled work.
The jobs worth handing over.
Document and record chase
Pal knows who owes what and when. It chases clients for the missing records, politely and persistently, and stops the moment they deliver.
Client questions
The recurring "where do I find", "what do you need", "has this been filed" questions. Pal answers from your process and your data, and escalates the ones that need you.
Month-end and deadlines
VAT, payroll, filing dates. Pal tracks the calendar across the client book and keeps the work moving before anything slips.
Onboarding new clients
Engagement letters, AML basics, the information request. Pal runs the checklist so a new client starts clean without a partner doing data entry.
It works where you already work.
We connect Pal to the tools your accountancy business runs on, and we keep those connections maintained. If it has an API, we can wire it in.
See all integrations →One job first.
Start with document chase. It is the most hated job, the easiest to measure, and the one that frees the most senior time.