Turn every close into a client-ready pack.
Dollie Agent OS gives accounting and advisory firms Agents that coordinate the close, draft the management pack and prepare the client review. Your reporting standards guide the work. Your advisors approve what reaches the client.
Your clients’ numbers.
Under your control.
Start on Dollie Cloud, or run Dollie Agent OS as your firm’s own on Private Cloud or Self Hosted. You decide which information and actions each Agent may use.
Private hosting and model processing are separate choices: information sent to an external AI provider is processed by that provider.
Dollie Cloud. A complete place for your team’s work, hosted by Dollie.
Private Cloud. A dedicated platform under your firm’s name, hosted with Dollie.
Self Hosted. The same platform on infrastructure your firm operates.
Your models and keys. On your own platform, choose approved models and use your provider accounts.
From close notes to client questions.
A partner asks for June’s movements. The Reporting Analyst checks the period, your KPI definitions and the close notes, then drafts the commentary. Your partner decides what the client hears. Illustrative example: Harbour & Pine, the people and all figures shown are fictional.
Ask in The Close.
Confirm the period.
Show what supports the story.
Give the open point an owner.
Carry it into next month.
The platform around the pack
More than a reporting assistant. A shared place for the work.
Keep the sources, review and follow-up connected across each reporting period. See the Platform Tour for the complete system and compare plans for client access and platform controls.
Your sources, connected. Use the ledger, folders and schedules your team approves. A connection does not make a figure final.
Review belongs to your firm. Keep a named reviewer and the approval state with each period. An old sign-off is not approval for this month.
The Close.
A shared Channel for questions, prepared work and the people responsible.
Tasks with owners.
Give missing evidence and reviewer questions a person and a due date.
Your reporting library.
Search approved templates, KPI definitions and prior reviewed packs.
A Record per period.
Keep the close status, material movements and advisor questions together.
Models for the work.
Choose model routes suited to reporting preparation and review.
Private client Workspaces.
Share approved packs and requests within each client’s own space.
Company sign-in.
Bring your firm’s identity provider and access rules to your platform.
Your brand and billing.
Offer the service under your name, with client billing through Stripe.
Business supports client access on Dollie Cloud. Your own brand, domain and provider accounts require Enterprise. External model providers process the content sent to them.
Explore app connectionsYour definitions. Your thresholds.
Your voice.
Standards
The firm’s standards. Your KPI definitions, close process and materiality rules guide each draft.
- Your comparators
- Your materiality rules
- Your client language
Procedures
A repeatable way to prepare. Four procedures cover the close, management pack, variances and advisory briefing.
- Confirm the period
- Separate evidence and inference
- Return it for review
Library
Your reviewed work, available. Approved templates and earlier packs give the next period a useful starting point.
- Approved templates
- Earlier reviewed packs
- Sources stay visible
Review
Your judgment stays yours. The kit instructs Agents to prepare draft support. Set access and review rules before using it with real financial data.
- A named reviewer
- Approval for this period
- No automatic client conclusions
A reporting setup you make your own.
Begin with reporting procedures, example client context and a pack your partner can review. Add your standards and approved reports, then choose the information each Agent may use.
Three clear responsibilities. The Close Coordinator organises the period. The Reporting Analyst drafts the pack. The Client Advisor prepares the conversation.
Client and Reporting Period records. The client, period, close state, material movements and review status stay attached.
Your method and library. Review the reporting guidance, procedures and source library, then adapt them to your firm.
Connections you choose. QuickBooks or Xero, plus approved Drive folders and Sheets. Nothing connects automatically.
Give every client a portal of their own.
Give clients a place to receive approved packs, hand over documents and ask questions between reviews. Business supports client access on Cloud; Enterprise adds your own platform and domain. Working papers and sign-off stay inside the firm.
Illustrative conversation with a fictional client and people. Client access is an optional setup, not enabled automatically.
Approved packs, in one place.
Each client sees the work your firm has cleared for their own space.
Questions between reviews.
Prepare answers from the approved pack; return open conclusions to the advisor.
Working papers stay internal.
Choose what clients can access and which Agents they can use.
Your name, your terms.
Use your own brand and billing on Private Cloud or Self Hosted.
Questions from accounting and advisory firms.
Have a client in mind to start with? Talk to us
Start with next month’s close.
Tell us which monthly pack you would start with and how your firm reviews it. We’ll help you shape the setup around your standards, on Dollie Cloud or on a platform your firm owns.
Start with the preparation your team knows best. Extend it to more clients and services once your reviewers trust the result.