View the portfolio
All mandates with their balances and a "To do" column.
Fiduciaries · Cockpit
All your mandates.
One control centre.
The cockpit brings your portfolio together: balances, items to handle, team, rules and client access. Each mandate remains separate, with its own rules.
The cockpit day to day
Mandate portfolio
- Mandate
- Items to handle
- Assigned team member
Each mandate has its own record: set-up, activity log, open items, discussion thread with the client's agent.
What you do there
Open a mandate's record
Set-up checklist, log, open items, dialogue between your agent and the client's.
Assign to your team
Each team member receives their mandates; approvals follow.
Measure activity
Counters for documents processed and usage, pricing measured per mandate.
Configure the portal
Firm identity, visible widgets, client access and invitations.
See the portal from the client's sideMulti-company reporting
A client owns several companies with current accounts between them: the central agent queries each company's agent, gathers the answers and coordinates the reconciliation or consolidation.
HR templates
Contract and set-up templates that can be reused from one mandate to the next.
Your mandate portfolio
Firm rules, mandate rules, team access
Three independent levels, from the most general to the most specific: a mandate can adapt what the firm has set, without ever affecting other mandates.
1 · Firm rules
Your default way of working: approval thresholds, treatments, templates. They apply to every mandate that does not say otherwise.
Understand how rules nest (Fidtech)2 · Rules for each mandate
What is specific to one client: document frequency, tools, accounting method, approvals. They take precedence over the firm's rules, for that mandate only.
3 · Team access
Who sees and who decides what: each team member accesses the mandates assigned to them, and approvals come to them according to their role.
One hierarchy, full independence
The firm's rules encompass those of the mandates; team access overlays both.
Frequently asked questions
Can I manage several mandates without mixing data?
Yes, by design: each mandate is kept separate, with its own rules and rights. The cockpit presents them together without merging them.
How do I assign mandates to my team?
From the cockpit, each mandate is assigned to a team member; approval cards follow that assignment.
Can a firm rule be different for one mandate?
Yes. The mandate inherits the firm's rules by default and can refine some of them for itself alone, without changing other mandates.
How do clients find me?
A listed partner firm appears in the client-side search for a fiduciary firm: the client sends you a mandate request, which you accept before any access to their file. The partner programme sets out the listing conditions.
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.
Go further
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.