For fiduciaries

Every mandate in one place, with the audit built in

Keep your clients’ books all year, automate much of the accounting work, and run your whole practice from one screen

One screen for the practice

Every mandate, at a glance

Each client’s legal form, fiscal year-end, the exact mix of services you run for them, and the team on the engagement. Your whole book of mandates on one screen, sortable by any column.

The unspoken frustration

I just want one tool that is actually easy to run, so I can get back to advising my clients.

No view of the whole practice

Every mandate sits in its own tool with its own login. To see who needs what, you open them one at a time.

The tools don’t think for you

They record the numbers and little else. Spotting the errors and turning the figures into insight both fall to you, by hand.

The chasing never stops

A receipt here, an answer there, scattered across email and WhatsApp. By the time you hand over, half the context is gone.

What changes

Four shifts in how you work

01

Your whole practice on one screen

See every client in one table and every deadline in one list, soonest first. Click a client to open its mandate page.

02

Revision, with the audit already run

You are invited into each client’s Mast with full revision rights and sign-off, so the year-end close runs in a proper revision workspace where you review entries, assign work and lock the period. In one click, Mast runs two dozen automated checks across the ledger. It flags things like duplicate invoices, reconciliation gaps, VAT-to-GL mismatches, and round amounts with no document, and gives each one a severity level. You spend your time on the findings that matter.

03

Messaging and requests, all in the app

Every client gets a conversation channel inside Mast, so you can ask a question or pull in a receipt right where the numbers are, instead of digging through email and WhatsApp. When something needs tracking, turn the message into a request for the people you pick. It stays open until someone closes it, remains searchable and survives every handover.

04

Advise your clients with live analytics

The books you already keep power live dashboards for every client. You track the metrics that matter, from DSO and EBITDA margin to cash and liquidity, and walk into the meeting with real insight. Your role moves from filing the numbers to advising on them, with no spreadsheet to build.

See it on your mandates

Start with a mandate or two

Book a demo and we will walk you through the multi-mandate experience live, from the practice cockpit to the year-end close. If Mast fits, we set up your first mandates with you.