What Hive sees
Outstanding receipts, unreconciled items, client replies, recurring deadlines and the current state of each close.
Hive for accounting firms
Close the month without becoming the missing-records helpdesk.
Hive reads the operational trail around each client file, keeps the chase moving and prepares a reviewable close pack. Your team keeps control of judgement, filing and final approval.
Reads. Reconciles. Drafts. Flags. Consequential actions wait for human approval.
One operational thread
From scattered signals to reviewable work.
What Hive does
Chases missing records, reconciles routine matches, drafts commentary and flags anomalies against your working rules.
What Hive returns
A review queue with source links, exceptions, drafted client messages and a timestamped receipt of every action.
Workflow library
Start where the work repeats.
Each workflow follows the same boundary: read the approved context, prepare the work, flag the exception and wait for a person where judgement or consequence begins.
Missing-record chase
- Pain
- The team spends the first half of every close asking clients for the same receipts, statements and approvals.
- Hive prepares
- Hive tracks what is missing, drafts and schedules the next chase across approved channels, then escalates only the unresolved items.
- Receipt
- Illustrative receipt: 36 client files checked · 11 chases drafted · 4 exceptions queued for an accountant.
Routine reconciliation
- Pain
- Straightforward matches still consume review time, while unusual items can remain buried in a long ledger.
- Hive prepares
- Hive proposes routine matches from the connected records and separates low-confidence or policy-sensitive items for review.
- Receipt
- Illustrative receipt: 420 entries reviewed · 387 proposed matches · 33 items held for human confirmation.
Month-end close pack
- Pain
- Status, variances and client questions are scattered across the ledger, inbox and practice workflow.
- Hive prepares
- Hive assembles the current position, drafts plain-English commentary and links each exception back to its source.
- Receipt
- Illustrative receipt: close pack drafted · 5 variances explained · 3 source-backed questions ready to send.
Deadline and client-status updates
- Pain
- Clients ask for status while the team manually checks whether records, review and approval are complete.
- Hive prepares
- Hive reads the approved workflow state and drafts accurate updates without inventing a filing or completion status.
- Receipt
- Illustrative receipt: 18 updates drafted · 2 deadline risks flagged · all sends awaiting the firm’s approval.
Confirmed integration categories
Connect the systems that already hold the work.
Hive supports integrations across these categories. Exact products, permissions and write actions are confirmed during pilot design; no connector is implied until that scope is agreed.
- Accounting ledgers and bookkeeping systems
- Document capture and file storage
- Email, messaging and client communication
- Practice management and deadline tracking
Pilot qualification
A strong fit for firms with repeatable close work and visible review rules.
Tell us where records go missing, how your team reviews exceptions and which systems hold the source trail. We will scope a pilot around one controlled workflow.
- A recurring month-end or bookkeeping workflow
- Clear owners for review and approval
- Enough repeat volume to measure operational lift
FAQ
Clear boundaries before the first workflow.
Does Hive file accounts, VAT or payroll without an accountant?
No. Hive can prepare records, draft outputs and surface exceptions, but filings and other consequential accounting actions remain behind your firm’s approval controls.
Can Hive chase clients for missing records?
Yes, within an agreed workflow. Hive can identify missing items, draft or schedule reminders and escalate unresolved cases, with the channels and approval thresholds set by your firm.
Will Hive replace our accounting or practice-management system?
No. Hive works across supported tools and returns updates to the systems your team already uses. Exact connector scope is confirmed during pilot design.
How do we review what Hive has done?
Each workflow returns source links, exceptions, approvals and a timestamped action receipt so the reviewer can verify the work before anything consequential happens.