Business pack · Accounting & trust firms
Sania for your
Sania for your
accounting firm.
Less admin, more mandates. Sania sorts client emails, chases missing documents, prepares your engagement quotes and monitors tax updates.
What Sania does for a fiduciary
The time-consuming tasks of an accounting firm, prepared in a controllable process.
Sorting customer emails
Each customer request is classified by mandate, prioritized, and attachments stored in the right place.
Reminder of missing documents
Sania identifies incomplete files and prepares a reminder according to the firm's rules.
Mission quote
Generates a costed quote for a new mission from a simple email, in your firm's format.
Tax & legal monitoring
Daily monitoring of VAT, AVS and accounting standards changes that affect your customers.
Illustrative scenario in credits
An illustrative, unmeasured usage profile for a fiduciary. Credits are distributed freely — this is an example, not a limit.
| What Sania manages | Volume / month | Credits |
|---|---|---|
| Customer emails sorted & answered | ~600 | 600 |
| Document reminders / deadlines | 150 | 150 |
| Mission quote | 20 (×3) | 60 |
| Reports & summaries | 80 (×2) | 160 |
| Daily tax monitoring | included | excluding quota |
| Estimated total | ~970 |
Recommended plan:Business (2,500 credits)·refine in the simulator →
Ready to use
Sania arrives with automations designed for a fiduciary — activated upon onboarding.
- Sequence for relaunching missing documents before each closing
- Mission quote template (accounting, VAT, salaries, taxation)
- Weekly summary of customer files to be processed
- Alert on upcoming tax and social security deadlines
Fiduciary & accountant
Take back control
of your mailbox.
7 days free. No credit card required. Guided getting started.