SMART OPERATIONS FOR BOOKKEEPERS AND ACCOUNTANTS

Client Knowledge, built into every Workflow

From planning to margin, your team’s collective client context is automatically applied at every step — so nothing gets re-explained, re-searched, or missed.

No switching tabs, no digging through email — the right context is already loaded

The Agent who knows the context

USER START

Finwerken detects which administration is active.

DETECT

  • Every exception and client-specific rule resurfaces automatically

  • No searching through old emails or asking a colleague

  • Knowledge stays available even if someone is out sick or has left the firm

PICK UP

AGENT THINKS ALONG

  • Every action stays logged against the client

  • Nothing scattered across inboxes or sticky notes

  • Feeds the Margin insight numbers with real-time spent and real exceptions, not estimates

The correct instructions and tasks are loaded

EXECUTION

Task status, questions, and notes are tracked centrally.

CENTRALLY TRACKED

  • No manual switching or setup required

  • Works across Exact Twinfield Snelstart AFAS

  • Recognizes the active administration instantly, in the background

Everything an office needs to stay aligned

Four interlocking components — no separate tools, no duplicate input.

Planning

Centralized planning for administrations. Determine priorities, set recurring tasks, and track the progress of the entire office even when administrations are processed across different accounting systems.

Instructions

Centrally secure your team's client knowledge. Standardized guidelines are instantly accessible for every administration—ensuring seamless handovers during vacations, sick leave, or staff transitions.

Communication

Keep communication directly within the work process. The Agent lets your team share questions and feedback in the exact context of the client's accounting software, eliminating messy email chains.

Why customers stay

Margin insight

Time spent, results, and invoicing come together as clear guidance for each client. Instantly see where margin is being lost, identify the cause, and make data-driven adjustments to your pricing.

0%

Increase in efficiency

Measured on average across offices within 3 months of implementation

0h / week

Time saved

By office, search, email, and manual transfer

0+

New customers

Average number of extra customers recorded without extra staff

Works with your existing software

The Finwerken Agent automatically detects which package is active - no manual connection needed

"Finwerken didn't just organize us — it enabled us to take on 50 new clients without a single extra employee. The margin transparency alone paid for itself in the first month"

Marian V.

Managing Partner ·
Top 25 Adminstratiekantoor

"For years, our expertise was locked away in people's minds. The Finwerken Agent brought exceptions to light that we weren't even aware of ourselves. Our error rate dropped by 62% in 90 days"

Herman B.

Operations Director ·
Middelgroot Boekhoudkantoor

Frequently Asked Questions

Schedule a short demo and discover within 30 minutes if Finwerken is right for your office.


Ready to see Finwerken in action?