Consultants & CSPs
PROs · corporate service providers · tax & accounting firms
Many clients from one book
Proposals, billing & commission built in
Every jurisdiction in one workspace
Kai drafts documents & replies
In-house compliance
Multi-entity companies managing their own obligations
Track your own entities directly
No client layer, no client-billing
Group structure & consolidated view
The same dependency chain
Fund administrators & GPs
Private-equity & venture vehicles
Capital calls & distributions
Waterfall, carry & cap-table look-through