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Working demo — shown on requestAccounting · Serbia and Bosnia and Herzegovina

A traffic light per client: what is unposted and whose deadline is next

A practice with dozens of clients keeps the state of play in someone's head and in spreadsheets. Here each client's state fits in one row — documents, VAT, payroll, deadline.

How it used to be

  • Each client's state in the bookkeeper's head or in a separate spreadsheet
  • Clients call to ask what is still missing instead of seeing it
  • Deadlines are remembered rather than tracked — so month-end is a scramble
  • Documents arrive by email, by messenger and in an envelope

What it brings

  • One screen instead of a tour of spreadsheets and inboxes
  • You see who is late with documents before the deadline passes
  • Both Serbian and Bosnian rules are supported, including entities
  • The client can get their own overview instead of calling

What is connected

  1. 1The client and their statutory obligations
  2. 2Intake of incoming and outgoing documents and statements
  3. 3A traffic light per client — documents, VAT, payroll
  4. 4Deadlines and reminders before they expire
  5. 5Closing the month once everything is in
  6. 6An archive that stays with the client and the period

An accounting practice is not held back by posting — it is held back by tracking. Ten, thirty or eighty clients, each with their own deadlines and their own pace of handing over papers. The state of play usually lives in one person's head, and that can neither be shared nor handed over.

The application turns that into a traffic light: per client you see what has arrived, what is missing, what is posted and which deadline is next. The month is closed only when everything is in, and the archive stays attached to the client and the period.

It is built as a working application with demo data and supports both Serbian and Bosnian rules including entities. We show it on request and adapt it to how a given practice actually works.

Other cases

Window and door installation · Germany

From the measurement on site to sign-off at the customer

Fish production and sales · Bosnia and Herzegovina

One order — invoice, delivery note, work order and vet paperwork

Shift work organisation

A rota that fills itself, and settlement that goes through approval

Your process is different. That is fine.

None of these systems is a template. Show us how the work runs at your place and we will tell you what can realistically be connected.

Request a process analysis