Collect and route
Supplier invoices, bank statements, expense reports and supporting documents are received, sorted by document type and routed to the right processing.
See how it worksFiduciary solution
Your mandates move forward.
You steer the files.
Pinnokio links your clients' activity to your firm's work. Document collection, accounting processing and exchanges follow the rules of each mandate, with your approvals.
Accounting production follows your organisation
Apply learned rules
For each supplier, Pinnokio learns the signature, the accounts and the VAT, then replays them. A new case is handled with care, then learned.
Use case: from invoice to journal entrySet approvals per mandate
Which operations go through on their own and which need your approval: these thresholds are set mandate by mandate, from the cockpit.
See how the cockpit worksTwo roles, one coordination per file
The fiduciary firm steers. Your client's Pinnokio acts within its own environment. You choose the role and the level of involvement for each file.
Pinnokio on the firm's side
Several files at once, project follow-up, rules specific to each client.
Pinnokio on the client's side
It knows the company's context, uses the authorised tools and carries out actions within the file.
Active mode
It reacts to events and coordinates actions according to context and permissions.
On-instruction mode
It acts as a deputy: it waits for your instructions, then carries out the requested actions.
Example: the missing document
A document is missing for a bank reconciliation. The firm requests it in the portal, the client uploads it securely, and the document returns to the file's processing flow. No more printing and rescanning.
The portal extends your client relationship
A space dedicated to your clients, at your firm's address, to respond to your requests and follow their situation.
Requests and secure upload
You open an item, the client replies or uploads the document, with reminders. The document goes back into the file's processing.
Discover the client portalPosition and archives
Client dashboard: pending requests, income, cash position, ageing report for customers and suppliers, archives published by financial year.
In your firm's colours
The portal carries your fiduciary firm's name and colours.
Firm assistantComing soon
A Pinnokio installed in the portal, which knows the firm's context, explains complex cases in plain terms and supports the client in their own language.
Discover the firm assistantOne cockpit for the whole portfolio
All your mandates in one place, without mixing your clients' data.
Mandate portfolio
Balances, items to handle, a sheet per mandate with an activity log.
Discover the cockpitTeam and assignment
Each team member receives their mandates; approvals follow this assignment.
Activity counters
Documents processed, consumption and metered pricing, per mandate.
Several companies, several mandates
This is the territory of the fiduciary module: a firm manages several mandates, and sometimes several companies of the same client.
Dialogue between agents
The firm's Pinnokio asks the client's Pinnokio a question; the answer comes back in the file's thread.
Multi-company reporting
A client owns several companies with intercompany current accounts: the central agent asks each one for a precise report, gathers the answers and coordinates the reconciliation or consolidation.
See the mandate cockpitGuide your clients towards the future
Budgets, forecast and cash flow
Pinnokio combines accounting, projects, CRM and your data to help your clients anticipate rather than look back.
See forecastsOur vision: the Fidtech
We call Fidtech a fiduciary firm whose execution relies on sequences of automated, chained and learned tasks. The professional organises the processes, defines the rules, supervises exceptions and contributes their expertise.
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Client portal
A space for your clients: requests, secure upload, financial position, archives.
Mandate cockpit
The whole portfolio: mandates, team, rules, client access.
Firm assistant
A Pinnokio in your clients' portal, with your firm's context.
Our vision: the Fidtech
The fiduciary firm whose execution is chained, supervised and learned.
Frequently asked questions
How does Pinnokio handle clients who don't all work the same way?
Pinnokio works per mandate: one client sends invoices at month-end, another only a bank statement, a third needs reminders. Learned rules (suppliers, accounts, VAT) and approvals are specific to each file, without mixing data between clients.
How can entries be proposed when the client only sends bank statements?
Pinnokio relies on the history of movements already booked to suggest the accounts to use, through rule-based scoring. Suggestions remain subject to approval and do not rely on a language model alone.
What is the client portal?
A space in the firm's colours where the client replies to document requests, uploads documents securely and views their situation (income, cash position, ageing report, archives). A personalised assistant is announced as an upcoming feature.
What is a Fidtech?
It is our name for a fiduciary firm whose organisation and execution rely on Pinnokio: the professional keeps control (processes, rules, exceptions, advice) and delegates a growing share of execution.
Can a firm's clients see other clients' data?
By design, no: data is partitioned by company and by mandate, and the client's access to the portal is limited to their own file.
Pricing
How much does it cost?
You pay as you go, in credits, with no mandatory subscription. Here is the order of magnitude.
- Supplier invoice processed
- 65 credits
- Bank transaction reconciled
- 35 credits
- Document routed
- 15 credits
- Assistant interaction
- ~3-5 credits
5'000 credits offered on sign-up, no credit card required.
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How it works
Context, capabilities, rules and approvals: what makes it possible to do almost anything.
Use cases
Concrete scenarios, from the document to the journal entry.
Modules
What is available, country by country.
Pricing
Pay for what you use, in credits.
Blog
Guides and analysis for fiduciaries and SMEs.
Other journeys
Your firm shares in the value it creates
With the partner programme, your fiduciary firm receives a share of the AI consumption of its mandates, on top of its fees.