48h
Typical time to first review cycle
Invite a client, collect source material, and move into review inside the first two working days.
For accountants and accounting firms
Run every client close from one review queue.
Compenso gives firms a shared system for onboarding clients, reviewing source documents, delegating work, exporting audit evidence, and handing ownership back cleanly.
- Client onboarding in minutes
- Delegation with audit trail
- EU-hosted and GDPR-ready
Firm operations
A workflow built for multi-client delivery
Live
48h
Typical time to first review cycle
Invite a client, collect source material, and move into review inside the first two working days.
1 queue
Shared review queue
Keep invoices, receipts, blockers, and reviewer comments in one operating surface.
Full history
Exportable audit timeline
Preserve who changed what, when it was approved, and how ownership moved between teams.
Show every stakeholder what is waiting, what moved, and what still needs review before the period closes.
Proof
Built for firms managing dozens of books, not one internal finance team.
The page and demo flow focus on operational control for client-service teams: faster onboarding, one shared review queue, and evidence you can export without rebuilding the story manually.
1 queue
Shared review queue
Keep invoices, receipts, blockers, and reviewer comments in one operating surface.
Full history
Exportable audit timeline
Preserve who changed what, when it was approved, and how ownership moved between teams.
Workflow
The accountant workflow Compenso should make obvious
01
Onboard each client with guided intake
Collect the right entity details, banking information, and documents without ad-hoc follow-up threads.
02
Review exceptions from a single queue
See missing fields, mismatches, and pending approvals in one place instead of chasing scattered inboxes.
03
Delegate across the firm without losing context
Hand work to preparers or reviewers with ownership, notes, and state transitions attached to the record.
04
Export the audit trail at close
Capture review history, supporting files, and timeline context when the client period is ready to lock.
Capabilities
Five accountant workflows the page must surface clearly
Client onboarding
Invite clients into a structured setup flow with the right documents, entities, and banking details from day one.
Review queue
Centralize invoices, receipts, and exceptions so reviewers always know what is waiting and why.
Delegation
Assign work across the firm, keep comments attached to the record, and preserve accountability.
Audit timeline and export
Track every change, approval, and follow-up with export-ready evidence for month-end and external review.
Ownership transfer
Hand over the organization cleanly when the client is ready to operate independently.
Book demo
Book a demo built around your client workflow
Tell us how your firm operates and we will tailor the walkthrough to your onboarding, review, and delegation flow.
- Map the current client onboarding path and required source documents.
- Review how your team handles exceptions, approvals, and follow-ups today.
- See how work can move between preparers, reviewers, and partners without losing context.
- Walk through audit timeline and export expectations for month-end and external review.
FAQ
Questions firms ask before changing workflow
Do clients need to learn a new process?
No. Firms can start with guided onboarding and keep the client-facing handoff lightweight.
Can we separate reviewer and preparer responsibilities?
Yes. Delegation and review states are designed for handoffs between roles.
What if a client wants to take ownership later?
Compenso supports ownership transfer without losing history or audit context.