A multi-tenant platform purpose-built for accounting firms — manage clients, create dynamic forms, collect document submissions, and control granular access permissions across your entire practice. With AI-powered financial analysis that turns uploaded documents into actionable intelligence.
Accounting firms in South Africa manage hundreds of clients, each with their own set of documents — signed engagement letters, bank statements, invoices, receipts, tax returns, financial statements, SARS correspondence. Most firms rely on a patchwork of email attachments, shared drives, and paper files. Documents are hard to find, versions get lost, and extracting financial data from uploaded documents is a manual, error-prone process.
Compliance requirements — POPIA, FICA, and SARS filing deadlines — add pressure. Firms need a centralised system where clients can securely upload documents, accountants can review and process them, and financial data flows automatically into the right reports and calculations. And increasingly, firms expect AI to do the heavy lifting: reading bank statements, categorising income and expenses, and flagging anomalies before they become problems.
Inovosystems developed a multi-tenant accounting document management platform that gives each accounting firm (tenant) its own secure workspace with isolated client data. The platform combines a powerful dynamic form engine, structured document management, role-based access control, and a REST API for mobile access — all backed by a robust .NET Core architecture and SQL Server database.
The system defines four distinct roles — SuperAdmin (system-wide), Admin (firm-level management), Accountant (assigned client access), and Client (document submission and self-service) — each with precisely scoped permissions. A built-in AI agent extracts financial intelligence from uploaded documents, performing preliminary financial analysis, income and expense categorisation, trajectory forecasting, and tax calculations directly from client bank statements and supporting documents.
21 field types with cross-field relationships, conditional logic, value propagation, and auto-sync on template changes. Accounting firms can design custom engagement letters, checklists, tax questionnaires, and compliance forms — without developer involvement. Templates update across all active requests automatically.
Documents organised into monthly folders (auto-named e.g. Apr-2026) with support for form request files, direct uploads, and email attachments. A three-level permission system controls access at the client, folder, and individual request level — ensuring accountants see only what they're authorised to see.
Four tiers — SuperAdmin, Admin, Accountant, Client — each with granular permissions. Clients submit documents and view their own requests. Accountants access assigned clients only. Admins manage their firm's templates, users, and approvals. SuperAdmins oversee all tenants. Client-to-accountant assignment via a many-to-many relationship.
SMS OTP via GSM gateway and email verification for secure access. Login throttle with configurable attempt limits and lockout duration. JWT bearer tokens for mobile API access with 10-day expiry. Password reset with time-limited GUID links. All authentication backed by ASP.NET Core Identity.
Full-featured MVC Razor UI for desktop use plus a RESTful JSON API for mobile applications. Accountants can review client submissions, upload documents, and manage workflows from any device. The API uses JWT authentication and mirrors all core platform capabilities.
Every action — form submission, document upload, permission change, template edit — is logged with JSON snapshots. Full audit history per request and per user. Automatic migration on startup ensures database schema is always current. Comment threads on requests provide a complete communication record.
An integrated AI agent that reads uploaded financial documents and delivers preliminary analysis — reducing hours of manual data entry to seconds.
The AI agent automatically reads and extracts financial data from uploaded bank statements, invoices, receipts, and SARS assessments. It identifies line items, categorises transactions, and structures unstructured financial data into a clean, queryable format — without manual data entry by accounting staff.
Every transaction extracted from uploaded documents is automatically classified into income or expense categories — operating revenue, cost of sales, salaries, utilities, travel, professional fees, and more. The AI learns from each firm's chart of accounts and improves categorisation accuracy over time, reducing the need for manual reclassification.
AI analyses historical financial data from uploaded documents to identify trends — month-on-month revenue growth, expense spikes, seasonal patterns, and cash flow trajectories. Preliminary forecasts show where a client's finances are heading, helping accountants flag issues and advise proactively rather than reactively.
The AI agent performs preliminary VAT calculations based on categorised income and expenses extracted from bank statements and invoices — including VAT input/output splits, zero-rated vs standard-rated identification, and provisional tax estimates. Results serve as a starting point for the accountant's review, dramatically reducing calculation time and transcription errors.
ASP.NET Core 3.1 MVC + Web API with Razor runtime compilation. Entity Framework Core 3.1 code-first with SQL Server. Newtonsoft.Json serialisation. JWT Bearer + cookie authentication. FullCalendar v5 for calendar-based client management.
ASP.NET Core Identity with custom ApplicationUser and ApplicationRole. Two-factor authentication via SMS gateway (GSM.co.za) and email (SMTP/TLS). Global HTTPS enforcement. CORS configured for payment gateway integration.
SMS OTP via GSM South Africa gateway. Email verification via SMTP with HTML email templates. RestSharp for external API communications. DocumentFormat.OpenXml for Excel and DOCX generation. Audit logging with structured JSON snapshots.
SQL Server with 19 entity tables, 14 EF Core migrations. Relationships: Organization → Users → Templates → Form Requests → Documents. Multi-tenant isolation at the database level with organization-scoped queries throughout.
Accounting firms using the platform eliminate the chaos of email-based document collection. Clients submit documents through a secure, branded portal — no more chasing attachments. Dynamic form templates ensure every engagement letter, tax questionnaire, and compliance checklist is consistent and complete. The three-level permission system means accountants access only the clients and documents they're assigned to, while firm administrators maintain full oversight. With AI-powered financial analysis, preliminary work that previously took hours per client — reading bank statements, categorising transactions, calculating VAT — is reduced to minutes.
Data-dense dashboards with powerful filtering, bulk operations, and multi-format export capabilities for accounting data.
Learn more →Cross-platform mobile apps with secure API integration, offline document upload, and real-time notifications.
Learn more →Scalable multi-tenant architectures with SQL Server, robust authentication systems, and secure API design.
Learn more →Intelligent document processing, AI agents for financial analysis, and machine learning models for categorisation and forecasting.
Learn more →From dynamic form templates to AI-powered financial analysis — we build accounting platforms that work the way your firm does.
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