Stop asking clients for receipts over WhatsApp.
Your client works on projects and ongoing services. They invite you into their workspace to review invoices, documents and outstanding items using the same data.
Preparation for your advisor
50%
2 / 4
Q3 2026 · due October 20
- Issued invoices reviewedDone
- Transactions reconciledDone
- Expenses with receiptsPending
- Information shared with the advisorPending
Form 303 · VAT
Q3 2026
- Box 07Output VAT
- €8,920.40
- Box 29Deductible input VAT
- −€3,028.22
- Provisional result
- €5,892.18
Every box links to its invoices and expenses
Two roles
The client does. The firm receives.
Bunnatic splits the quarter’s work: the client keeps things in order, you review. You never ask for the same ZIP twice.
The client does
The firm receives
Attaches every receipt and invoice at the time
Original documents ordered by period
Confirms the proposed reconciliations
Explained transactions, no orphan charges
Checks fiscal amounts before the close
Record books and forms ready to review
Completes the quarter checklist
A complete export when everything is in
Permission-based accessThe owner sets the role and scope. The accountant reviews authorized information and can download CSV and PDF exports.
How Bunnatic solves it
Prepared information, without asking twice.
The client gathers documents and records throughout the quarter. You access them within your assigned role and scope to review the information and prepare your work together.
Documents
The self-employed attach each document at the time, not in the week of the close.
Transactions
Unexplained charges are seen and resolved before you have to chase them.
Books ready
Fiscal amounts and books ready to review, with the document behind every row.
Shared close
A checklist per client says what is missing, and you export to CSV and PDF when everything is in.
Expense · Card
Notion Labs
Software subscription · Oct 2
€84.70
- Taxable base
- €70.00
- VAT 21 %
- €14.70
- Withholding
- —
invoice-notion-2026-09.pdf
Original document attached
Why it matters
The client keeps the day to day. You arrive at the close with everything reviewed.
Collaboration works better when the client does not wait until close to find invoices, explain charges or ask how much to reserve.
Connected to the rest
The client understands their money; the advisor gets better context.
Bunnatic does not require leaving your advisor. It joins the owner’s financial control with tax information that is better prepared for the professional.
An everyday example
Before close, the owner sees three charges without documents and resolves them before the advisor has to chase them.
The advisor gets better organised information; decisions and filings still depend on the agreed service and the client’s case.
Any questions?
Is Bunnatic software for advisory firms?
It is the self-employed person's tool. The accountant is invited into the client's workspace and retains their professional role.
How does the advisor access the data?
The owner invites their advisor and defines their role and scope. Those permissions determine access and allowed actions.
In which format does the information arrive?
Record books and forms as CSV and PDF, with the original documents attached.
Can I work with several clients?
Yes. Each client invites the firm to their workspace and the professional switches between them from the same account.