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Accounting, legal, consulting

Contracts that remind you, hours on the record, fees collected on schedule

One record per customer, service contracts that remind you before they expire, hours logged per task. The customer transfers a fee and SB matches it to the fee.

Gia Bao Co. services
  1. Milestone 1 · Receive files and books
  2. Milestone 2 · Review and lock opening balances
  3. Milestone 3 · Finalize the quarterly report
Contract HD-112 expires in 30 days
Illustrative data

Sound familiar? Flip a card to see how SB handles it.

Accounting, legal, consulting: one business cycle on SB

Customers message on every channel, contracts expire in silence, and at month end nobody knows who spent how many hours.

  1. A customer asks about documents on Zalo, three people read it, and nobody replies.

    Zalo OA and Messenger messages land in one inbox. Your people read, reply and press Send. There is no bot.

    InboxCustomers
Inbox
Zalo OAVan Hieu · Gia Bao Co.

Do you offer full-service accounting for a company of 15 people?

Yes, we do. I will send you the list of documents to prepare right now.

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Step 1/7
CustomersWorkMoneyGrowthStep 1: A customer messages, a record starts1Step 2: Service quotes2Step 3: Do not let customers go cold3Step 4: Contracts remind you before expiry4Step 5: Hours logged per task5Step 6: Collect fees on schedule6Step 7: See cash coming in ahead of time7CustomersWorkMoneyGrowthStep 1: A customer messages, a record starts1Step 2: Service quotes2Step 3: Do not let customers go cold3Step 4: Contracts remind you before expiry4Step 5: Hours logged per task5Step 6: Collect fees on schedule6Step 7: See cash coming in ahead of time7

What SB changes: Accounting, legal, consulting

My tasks
  • Review Gia Bao Co. books · 6.5 hours loggedToday
  • Send supplementary documents to Minh Tam Co.Tomorrow
  • Draft advisory opinion for Hoang Long Co. · 2 hoursThursday
Illustrative data

Hours logged per task

Every task has an owner, a deadline and logged hours. Overdue tasks are flagged to the owner.

Payment
Gia Bao Co. · November feeVND 3,000,000Reference: SB0112 T11Awaiting payment Paid · auto-matched
Illustrative data

Fees collected on schedule, auto-matched

When the customer transfers the right amount with the right reference, SB matches it to the fee. Anything off waits for your manual review.

Overview
Tasks this week38
Contracts expiring soon4
ReceivableVND 18M
Forecast cash in by week
Illustrative data

See cash coming in ahead of time

Forecasts of cash in and workload, plus alerts on receivables and stalled opportunities, drawn from your own data.

Frequently asked questions

What does SB handle for my office?

The running of your service business: customers, quotes, contracts, tasks, hours and money collected, in one system. The professional work you do for your customers, you keep doing in the tools you already use.

What are the hours logged in SB used for?

Hours are logged by project and by task, tied to the customer and the contract, so you know how much effort each customer takes. These are hours per task, not clock-in and clock-out by shift.

What if a customer transfers a fee and forgets the reference?

SB auto-matches only when both the reference and the amount are right. Everything else goes to a queue for your manual review, so nothing is recorded wrongly.

How do I get started?

You sign up yourself and start the free trial right away, with no demo to book and no call. SB sets up your workspace for project-based services, so you add your customers and go.

Try it for your office

Sign up, pick your trade, and SB sets up templates and terminology that fit your business.

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