Customer work Work smarter with AIMIGA

From first prospect to reliable month-end delivery

A CRM for accounting firms that connects business development, onboarding, document collection, recurring delivery and client reviews.

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From first prospect to reliable month-end delivery dashboard

AIMIGA gives partners, accountants and client coordinators one shared view of prospects, engagement scope, contacts, deadlines and follow-up, without forcing relationship work into scattered inboxes.

Workflows Built for real work

Built for real operations

AIMIGA gives partners, accountants and client coordinators one shared view of prospects, engagement scope, contacts, deadlines and follow-up, without forcing relationship work into scattered inboxes.

Client relationship view

Keep contacts, service scope, conversations, deadlines and delivery notes in one current client record.

AIMIGA customers for Accounting Firms
Client pipeline

Follow prospects from discovery and scope through engagement letter, onboarding and handover.

AIMIGA pipeline for Accounting Firms
4
Core workflows
6
Connected capabilities
1
Shared context
Deadline calendar

Coordinate reviews, filing dates, payroll cut-offs and onboarding meetings with clear ownership.

AIMIGA calendar for Accounting Firms
AIMIGA calendar for Accounting Firms
AI follow-up

Prepare document reminders, meeting summaries and renewal drafts for professional review.

AIMIGA mobile for Accounting Firms
AI assistance with control

Plan periodic client reviews and surface scope changes before renewal.

A connected workflow for from first prospect to reliable month-end delivery
Client relationship view Connected
Client pipeline Connected
Deadline calendar Connected
AI follow-up Connected
Capabilities Designed for modern operations

From first signal to next step

Service scope

Keep agreed accounting, payroll, tax and advisory services visible to the right team.

Document follow-up

Show missing material, the responsible contact and the next approved reminder.

Deadline ownership

Connect each due date with a client, responsible colleague and next action.

Onboarding handover

Move context from partner or sales owner to the delivery team without re-keying the relationship.

Review and renewal

Plan periodic client reviews and surface scope changes before renewal.

Portfolio overview

Give partners a clear view of active clients, risks, opportunities and overdue follow-up.

Questions Value built to scale

Questions about AIMIGA for your industry

See how modules, roles, integrations and AI assistance can fit your operation.

Can AIMIGA track recurring accounting deadlines?

Yes. Client dates, responsible colleagues and next actions can be coordinated in a shared calendar and relationship view.

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Does AIMIGA store accounting documents?

AIMIGA keeps relationship and workflow context, including document status and links, while document storage can remain in your approved accounting systems.

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Can partners see onboarding and delivery in the same view?

Yes. The pipeline, client card and activity history preserve context from first enquiry through recurring delivery.

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How does AI support client follow-up?

It can prepare contextual drafts for document requests, meeting follow-ups and renewals, with a professional reviewing before anything is sent.

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See AIMIGA in your real workflow

  • Client relationship view
  • Client pipeline
  • Deadline calendar

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