Bundle I · 01
Accountancy.
The agent prepares, the accountant approves.
An operating system tuned for the financial cycle: reading client files, preparing bookings and queueing answers in Outlook.
What it does
Built around your daily operations.
UPPR for Accountancy connects to Exact Online, SharePoint and Microsoft 365. The Finance Agent reads incoming invoices, drafts the booking proposals and signals anomalies. Every entry waits for your approval before it lands in the books.
Connects to
Exact OnlineSharePointOutlookMicrosoft 365
Agents in this bundle
Finance Agent
Prepares bookings and reconciliations in Exact
Signal Agent
Runs monthly signalling per client portfolio
Support Agent
Drafts replies to client questions in Outlook
Outcomes
What changes after a month.
−60%
Time on monthly closing
100%
Bookings reviewed by a human
1 day
From install to first prepared file