HomeFor accountants

Partner programme for accounting firms

Complete files from every client, without chasing a single receipt

Your clients photograph, forward and approve their documents in Pilim. You receive categorised entries with the original attached, synced to your accounting software, all year round instead of in a shoebox at quarter end.

Free access for your firm · We onboard and support your clients · A commission on the clients you bring

Your clients

October

Bakery Martin58 documents · all approved
Complete
Studio North41 documents · 3 waiting for the client
3 open
Olive Restaurant112 documents · VAT figures ready
Complete

What changes for your firm

Less data entry and fewer reminders to clients, so your team spends its time on advice.

Documents arrive filed

Supplier, amounts, VAT rate, VAT code, account and category are filled in and checked, and the client has approved them.

Originals stay attached

Each entry keeps its receipt or PDF exactly as received, ready for any audit.

Straight into your software

Approved documents sync to the accounting software you already use. Nothing is typed twice.

Your clients get more than bookkeeping

Recommend one tool that covers the whole back office: e-invoicing, HR and payslips, permit and contract tracking and document management. Clients who run their admin in Pilim send you complete files.

  • Free access for your firm to every client who invites you.

  • A commission on the subscriptions of the clients who join through you.

  • We onboard and support your clients: they call us, not you. How it works

  • Documents sent to you: clients send invoices, credit notes and bank documents to your address from Pilim.

Firm reports

Your whole firm, on one screen

See every client's month close, the work left to do and how your clients are doing, without opening each file.

  • Each client's last month: closed, ready to close, or lines left to reconcile
  • Sales, costs, result, margin, receivables and bank balance per client, against your firm's medians
  • The documents to collect across clients, and each client's VAT period: filed, due or late
  • The workload of each staff member, and a personal login for everyone

See the partner programme

Questions from accountants

Does Pilim replace my accounting software?

No. Pilim prepares and checks documents; your accounting software stays your ledger. Approved documents sync to it.

What does the partner programme cost?

Nothing for your firm. Your clients pay their own Pilim plan, and your firm earns a commission on the clients who subscribe through you. See the partner programme.

Can I see all my clients in one place?

Yes. You can create and manage your clients' companies from your own account and open each one to review its documents.

Bring your first client this month

We set up your firm, help your first clients get started and show your team the review workflow.

Region & language

Europe

International