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Accountant works at a computer in an accounting firm
Professional services

Tech for every deadline,
all from one partner.

All five divisions working for your firm, from proposal to delivery. You hire only what you need and deal with a single company.

  • Deadline and filing alerts
  • Client documents in one place
  • Digital document signing
  • Client portal showing progress
  • Proposals and contracts
  • Fees with automatic billing
  • Hours and cost per client
  • AI document reading
  • Automated recurring tasks
  • Automatic checks before delivery
  • Integration with the system you use
  • Document scanning by phone
  • Cloud servers
  • Backup and continuity
  • Professional email
Your firm's goals

Every firm sells time.
Technology makes every hour count.

Commitments

Ahead of deadline

Every obligation with an owner and a date, done before the last day.

Pricing

Fair fees

Every service billed at what it really costs, with no free work.

Reputation

Clients who refer

Service that clients notice and recommend to other business owners.

Memory

Knowledge that stays

Each client's way of working on record, even when someone leaves.

Team

Balanced workload

Everyone with the right volume, and no one swamped at month-end.

Onboarding

A smooth start

From contract to first deliverable, new clients settle into the right pace.

Management

Partners on strategy

Partners with time to make decisions, not put out fires.

Portfolio

Grow without bloat

More clients without the team growing at the same pace.

Aerial view

Five divisions
from door to server.

  1. Prototic Software

    Staff and partners

    The systems that track deadlines and documents.

    • Deadlines, tasks and client documents
    • Client portal with the status of every case
    • Hours and cost per client, on the partners' dashboard
  2. Prototic AI

    Front desk and files

    AI that reads, organizes and flags, and the team reviews.

    • Reading of incoming documents, for the team to review
    • WhatsApp support on the status of work
    • Bookkeeping entries checked before delivery
  3. Prototic Cloud

    IT and servers

    The server comes out of the closet, into the cloud.

    • Cloud servers, accessible from anywhere
    • Automatic backup and continuity plan
    • Professional email on the firm's domain
  4. Prototic ID

    Coming soonOffice door

    The firm's signature on every filing.

    • e-CNPJ for the firm's filings
    • e-CPF for powers of attorney and signatures
  5. Prototic Labs

    Coming soon

    The in-house products Prototic builds.

    • Olav.ai, Prototic’s Brazilian artificial intelligence
    • VirtuaShop, the platform for many stores
01SOFTWARE02AI03CLOUD04ID01020304
Aerial view of an officeIndustry · Professional servicesIllustrative drawing

Aerial view of an officeIndustry · Professional servicesIllustrative drawing

  1. Pictured: staff and partners
    • Deadlines, tasks and client documents
    • Client portal with the status of every case
    • Hours and cost per client, on the partners' dashboard
  2. Pictured: front desk and files
    • Reading of incoming documents, for the team to review
    • WhatsApp support on the status of work
    • Bookkeeping entries checked before delivery
  3. Pictured: IT and servers
    • Cloud servers, accessible from anywhere
    • Automatic backup and continuity plan
    • Professional email on the firm's domain
  4. Pictured: office door
    • e-CNPJ for the firm's filings
    • e-CPF for powers of attorney and signatures
    • Olav.ai, Prototic’s Brazilian artificial intelligence
    • VirtuaShop, the platform for many stores
Common roadblocks

The most common obstacles
and how we handle each one.

34%

Manual rework

What we do

Data entered just once and monthly tasks created automatically, with every deadline and owner in the system.

20%

No time for advisory work

What we do

What repeats every month goes to the system, and AI reads incoming documents and sets up the task for the team to review.

17%

Systems that don't talk

What we do

Integration with the accounting system, the legal one and any others the firm already uses, when they allow it.

15%

Errors in repetitive tasks

What we do

Automatic checks on entries and alerts for anything that looks wrong, before the deliverable goes out.

Percentage of accounting professionals who cited each everyday challenge. 2026 data.

Questions

Questions before
you start.

How to hire us, where to start and what stays with your firm.

01Do I need to hire all five divisions?

No. You hire only what makes sense for the firm, from one division or several, and you can start with one area and add the others later.

02Is it for law, engineering and consulting too?

Yes. Deadlines, documents and the portal follow each firm's model: accounting, law, engineering, consulting and more.

03Can I start with just one area?

Yes. The project can start with the most urgent area, such as deadlines or the client portal, and expand to the others later.

04Does it work with the firm's current system?

It does, when it allows integration via API, file or database. What we build exchanges data with it. The briefing confirms the approach.

05What's the timeline and cost?

It depends on the scope. After the briefing, you get a written proposal with scope, timeline and investment.

06Who owns the data, and is it confidential?

Your firm does: the code and data are in its name. In the systems we build, each person sees only what their role allows, every access is logged and client data is handled in line with Brazil's LGPD.

Other industries

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Next step

The first step is
to tell us how your firm works.

Sending the brief creates no commitment. If the project makes sense for both sides, we move on to the proposal.

  1. 01
    You send the briefOn the website, in a few minutes.
  2. 02
    The tech team reviews itThe people who read it build it.
  3. 03
    Written proposalWith scope, timeline and investment.
  4. 04
    Contract and Stage 01The project starts with discovery.
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