Organize client documents
Match invoices, statements and contracts to the right client and period. Identify missing documents against your checklist, then draft information requests and follow-ups for approval.
Accounting & Tax
Less preparation work.
More time for your expertise.
Feza helps accounting, tax, payroll and audit teams use AI for repetitive preparation work. Get files ready for review and give your team more time for clients and professional judgment.
Connected to your software. Guided by your methods. Approved by your team.
Your firm’s expertise.
Repeatable ways of working.
Reading an invoice is only one step. The work is linking it to the right file, comparing it with records, resolving missing information and getting it ready for review.
With Feza, we build workflows around your accounting software, spreadsheets and document stores. Your approved methods and client-specific instructions guide the work, so your team does not start from scratch each period.
From documents to reports.
Six practical workflows.
Workflows we can configure together around your services, information sources and approval rules.
Prepare entries and payroll inputs
Structure receipt and invoice data and prepare coding suggestions using client-specific account mappings. Flag missing or unusual items in time and pay data for review.
Surface reconciliation differences
Compare bank, customer, vendor and accounting records. List unmatched transactions and amount differences with their supporting documents, then prepare clarification requests.
Prepare close and reporting work
Build calculation schedules and checks using approved rules. Flag inconsistencies in trial balances and financial statements, and prepare period comparisons and draft management reports.
Prepare tax and filing work
Bring together documents and schedules for tax returns, VAT reviews and statutory filings. Surface gaps and differences from the underlying records for specialist review.
Document audit work
Match records with supporting evidence using the audit steps you define. Prepare source-linked workpapers and track open review points and their owners.
Professional judgment stays with you. Tax positions, evidence sufficiency, filing approval and audit opinions remain with appropriately authorised professionals.
Different services.
The same care, your own methods.
Accounting firms
Document collection, entry preparation, account reconciliation and pre-filing checks. Keep files organised through busy periods.
Tax advisory firms
Document and schedule checks for VAT reviews, statutory filings and advisory work. See gaps and unresolved differences before specialist review.
Independent audit firms
Document-based tests, financial statement checks and source-linked workpapers. Preserve your methodology, professional judgment and approval responsibilities.
Control and security
Traceable work in every file.
People at every critical decision.
Keep client information separate
Define access by client and file. Each team works only with the information and documents it is authorized to use.
Keep methods and sources visible
Configure checks around your approved procedures. Keep supporting evidence, calculation steps and review notes traceable in the workpapers.
Preserve systems and approval rules
Your accounting and audit platforms remain the main source of records. Set approval steps for record changes, sensitive client communications and final outputs.
Control data and model choices
Feza is designed to keep persistent workspace data in the European Union. Processing locations, retention terms and external model access follow your organisation’s policy and are recorded. Feza supports your GDPR processes through data minimisation and controlled access; lawful processing and compliance decisions remain your organisation’s responsibility.
Start with one file.
Expand with measured results.
We configure the workflow, train your team, and monitor adoption and quality with you.
Choose a task and baseline
Select a reconciliation, VAT refund check or audit test. Measure preparation, review and rework time before the pilot.
Configure your methods
Define client instructions, data sources, permissions and approval points. Set up the connections needed for that scope.
Test and prepare your team
Replay historical files and check outputs against their sources. Provide role-specific training and deploy with human review.
Measure and expand
Track quality, adoption and rework. Measure client or authority waiting time separately, then validate results on a second file before expanding.
FAQ
No. Your accounting, payroll, tax and audit platforms remain the systems of record. Feza supports document preparation, reconciliation, review and follow-up around them.
Start with one measurable file or task, such as document collection, account reconciliation, a VAT review or an audit test.
No. Tax positions, filing approval, evidence sufficiency and audit opinions remain with appropriately authorised professionals.
Access is defined by client, file and role. People can reach only the information they are authorised to use, while actions and approvals are recorded.
No. Feza supports your GDPR programme with data minimisation, role-based access, human approval and auditable records. Your organisation remains responsible for lawful processing and compliance decisions.