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NEOO ACCOUNTING · FIDUCIARIES & CLIENTS

The accounting firm and its clients. Finally in the same flow.

Neoo Accounting brings client relationships, files, documents, tasks, pre-accounting and financial control together on one platform.

Documents are collected, recognised, classified and prepared automatically. Validated accounting data flows to Horus. Each client then sees a clear view of their business in Neoo Finance.

Discover Neoo Accounting Request a demo
See the Horus integration
  • Practice CRM
  • Pre-accounting
  • Horus connected
  • Neoo Finance for every client
Illustrative examples — thresholds and data to configure
neoo. Shared file ACCOUNTING FIRM
Invoice received

Supplier invoice

SupplierBuilding Company
Received today

DOCUMENT FLOW

  1. 1Collected
  2. 2Recognised
  3. 3Contextualised
  4. 4Validated
?Client questionWhich building?
HorusSynchronised
MurphyNo anomaly

ONE SHARED WORKSPACE

Accounting should no longer be a file exchange without context.

The accounting firm works in its accounting files. The client works in their business. Between the two, documents, questions, deadlines and corrections too often travel by email, phone or shared folders.

Neoo Accounting creates a shared workspace without mixing responsibilities.

01

The firm controls

  • Files
  • Tasks
  • Deadlines
  • Documents
  • Validations
  • Communications
  • Responsibilities
  • Workload
02

The client acts

  • Uploads and retrieves documents
  • Answers questions
  • Validates proposals
  • Tracks missing items
  • Checks business indicators
  • Uses Neoo Finance
  • Keeps control of access
One shared accounting file. Two tailored experiences. No context lost.

FROM PROSPECT TO LONG-TERM CLIENT

The CRM designed around an accounting firm’s reality.

The CRM is more than a list of companies and contacts.

Each client is managed as a complete relationship including entities, owners, mandates, files, obligations, communications and services.

01

Acquisition

Turn the first conversation into a clearly scoped engagement.

  • Prospects
  • Opportunities
  • Lead source
  • Proposals
  • Engagement letters
  • Proposed services
  • Sales follow-up
02

Onboarding

Collect opening information through configurable workflows and controls, without claiming automatic regulatory compliance.

  • Information and contacts
  • Legal entities
  • Internal owners
  • Mandates
  • Opening documents
  • Configurable questionnaires
  • Compliance and validation tasks
03

Portfolio management

See the real status of every relationship and every file at once.

  • Active files
  • File status
  • Deadlines
  • Subscribed services
  • Expected documents
  • Pending requests
  • Priority level
  • Complete history
04

Production

Give every accounting period a pace, an owner and an audit trail.

  • Recurring tasks
  • Accounting periods
  • Checklists
  • Preparation
  • Review
  • Validation
  • Responsibilities
  • Deadline tracking
05

Client relationship

Keep every request and decision in the right file context.

  • Contextual messages
  • Document requests
  • Questions
  • Meetings
  • Validations
  • Decisions
  • Shared history
06

Profitability

Connect service quality with the firm’s actual capacity.

  • Time spent
  • Retainers
  • Additional services
  • Workload by manager
  • Profitability by file
  • Team capacity

DOCUMENT TO ACCOUNTING FLOW

Each document enters once.Its context travels with it.

The document, the client question, the answer, the confidence level and the validation decision remain in one thread.

01

Collect

The document arrives through the channel that suits the client and the file.

  • Web upload
  • Batch import
  • Email forwarding
  • Mobile app or scan
  • Invoices generated in Neoo
  • Available electronic flows
  • External connectors
02

Recognise

Neoo extracts useful information and keeps the source document.

  • Document type
  • Supplier or customer
  • Invoice number, date and due date
  • Net, VAT and total amounts
  • Currency and payment reference
  • References
  • Available bank details
03

Classify

The document enters an explicit, configurable category.

  • Purchase
  • Sale
  • Credit note
  • Expense
  • Bank document
  • Tax document
  • Social document
  • Contract
  • Supporting evidence
  • Other configurable category
04

Understand business context

When information is not on the invoice, Neoo asks the right person in the client portal. The answer stays attached to the document and can inform future rules.

Which building?Which project?Which vehicle?Which customer?Which employee?Private or business expense?Which analytical allocation?

Electronic flows are used when available through an authorised engine or connector. Neoo is not presented as a certified Peppol access point in its own name.

CONTROLLED PRE-ACCOUNTING

Automate what is predictable. Show uncertainty.

File rules and confidence determine the control path. AI never hides doubt or an exception.

05

Prepare

Neoo prepares a reviewable proposal before any synchronisation.

  • Detect duplicates
  • Check amount consistency
  • Propose the counterparty
  • Suggest the account allocation
  • Propose analytical allocation
  • Identify missing information
  • Assign a confidence level
  • Send exceptions to a review queue
06

Validate

Validation depends on the firm’s rules, the document type and its risk.

  • Automatic validation when rules allow
  • Fast validation by exception
  • In-depth control for sensitive cases
07

Synchronise

Validated data and documents are sent to the connected accounting engine — Horus in the first version.

  • Visible status
  • External identifier
  • Synchronisation log
  • Controlled recovery after an error

ACCOUNTING ENGINE CONNECTED

Neoo orchestrates the relationship.Horus runs the accounting.

In the first version of Neoo Accounting, Horus remains the accounting system of record for entries.

Neoo prepares the file, collects context, structures documents, manages client exchanges and sends validated items to Horus through an API connection.

Authorised statuses and data can then return to Neoo to support the firm’s follow-up and Neoo Finance.

neoo.ACCOUNTING
  • Documents
  • Metadata
  • Customer invoices
  • Supplier invoices
  • Counterparties
  • Analytical context
  • Validation statuses
  • Information required for integration
GENERIC CONTRACTAccountingProviderAdapter
HorusACCOUNTING ENGINE

Depending on the capabilities actually available and authorised in the API:

  • Processing status
  • Authorised entries or summaries
  • Trial balances
  • Balances
  • Overdue items
  • Periods
  • Corrections
  • Data required for dashboards
From Neoo to HorusFrom Horus to Neoo

No endpoint is assumed. Any capability not confirmed by the available documentation or the test environment remains disabled in the adapter.

Horus is presented as the first accounting engine connected through an API. No contractual relationship between the publishers is claimed.

Horus first. Other accounting connectors will follow.

MULTI-CONNECTOR ARCHITECTURE

One stable contract between Neoo and every accounting engine.

The Neoo core talks to a generic contract. Horus-specific structures stay confined to its adapter and never leak into the CRM, document flow or Neoo Finance.

interface AccountingProviderAdapter
AuthenticationCompanies and filesCounterpartiesDocumentsInvoicesEntriesBalancesStatusesErrorsSynchronisationsWebhooksIncident recovery
  • Synchronisation log
  • External identifiers
  • Idempotency
  • Retry queue
  • API limits
  • Status mapping
  • Conflict resolution
  • Last synchronisation
  • Disable by tenant
  • Sandbox environment
  • Connector permissions

ACCOUNTING DATA BECOMES BUSINESS INSIGHT

The firm delivers more than figures.It helps clients understand them.

Each client of the accounting firm receives a Neoo workspace tailored to their business.

Neoo Finance turns authorised accounting data into a clear management view directly connected to operations.

A view that helps every day

  • Cash
  • Revenue
  • Purchases
  • Margin
  • Accounts receivable
  • Accounts payable
  • Late payments
  • Recurring costs
  • Period trends
  • Budgets
  • Forecasts
  • Main variances
  • Expected documents or decisions
Discover Neoo Finance

EXCEPTION-FIRST ASSISTANCE

Murphy watches the flow.Teams focus on exceptions.

Murphy helps the firm turn file signals into prepared, controllable actions.

Every action must be authorised, logged and explainable.

Discover Murphy
01

Summarise a file

02

Identify missing documents

03

Prepare a client request

04

Group anomalies

05

Detect an at-risk deadline

06

Assign an action

07

Suggest a response

08

Flag a blocked file

09

Prepare a periodic summary

10

Track unanswered requests

FIDUCIARY CONTROL ROOM

Run the firm by exception, priority and capacity.

Illustrative examples — thresholds and data to configure
At-risk files8
Upcoming deadlines21
Missing documents34
Pending validations14
Unanswered questions9
Failed synchronisations3
Workload by employee82%
Time used per fileTracked
ProfitabilityBy file
Progress by periodQ2
Satisfaction and qualityTracked
Change perspective without losing context
By managerBy teamBy clientBy fileBy periodBy task typeBy priority

ACCESS & CONFIDENTIALITY

Everyone sees what they need. Nothing more.

These principles describe the intended access model; they are not a legal statement or certification.

  1. 01

    The client controls its users.

  2. 02

    The accounting firm only accesses authorised files.

  3. 03

    Firm employees receive permissions suited to their role.

  4. 04

    Sensitive actions are traceable.

  5. 05

    Accounting and operational data retain their origin.

  6. 06

    Access can be revoked.

  7. 07

    Exchanges between Neoo and connectors are logged.

FREQUENTLY ASKED QUESTIONS

Neoo Accounting, without ambiguity.

Does Neoo replace Horus?

Not in this first version. Horus remains the accounting engine. Neoo organises the client relationship, documents, pre-accounting, workflows and management insight.

Do clients receive Neoo Finance?

Yes. The firm can give every client a tailored space with documents, requests, conversations and authorised financial indicators.

Can Neoo ask questions about an invoice?

Yes. When business information is missing, Neoo can ask the right person and keep the answer with the document.

Will other accounting software be connected?

Yes. Horus is the first connector. The architecture supports additional engines without rebuilding Neoo Accounting, once each integration is validated.

Does AI validate every entry?

No. Validation rules depend on confidence, document type, file and the controls defined by the accounting firm.

THE FIDUCIARY BECOMES A CONNECTED BUSINESS PARTNER

Less collection.Fewer reminders.More advice.

Neoo Accounting brings the firm, its teams and its clients into one continuous flow, from the received document to the management decision.

Start with Horus. Gradually add the automations, services and connectors your firm needs.

Request a demoBecome a pilot firmDiscuss our accounting environment