Stop chasing documents and entering the same numbers twice.
Accounting firms spend valuable time collecting client records, reconciling transactions, managing deadlines, and moving information between systems. We build custom software, integrations, and AI-assisted workflows that connect your accounting platforms, client portals, documents, and internal processes so your team can spend less time on repetitive administration and more time serving clients.
The numbers are in one system. The work to get them there is everywhere else.
A client uploads statements through a portal. Another emails receipts. A bookkeeper tracks missing records in a spreadsheet. The accountant reviews transactions in QuickBooks. A manager tracks the close somewhere else. The work is connected, but the software often isn't.
| Client | Engagement | Stage | Status |
|---|---|---|---|
| Acme Manufacturing | Monthly books | Review | Ready for review |
| Valley Retail LLC | Monthly books | Records | Missing bank statement |
| Northstar Services | Monthly books | Reconcile | In progress |
| Oak Street Properties | Monthly books | Approval | Awaiting client approval |
Example information only, not a screenshot of an existing D&C product. Instead of asking staff for status updates, give everyone a clear view of which engagements are moving, which need review, and which are waiting on information.
From client records to reviewed financials.
Every month the same clients need records collected, transactions prepared, accounts reconciled, reports reviewed, and deliverables completed. A repeatable process shouldn't require your team to rebuild the same checklist every month.
The month starts itself instead of waiting on someone to remember.
Systems that connect your entire accounting practice.
Client document collection
Automate recurring requests, reminders, secure uploads, and missing-document tracking.
Accounting integrations
Integrate supported accounting, document, practice management, and reporting systems.
Invoice & receipt processing
Extract data and prepare entries for validation and approval.
Reconciliation workflows
Coordinate reconciliation tasks, supporting records, and review queues.
Month-end close
Track recurring close tasks, dependencies, assignments, and approvals.
Tax preparation workflows
Connect organizers, document collection, engagement status, and follow-ups.
Client portals
Secure document requests, communication, deliverables, and approval workflows.
Reporting & AI
Connect financial data, dashboards, summaries, and controlled AI-assisted analysis.
Stop asking clients for the same documents over and over.
The challenge isn't sending a reminder. It's knowing which documents each client needs, what has arrived, what's still missing, and who should follow up, without searching through email threads and shared folders.
- Bank statementsReceived
- Credit card statementsReceived
- !Payroll reportMissing
- !Expense receiptsMissing
- Sales reportReceived
Illustrative client document workflow. We build client-specific checklists, recurring requests, secure uploads, reminders, document classification, and integration with your practice management system, plus a client-facing portal where customers upload files and see what's still needed.
Turn invoices and receipts into information your team can review.
A client submits a vendor invoice. A connected system can identify the document, extract the relevant fields, associate it with the correct client, and prepare the information for review, with a duplicate check before anything is posted.
| Extracted field | Value |
|---|---|
| Vendor | Office Supply Co. |
| Invoice # | 1042 |
| Amount | $842.50 |
| Suggested category | Office Supplies |
Illustrative data. The important steps are extraction, matching, duplicate checking, coding suggestions, and approval. We don't advertise fully autonomous accounting entries as the default. Let software prepare the information; let your accountants verify what belongs in the books.
Keep every client's close moving without chasing status updates.
A firm with 50 recurring clients can have 50 closes happening at once, each with different accounts, reporting, assigned staff, and deadlines. Make the close a visible process, not a collection of individual reminders.
Illustrative progress tracking based on completed workflow tasks. The system can coordinate reconciliations, AP review, payroll records, journal entries, supporting schedules, manager approvals, and report delivery.
Tax season shouldn't depend on remembering who sent what.
For tax practices, the work revolves around organizers, documents, engagement letters, missing information, preparation, review, signatures, and filing status, not monthly books.
- 1
Client organizer sent
The right organizer goes out for each client and engagement.
- 2
Documents received
Secure uploads land against the engagement as they arrive.
- 3
Missing information flagged
Outstanding W-2s, 1099s, and schedules surface for follow-up.
- 4
Preparation
The engagement moves to prep once records are complete.
- 5
Professional review
A preparer and reviewer check the work before release.
- 6
Signature & filing workflow
Engagement letters, e-signature, and filing status are tracked.
The system tracks administrative progress, with statuses like awaiting organizer, missing W-2 or 1099, ready for preparation, in review, awaiting signature, and completed. It does not calculate tax positions or submit returns autonomously.
Keep QuickBooks, Xero, and the systems your firm already relies on.
Client portal → Document workspace
Organize uploaded files under the right client and engagement.
Document extraction → Accounting
Prepare supported transactions for review in your GL.
Accounting → Practice management
Surface relevant reconciliation or close status to the team.
Practice management → Client communication
Send approved requests and reminders on schedule.
Accounting → Reporting
Combine authorized data into financial dashboards.
Engagement approval → Delivery
Release approved reports through secure channels.
We evaluate your existing platforms, available APIs, security requirements, and business processes to determine the best way to connect them. When a standard integration doesn't meet your needs, we explore custom solutions where technically feasible. QuickBooks Online and Xero both offer developer APIs (Xero also supports webhooks), which gives us recognizable technical entry points.
When your firm has a process your accounting software doesn't handle.
This is where we differ from firms that only configure QuickBooks or install off-the-shelf automation. Keep the accounting software that works. Build the missing pieces around how your firm operates.
Client portals
Document collection, engagement status, client requests, approvals, and secure delivery.
Engagement management
Recurring checklists, task assignments, dependencies, deadlines, and review workflows.
Financial dashboards
Custom client reporting, cash flow visibility, management reports, and data consolidation.
Document processing tools
Extract, classify, validate, and route financial documents through approved workflows.
Internal knowledge tools
Permission-aware search across the firm's authorized procedures and references.
Use AI to prepare and organize. Keep professionals in control.
Financial information is sensitive and errors have real consequences, so this matters more here than on most pages. The AICPA's 2026 guidance emphasizes due care, confidentiality, professional judgment, and appropriate review. Every capability below ships with controls: client-level permissions, secure data handling, audit trails, approval requirements, and source verification.
Document extraction
Read invoice and receipt fields for validation before posting.
Transaction suggestions
Recommend possible classifications for a person to review.
Exception summaries
Surface missing information, duplicates, and unusual records.
Client communication
Draft reminders and administrative updates for approval.
Knowledge retrieval
Help authorized staff find firm procedures and reference information.
Reporting assistance
Summarize approved financial data and explain trends.
We design AI-assisted workflows around your firm's security requirements, approval processes, and professional responsibilities. For tax practices this includes a written information security plan (the IRS reiterated this requirement in 2026). Financial decisions and final work products remain subject to qualified review.
Turn completed accounting work into useful business information.
Once records are reconciled and reviewed, firms can give clients dashboards that are easier to understand than a stack of spreadsheets, built from authorized, verified data rather than numbers an AI made up.
Illustrative revenue and expense trend. A connected system can also answer questions like which clients are waiting on documents, which closes are behind schedule, and which reports are ready for review, using authorized financial data.
Different services. Different workflows. Connected systems.
We build technology for the professionals who do the accounting. We don't perform accounting, tax preparation, or financial advisory services.
| Practice type | Where we help |
|---|---|
| CPA firms | Tax, accounting, client engagements, reviews, and practice operations |
| Bookkeeping firms | Recurring monthly work, reconciliations, document collection, reporting |
| Tax preparation practices | Organizers, missing-document tracking, engagement progress, admin workflows |
| Outsourced accounting & CFO | Multi-client reporting, dashboards, data consolidation, advisory workflows |
| Payroll & accounting services | Client information collection, recurring tasks, reporting, payroll integrations |
| Growing multi-staff firms | Staff assignments, engagement tracking, approvals, capacity, firm-wide reporting |
Accounting software and automation for Sacramento-area firms.
Develop & Conquer helps CPA firms, bookkeeping practices, and accounting service providers throughout the Sacramento region connect their accounting platforms, client portals, documents, recurring workflows, and reporting systems.
Whether you manage monthly bookkeeping for multiple clients, coordinate tax preparation, or provide outsourced accounting services, we help identify opportunities to connect existing tools, reduce duplicate work, and build applications around your firm's processes.
Serving Sacramento, Roseville, Folsom, Elk Grove, Rancho Cordova, Davis, and surrounding Northern California communities.
Accounting integrations and automation, answered.
Can you integrate QuickBooks with our other business software?
Yes, where supported. We evaluate QuickBooks' available APIs and your existing applications to determine how authorized accounting records, documents, and workflows can be connected.
Can AI process invoices and receipts?
AI-assisted document processing can extract information, identify possible duplicates, and prepare entries or category suggestions for validation. Your accounting team should review important information before posting.
Can you automate monthly client document requests?
Yes. Recurring checklists, secure upload links, reminders, and missing-document tracking can be connected to your firm's engagement workflows.
Can you build a custom accounting client portal?
Yes. We can build secure portals for document requests, client communication, engagement status, approvals, and delivery of authorized reports.
Can you automate the month-end close?
Many administrative and coordination steps can be automated, including task generation, assignments, status updates, reminders, and review routing. Reconciliations and financial approvals remain subject to appropriate professional review.
Can you integrate Xero, QuickBooks, and practice management software?
We can evaluate available integrations between accounting and practice management systems. The exact data and workflows depend on each platform's APIs, permissions, and technical capabilities.
Can you build financial dashboards for our clients?
Yes. We can create dashboards using authorized accounting data and agreed reporting definitions, with controls for client access and data accuracy.
How do you protect confidential accounting and tax information?
We design systems around access controls, appropriate data handling, logging, vendor security requirements, and the firm's applicable policies. Any use of third-party AI or data-processing services is assessed against relevant confidentiality and regulatory obligations.
Related to your firm's systems
Your team handles the accounting. We'll help connect everything behind it.
From client document collection and recurring engagements to QuickBooks integrations, financial reporting, and AI-assisted workflows, we build technology that helps your firm operate with less administrative work. Tell us what software you're using, where your team repeats tasks, or what your current systems can't do.