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Early access
MauriAccountsby MauriResources

Still chasing clients for documents?

MauriAccounts runs your firm's month-end: bank statements in, verified reconciliation CSVs out, board packs built from the trial balance, VAT tied to zero — and client follow-ups that draft themselves, with a senior signing off.

Works alongsideOdooXeroQuickBooks OnlineZoho Booksand the rest of your bookkeeping stack.
Command dashboard
12 clients · Jul 2026
01
Coral Bay Trading Ltd
3 docs missingVAT due 20 Jul
priority92
02
Port Louis Logistics Co
Bank rec pending
priority71
03
Tamarin Textiles Ltd
Follow-up awaiting approval
priority58
04
Grand Baie Marine Ltd
Board pack due
priority44
// priority engine · scored 07:0029/29 verified
The month-end today

Your best people do mechanical work.

  • Chasing clients for bank statements, invoices and payroll files — by email, again.
  • Ticking bank reconciliations line by line in a spreadsheet.
  • Rebuilding the same board pack from the same trial balance every quarter.
With MauriAccounts

The mechanical work runs itself.

  • Every client ranked by what needs attention today — one screen for the whole portfolio.
  • Bank statement in, verified CSV out — reconciliation-ready without manual ticking.
  • Trial balance in, board pack out — board-level or simplified, your call.
The workflow

One month-end, four screens.

Captured from the real product. Every client name and figure on screen is fictional demo data.

01 — Command dashboard

Every client, ranked by what needs you today.

The priority engine scores the whole portfolio every morning: missing documents, unreconciled statements, VAT due, stalled follow-ups — so the team opens the day knowing exactly where to start.

Every client, ranked by what needs you today.
02 — Processing pipeline

Drop a bank statement. 29/29 balances verified.

Statements are validated, extracted and verified into your house-format CSV. Zero manual ticking — the pipeline proves its own numbers before you ever see them.

Drop a bank statement. 29/29 balances verified.
03 — Presentation studio

Trial balance in. Board pack out.

Pick a client, pick a template — board-level or simplified — and the pack builds itself, ready to present.

Trial balance in. Board pack out.
04 — VAT reconciliation

Rs 73,161 was hiding under a 0.91 difference.

System export against the filed VAT working, tied to zero. Small headline differences hide big offsetting ones — the reconciliation surfaces them all.

Rs 73,161 was hiding under a 0.91 difference.
The rest of the toolkit

Everything else the month-end needs.

Follow-up composer
Client chasers draft themselves — and nothing reaches a client without senior approval.
Task board
The firm's work in one place, tied to clients and deadlines instead of someone's inbox.
Mobile scan
QR phone-to-desktop scanning: documents split, named and filed into the client's checklist.
Local PDF tools
Split, merge, rotate, compress — processed fully on your machine, never uploaded.
Client checklists
Per-client document checklists so "what's still missing?" is a glance, not an audit.
Hardened sign-in
argon2id password hashing, lockout protection, and an append-only audit log.
Your stack stays

Works alongside the tools your firm already runs.

MauriAccounts doesn't replace your bookkeeping software — it takes over the document chasing, reconciliation checking and pack-building around it.

OdooXeroQuickBooks OnlineZoho Books
The walkthrough

Sixty seconds, real product.

One month-end, start to finish: dashboard, pipeline, studio, VAT — captured from the live product.

All client names and figures are fictional seeded demo data.

Handled with care

Client documents, treated like client documents.

Nothing leaves without sign-off
Every outgoing follow-up sits in a senior-approval queue before a client sees it.
Local by default
PDF tooling runs entirely on your machine — documents are not sent to third parties.
Every action on the record
An append-only audit log records who did what, when — it cannot be quietly edited.
Early access

We onboard a few firms at a time.

MauriAccounts is in early access. That means guided setup with the team that built it, your house formats configured with you, and a product that grows around real firms — not around a feature list.

  • Guided onboarding — we configure your house formats together.
  • A direct line to the team while the product evolves.
  • Terms agreed per firm during early access — no public pricing yet.
See it live

See your month-end run itself.

A 30-minute live walkthrough: your workflows, our screens, real (fictional) data. Limited onboarding while early access lasts.

MauriAccounts: month-end workflow for accounting firms · MauriResources