Professional Services · Bookkeeping · Accounting · Financial Planning
Accounting and bookkeeping firms carry a heavy operational load. Client file management, staff deadlines, professional obligation tracking, and team coordination. Most firms manage this across 4 to 6 disconnected tools, a shared inbox, and a prayer. Titus consolidates your operations into one AI-powered platform. So your team spends time on client work, not admin overhead.
Each one is fixable. All six are fixed in one platform.
Client records live across three or four systems. Nobody knows which version is current. Context gets lost between handovers.
Centralised client records with full contact history. One profile per client. Every interaction logged.
BAS deadlines, lodgement dates, and review cycles tracked in a shared Google Calendar or whiteboard. Things slip. Partners find out late.
Task manager with priorities, due dates, and auto reminders. Nothing falls through the cracks.
New hires learn by watching. There's no structured training. It takes weeks before they can work independently. Senior staff lose billable hours mentoring.
LMS with AI course builder. Upload your SOPs and procedures. Generate training courses automatically.
Professional development logs sit in personal folders. PI insurance renewal dates are tracked in someone's head. Licence lapses get caught at audit time.
Cert tracking with colour-coded badges and auto expiry alerts. Green, amber, red. At a glance.
Voicemails go unchecked. Emails sit in a shared inbox. Clients call back frustrated. Nobody knows who owns the response.
Andy AI answers every call. Routes to the right person. Takes messages. Triages enquiries. 24/7.
Partners ask staff for status updates. Staff check their own notes. There's no single view of what's in progress, what's overdue, and what's done.
Kanban pipeline boards. Every stage visible. Drag and drop. No status meetings needed.
Titus was built in the compliance-heavy care sector, where documentation isn't optional and regulatory failure has real consequences. That's exactly the discipline accounting and bookkeeping firms need, without paying for software designed for a sector that isn't yours.