For agencies

From company creation to day-to-day administration, you support your clients every day.

Fewer follow-ups. Fewer scattered files. Client work ready earlier.

SiapFlow centralizes tracking between your agency, accountants and clients. You know what is moving, what is blocked and who needs to act.

Try for free

Operational preview

What deserves attention today

Agency view

To process

Client action needed

Overdue

Quarterly cycle

Q2 2026 · Financial tracking

Ready for accountant

Annual report

2025 · Financial tracking

Client action needed

Historical import

2024 · Full year

To review

See SiapFlow in action

Built from international accounting & financial systems experience

United States · France · Monaco · Malaysia

Mid-sized business example

Up to 300 h / monthoperational work saved

+IDR 15M / monthpotential additional revenue through client recharge

The daily problem

Keeping track of client progress shouldn’t require constant follow-ups.

Many agency clients already want a simple way to track income and expenses throughout the year. Without a dedicated workflow, every client sends information differently across WhatsApp, Excel, PDF and email—turning reporting periods into a chase for files and follow-ups.

Before SiapFlow

With SiapFlow

Before SiapFlow

Every client sends information differently

Income, expenses and supporting files arrive through different formats and channels, so the agency has to reorganize them before the work can start.

With SiapFlow

One clear preparation and follow-up flow

Clients know what to provide, the agency sees what is still missing, and follow-ups can run automatically.

Before SiapFlow

Finding the latest client file

The team has to work out which message, spreadsheet or PDF is the latest version before moving forward.

With SiapFlow

The client file and history stay together

Files, useful exchanges and decisions remain attached to the same client record.

Before SiapFlow

Reporting pressure arrives all at once

Missing documents and late responses often become visible only when the reporting window is already tight.

With SiapFlow

Missing items surface sooner

Missing documents and pending approvals are visible before they slow preparation down.

Start with the need

Modules designed around the agency’s real work.

Start with the need that matters most to your agency. Each module fits into the same client file and the same operational follow-up.

Available

Ongoing preparation

Financial tracking

Structure quarterly and annual preparation so the client knows what to prepare, the accountant what to review, and the agency where to step in.

The client knows what to prepare and when to act.

The accountant clearly sees the files that need their action.

The agency follows progress without multiplying reminders.

Available

Bring the past back in

Historical import

Take over a client’s history without starting from zero. Previous years are imported, reviewed, then connected to the client’s financial file.

One complete financial year is handled at a time.

Review and corrections stay in a clear workflow.

Historical data joins the client’s financial file.

PRICING, EXPLAINED

Want to understand exactly how SiapFlow pricing works?

See the live Financial Tracking price, additional-user rule and Historical Import add-on in one concise guide.

Understand pricing

How it works

One workflow for the client, accountant and agency — without losing track of the file.

The client prepares, the accountant reviews, and the agency steers. Everyone knows what to do without going back through WhatsApp, Excel and scattered exchanges.

Client — prepares their file throughout the year

Income, expenses, files and requested information stay together in one clear workspace, with a visible next action instead of repeated explanations.

Accountant — reviews a structured file

The accountant finds a clearer file, sees what is ready, what still needs correction and where professional review is actually required.

Agency — manages the portfolio

The agency follows client progress, reduces coordination time and, when relevant, can include and recharge SiapFlow in its own offer to strengthen its premium positioning.

Your free trial

Try SiapFlow with your agency.

Tell us about your agency and your needs. We will set up a free SiapFlow trial with you around a real workflow from your client portfolio.