For accounting & bookkeeping firms

Serve more clients without hiring more staff.

Bring SmartB into your practice and roll it out to your business clients — a repeatable way to collect documents, run approvals and close the month, so your firm grows without your headcount.

Book a demo See the firm programme

Sound familiar?

The busywork that caps your growth

Clients submit documents late, incomplete and in every format.
Staff burn hours chasing receipts and invoices.
e-Invoice preparation is messy and manual.
Every new client means more headcount, not more margin.
There’s no standard way for clients to send you information.

How SmartB helps

Productise the way your firm delivers

One structured way for every client to submit documents.
Approval and month-end workflows you reuse across clients.
A clear audit trail per client, ready for tax and audit.
e-invoice-ready data, without the last-minute scramble.
A modern digital-advisory service you can charge for.

What you’ll roll out

A Finance Workflow pack for your clients

Give every client the same structured tools — reshape any of them by describing what you need.

Client Document Submission APP

One place for clients to send invoices, receipts and statements.

Invoice Approval APP

Route invoices for sign-off with a full audit trail.

Receipt Capture APP

Snap or forward receipts and let AI read and file them.

Claim Submission APP

Staff submit claims with photos; approvers sign off in a tap.

Payment Voucher APP

Request, approve and record payments in one flow.

Month-End Closing Tracker APP

Keep every client’s close on time and complete.

e-Invoice Readiness Checklist APP

Get each client ready for LHDN MyInvois.

Client Task Reminder APP

Automatic nudges so clients send what you need, on time.

Finance Dashboard APP

Approvals, cash and month-end status across clients.

Every app is built with AI and yours to customise.

Want the full picture for your industry?

See the Accounting & Finance solution

Grow your firm, not your headcount.

See how SmartB helps you serve more clients with the team you already have.

Book a demo Talk to us

Get started

No credit card · Cancel anytime · Your data stays yours