Collaborative AI for accounting firms
Build the firm of tomorrow.
Anticipate your clients' needs and turn them into missions.
Boulangerie Durand
- VAT due on the 20th
- Forecast balance: −€12,400
- Source: Pennylane
Approved by Claire, engagement manager
Engagement letter
- Client
- Boulangerie Durand
- Engagement
- Forecast and financing search
- Fees
- €1,800 excl. VAT
Skill · Financing search
- 12-month forecastPennylane
- Bank fileGmail
- Sent to 3 banksGmail
Claire
Marc Go 👍
Dossier_financement_Durand.pdf100 to 150% of additional revenue is sleeping in each client file.
From signal to mission.
Detect
Radars continuously analyze your accounting and payroll data and client conversations. Opportunities, risks, reminders: nothing slips through.
Sell
Proposals, follow-ups, engagement letters: sales skills prepare them, your team reviews and sends.
Deliver
AI works on your processes. Your team stays in control.
All on a native CRM: every client file brings together data, conversations and missions.
Explore the CRMCapture this revenue, without effort.
Nothing slips through the net.
Saveria watches every client file in your portfolio, continuously. A deadline, a risk, an opportunity: you're alerted at the right time, even on your smallest clients.
Turn your firm into your clients' real business partner.
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clients detected
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missions signed
« From our very first Saveria campaign, we identified 12 clients sitting on dormant cash, and 10 of them signed up for a placement solution with our partner. A concrete gain for them, and value they associate directly with the firm. We can’t wait to launch more! »
Mickaël Alibert/Partner Chartered Accountant, Opteam Compta
Plugged into your firm's tools.
Pennylane, Silae, jedeclare, Microsoft 365, Gmail. And any FEC file, whatever your production software.
Become proactive and keep control.
Your clients' data stays yours.
Hosted in Europe
No model training on your data
Access controlled by role and client file