Keep every client, engagement, deadline and invoice connected.
Coree connects leads, client onboarding, recurring engagements, documents, review assignments, time recording, billing and client communication in one practice-management workspace.
Built for accounting firms, bookkeeping practices and financial-service teams that need clearer workload visibility and better control over recurring client work.
Move every engagement from opportunity to completed work and billing.
Keep client information, tasks, documents, review steps, time and billing connected from the start of the engagement.
Qualify the Need
Capture the client requirement, scope of work, responsible team and expected deadlines.
Deliver the Engagement
Assign tasks, request documents and track recurring or one-time accounting work.
Review the Work
Route completed work through internal review before final client delivery.
Invoice the Value
Convert approved work, time or agreed fees into client billing.
Give every client deadline a clear owner and next action.
Keep engagements, documents, assigned work, reviews, deadlines and client communication visible to the people responsible for them.
Client onboarding
Recurring accounting work
Document requests
Internal review assignments
Time and billing visibility
Practical tools for accounting and bookkeeping firms.
Manage clients, recurring work, documents, deadlines, time, reviews and billing from one platform.
Client Onboarding
Capture client details, services, responsibilities, documents and engagement requirements from the beginning.
Recurring Compliance Work
Organise recurring accounting, bookkeeping or compliance activities with clear deadlines and owners.
Document Requests
Keep client document requests, received files and outstanding information connected to the engagement.
Review Assignments
Route completed work to senior staff or reviewers before client delivery.
Time Recording
Record time against clients and engagements for better workload and billing visibility.
Engagement Billing
Prepare invoices from agreed fees, milestones or recorded time while keeping billing connected to the client engagement.
Workload Management
See assigned work, deadlines and outstanding tasks across the practice.
Client Communication
Keep important client communication connected to the relevant customer and engagement.
Digital Sign-Off
Send selected documents for electronic signature and keep the signed record accessible.
Client Relationship Management
Track prospects, clients, opportunities and ongoing commercial relationships.
Practice Finance
Connect customer invoices, payments and practice financial records to the work being delivered.
Practice Reporting
Review workload, time, billing, revenue and engagement activity from current records.
See deadlines, workload, billable time and revenue while there is still time to act.
Use current practice data to understand capacity, client work and commercial performance.
Open and overdue engagements
Workload by employee or team
Recorded and billable time
Client billing activity
Outstanding invoices
Revenue and engagement performance
Connect client relationships, work, documents, time and billing.
Bring the applications used to manage an accounting practice into one connected workspace.
Prospects and client relationships
Engagements and task management
Time and billable work
Client and engagement files
Invoices, payments and finance
Digital document sign-off
Reduce the gap between client work, review, time and billing.
Give your team one operational environment while management gains clearer visibility across clients, deadlines, workload and revenue.
Better Visibility
See deadlines, work, documents and billing activity more clearly.
Connected Work
Keep clients, documents, tasks, time and billing connected to the same engagement.
Better Management Decisions
Use current workload, billing and revenue information to improve practice management.
Connect clients, engagements, documents, time and billing in one platform.
See how Coree can help your accounting firm improve client onboarding, recurring work, deadline management, review processes and engagement billing.