Multi-Client Management
Follow your clients' files in one place.
QUANTA BOOKS · EGYPT
More clients.
Less manual work.
Grow your business, not your team's repetitive tasks.
Every new client means more invoices, documents and accounting work to follow up. Growing your practice does not have to depend on hiring more staff. With Quanta Books, organize your clients' work, reduce time spent on data entry, and give your team more room for review, analysis and client service.
Cloud accounting solutions for accounting and audit firms
01 / LESS MANUAL WORK
You're an accountant…
Not a data-entry operator.
Your time and expertise are too valuable to spend all day entering invoices and following up documents. Quanta helps simplify your everyday work:
Receive invoices and documents from clients.
Extract document data with AI assistance.
Simplify accounting transaction classification.
Organize entries and documents.
Follow financial reports.
Manage multiple clients in one place.
Give your team time for work that needs their expertise.
From repetitive work…
To smarter work.
02 / ONE CONNECTED WORKSPACE
All your clients.
One place.
Easier management for a growing accounting practice.
Instead of scattering each client's data across files and systems, Quanta provides an organized environment for managing multiple companies' accounts.
Client Collaboration
Let clients share invoices, receipts and documents easily.
Role-Based Access
Set access permissions for every team member and client.
Real-Time Reporting
Follow financial data and reports without preparing separate files.
QUANTA / Workspace● Live
▦ OverviewClientsReportsSettings
Portfolio Overview
Clients24
Documents1,284
ReviewActive
Client A● Up to date
Client B● Reviewed
Client C◷ Pending
03 / QUANTA AI WORKFLOW
Let AI help with repetitive work.
From invoice to report… simpler steps.
01
Receive the document
The client uploads an invoice or receipt image.
02
Extract the data
Quanta AI helps read the information in the document.
03
Organize the transaction
Quanta helps classify data and prepare accounting information.
04
Review and approve
The accountant reviews and verifies the transaction before approval, following the workflows available in the system.
05
Follow the reports
Access updated financial information and reports.
AI helps the accountant. The accountant’s expertise guides the decision.
04 / GROW SMARTER
Before you grow your team…
Grow its capacity.
More clients do not have to mean the same increase in manual work. Quanta aims to help accounting practices:
- Reduce time spent on repetitive tasks.
- Organize collaboration between the firm and its clients.
- Simplify following multiple companies' accounts.
- Improve access to information and reports.
- Make more time for review and analysis.
Quanta Books — Grow Your Clients. Not Your Workload.
05 / BOOK YOUR DEMO
See Quanta
in action.
Leave your details and the Quanta team will contact you.
- Manage multiple clients
- Receive documents
- Use Quanta AI to help with invoices
- Follow accounts and reports
- Organize your team's permissions