Plans for Accounting Firms - Save Time, Clients Don't Miss Recognized Expenses
Stop chasing clients for invoices. Clients connect email or WhatsApp - the system collects, extracts and organizes. You get scheduled exports; they get peace of mind they didn't miss a tax or VAT expense. Simple setup, full automation.
Key Features
- Invite clients by email - they connect and forget
- Auto collection from email, WhatsApp and upload
- Scheduled export - daily, weekly or monthly - to email, Google Drive or WhatsApp
- Export to any accounting system - Hashavshevet, Priority, Morning, Sumit, Paperless and more
- Filter rules - e.g. by vendor per client
- Dedicated dashboard - all clients in one place
- Automatic monthly reports - missing documents and new vendors
- 50% off email history sync for accountants
- No missed invoices - fewer recognized-expense gaps
- PDF and Excel/CSV - metadata and line items for analysis
Why accounting firms choose ishiwise
- Save time chasing clients — Clients connect email or WhatsApp once - invoices are collected automatically. No more tracking who hasn't sent, sending reminders or chasing documents. Everything arrives on schedule, organized.
- Clients don't miss recognized expenses — Auto collection from every source - email, WhatsApp, upload. Fewer lost invoices, fewer unreported expenses. Clients benefit - lower tax, accurate VAT reporting. You benefit - fewer corrections, less workload.
- Simple setup, full automation — Invite clients by email - they sign up and connect. Scheduled export to email, Google Drive or WhatsApp. Filter rules, history sync. All in one place.
Frequently Asked Questions
Why use ishiwise for clients?
Save time chasing - clients connect once and everything automates. Clients don't miss recognized expenses for tax and VAT. You get monthly reports on missing documents and new vendors, and scheduled export to any system you work with.
How do clients connect?
You send an invitation by email. The client signs up and connects email or WhatsApp - that's it. The system starts collecting invoices automatically. No complex onboarding.
Where can we export to?
To email, Google Drive or WhatsApp - original PDF. Works with Hashavshevet, Priority, Morning, Sumit, Paperless and any system that accepts files. Excel/CSV also available for analysis.
Is there a dedicated accountant interface?
Yes. Dashboard with all clients, invitations, filter rules, scheduled exports, monthly reports on missing documents and new vendors.