Accounting Firms
Built for Outsourced
Accounting Teams
Manage multiple clients with standardized workflows, centralized documentation, and real-time visibility. Scale your practice without adding headcount.
Challenge
Managing 20-200+ clients with inconsistent processes
Solution
Standardize and centralize workflows across all clients
Impact
40% faster onboarding and completion
All Your Clients, Connected in One Platform
Switch between client workspaces instantly while Bean connects all your workflows, data sources, and systems in one central hub. Complete data isolation with seamless collaboration.
Reconciliations
Multi-Client Workspaces
Bank Feeds
ERPs
Real-time Reporting
Connected Systems
Automated Close
Purpose-Built for Growing Firms
Everything your accounting firm needs to deliver exceptional service at scale
Multi-Client Workspaces
Manage all your clients from one dashboard. Switch between workspaces instantly with complete data isolation.
Streamline client management
Centralized Documentation
Store all client workpapers and supporting documents in one secure location. Share access with clients and auditors.
Simplify documentation
Standardized Workflows
Create reusable templates and workflows across clients to ensure consistency and quality.
Scale your practice
