Accounting & finance software

Software for the modern practice.

ScaleCompta is building a connected ecosystem of software for accounting practices, accounting, finance and the teams behind them. Start with ScaleCompta Workflow today.

ScaleCompta Workflow available today · More products in development
.scalecompta.com
Dashboard
Requests Client
Clients
Tasks
Obligations
Hello, Mohamed
Practice overview
Tasks TODO 128
Tasks DONE 80
Tasks archived 100
Team workload
Upcoming
24 deadlines

Built for the accounting & finance ecosystem

PRACTICE ACCOUNTING FINANCE PAYROLL

One company. A growing family of products.

Start with the tools available today and follow the products we're building for the future of accounting and finance.

Available now

ScaleCompta Workflow

Practice-management software for managing clients, tasks, obligation-driven workflow automation, documents, requests and your entire team.

Coming soon

ScaleCompta Accounting

A modern accounting platform designed to simplify bookkeeping, reconciliations, financial records and reporting.

Future

More from ScaleCompta

We're exploring additional products that connect the accounting and finance workflow into one unified ecosystem.

Tell us what you need →

Everything your practice needs.

Our first product brings the daily operations of an accounting practice into one central workspace.

Client Management

Keep client profiles, contacts, services, communications and important information organized in one place.

Tasks & Obligation Automation

Create reusable obligation templates, assign them to clients, and automatically generate the tasks and due dates required to keep every engagement on track.

Team Collaboration

Keep conversations connected to the work with comments directly inside client requests and tasks. Share updates, ask questions and keep everyone aligned in one place.

Document Management

Collect, organize and securely share documents without chasing clients through email.

Client Requests

Request documents, information and approvals directly from your clients. Bookkeepers and collaborators can create, assign and track client requests until everything is received.

Client Portal

Give clients a secure place to access requests, upload documents, view tasks and communicate with your team. Keep everything they need in one simple, organized portal.

Know every client. Never lose context.

Give your team a complete view of every client, from services and deadlines to documents, conversations and outstanding work.

  • ✓ Centralized client profiles
  • ✓ Client contacts and relationships
  • ✓ Client activity timeline
  • ✓ Secure client communication
Clients + New client
GS
Global Solutions Inc Company · 8 tasks, 3 requests currently open
Active
ND
NextGen Design Company · 4 tasks, 1 request currently open
Active
HM
Horizon Marketing Company · 2 tasks, 0 requests currently open
Active

From client request to completion.

Create a consistent process your whole team can follow.

01

Create

Create client requests and new tasks.

02

Assign

Assign owners, deadlines and responsibilities.

03

Collaborate

Work together with your team and clients.

04

Complete

Finish work, report results and keep clients informed.

Monthly Tax Compliance
Obligation Template
Client
Global Solutions Inc
Automatically generated tasks
✓
Request client documents
Due Sep 03
✓
Prepare tax return
Due Sep 08
3
Review and approve
Due Sep 10
4
Submit to client
Due Sep 12
✓ Tasks generated automatically from template

Define once. Assign to a client. Let the work generate itself.

Create obligation templates that define the work your clients need on a recurring basis. Assign a template to a client and ScaleCompta Workflow automatically generates the required tasks, calculates due dates, and keeps the engagement moving.

  • Create reusable obligation templates
  • ✓ Assign templates to individual clients
  • ✓ Automatically generate tasks and due dates
  • ✓ Keep recurring client obligations on track

We're building beyond practice management.

ScaleCompta Workflow is only the beginning. We're working toward a connected suite of accounting and finance products that can work together instead of living in separate systems.

ScaleCompta Workflow Active
ScaleCompta Accounting Coming soon
ScaleCompta Finance Planned
ScaleCompta Payroll Planned

Choose the plan that fits your practice.

Start small and scale as your practice grows.

Starter

For small accounting practices.

DT 199 / month
Excl. tax
  • Up to 5 team members
  • Client management
  • Client portal (Secure View Access)
  • Task management
  • Document management (Up to 2 Gb)
  • Obligation-driven workflow automation
  • Notifications in-app
  • Free landing page
Get started

Enterprise

For larger practices and networks.

Custom
  • Everything in Professional
  • Unlimited team members
  • Document management (Up to 1 Tb)
  • Advanced permissions
  • Personalized Workflow Automation
  • Notifications in-app & mail & SMS
  • Dedicated support
Contact sales

Questions, answered.

ScaleCompta is a software company building a connected ecosystem for accounting practices, accounting, finance and related workflows. ScaleCompta Workflow is the first product available today.
ScaleCompta Workflow is the product currently available. It helps accounting firms manage clients, workflows, documents, requests client and teams.
Not yet. ScaleCompta Accounting is currently being developed and is listed as a coming-soon product. You can join the waitlist to receive updates.
ScaleCompta Finance is currently in development. The product is planned as part of the broader ScaleCompta accounting and finance ecosystem.
That is the long-term vision. ScaleCompta is being designed as a connected ecosystem so future accounting, finance, payroll and tax products can work naturally alongside ScaleCompta Workflow.
Yes. We welcome feedback from accounting and finance professionals. Join the product waitlist or contact the ScaleCompta team to tell us what you would like to see.

Your practice today. Your ecosystem tomorrow.

Use ScaleCompta Workflow today and join us as we build the next generation of accounting and finance software.