Parity
Accounting Firm Operations

Engagement risk, KYC, billing exceptions — all documented before they become problems.

Deadline risk triage, client onboarding KYC, time and billing exceptions, engagement letter routing — operational compliance for the firm.

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Accounting firm operations span dozens of concurrent engagements. Parity tracks deadline risk, KYC status, and billing exceptions across all of them — automatically.

Flows

What Parity runs for your team

Each flow takes your inputs, applies the policy, and returns a decision with a complete evidence record.

Engagement Deadline Risk Triage

You provideFiling deadline, deliverable status, days remaining, engagement complexity
Parity returnsRisk level, partner escalation flag, extension recommendation
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Client Onboarding KYC Check

You provideEntity type, beneficial ownership data, PEP/sanctions status, industry risk
Parity returnsLow/medium/high risk tier, enhanced due diligence flag, onboarding approval
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Time & Billing Exception Routing

You provideHours logged, budget remaining, write-down request, approval authority
Parity returnsAuto-approved / partner review required, client communication flag
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Engagement Letter Routing

You provideService scope, fee agreement, signature status, engagement start date
Parity returnsCountersigned / pending / escalated, kickoff gate flag
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Deliverables

What Parity delivers for Accounting Firm Operations

Drop in your export. Get back a finished register, scorecard, or statement — in seconds.

Trial balance to income statement, in one drop

Drop in a standard trial balance export; get back a per-account register plus a compiled income statement — revenue, COGS, opex, gross profit, net income, net margin.

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Client billing prep, computed from time entries

Drop in a time-and-billing export; get back billable totals rolled up by client, plus the firm total and effective hourly rate.

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A/R aging and the weekly collections worklist

Drop in an open-invoices / A/R aging export; get back each customer's balance aged into current / 30 / 60 / 90 buckets with the oldest invoice, plus a firm-level summary.

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Sales tax liability, per jurisdiction, per filing

Drop in a sales-by-jurisdiction export; get back tax due per jurisdiction and the total liability for the period's return.

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Pricing

What manual processing costs

Manual review

$2–4

per decision at $45/hr average — before errors, rework, and compliance risk

Parity

$0.50

per run at volume — with a complete evidence record on every one

First 10 runs free. No credit card required. Start now →

Evidence record on every decision

Every Parity flow produces a timestamped, shareable evidence record — inputs, outputs, decision rationale. Auditable by anyone, anytime.

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10 free runs. No credit card. No setup required.

Start for freeBrowse Accounting Firm Operations flows