ACCOUNTANT COLLABORATION
A cleaner handoff than a folder of receipts.
FOLO can give accountants and bookkeepers a structured review layer instead of asking independent professionals to rebuild their financial history at period end.
FOLO Agent briefYOUR WORK · TODAY
SAFE TO SPEND€12,420
NEEDS ATTENTION4Agent priorities
Invoice #1042 is overdueDraft reminder →
VAT reserve reviewCheck →
Recurring invoice readyPrepare →
Client record incompleteFix →
FOLO · TODAY€12,420Safe to Spend
1 Invoice to chase
2 Money check
3 Next invoice
Built around the way the work actually happens.
ACCESS
Purpose-built permissions
Accountants should get review access without sharing the user's main login.
PACK
Period review packs
Income, expenses, invoices and assumptions organised for review.
QUESTIONS
Resolve gaps in context
Keep accountant questions attached to the relevant record.
CHANNEL
A distribution opportunity
Accountants who serve independent workers can become trusted FOLO partners.