MetaSolves gives your accounting firm or fintech a back-office team that collects documents, chases clients, reconciles the numbers and drafts the reports — so your people do the judgement, not the admin.
Built for firms like
The work is the same every cycle, but the scramble never gets smaller. The admin grows; the headcount doesn't.
Deadlines arrive all at once and the whole team disappears into the close.
The same calls, the same emails, every month — just to get what you need to start.
Hours matching transactions line by line, when most of it should match itself.
Clients ask the same things over and over, pulling your best people off the books.
The judgement stays with your people. The repetition moves to the team that never sleeps.
Not a chatbot — a Business Team, each role removing one concrete drain on your firm.
Requests and gathers statements, invoices and records from every client — and keeps asking until they arrive, so you start the close with everything in hand.
Politely and persistently follows up on what's missing — outstanding documents, unpaid invoices, late approvals — so your people never have to make the same call twice.
Matches transactions against the books at speed, balances what it can, and flags only the exceptions that need a human eye — every figure stays reviewable.
Drafts management reports, summaries and the routine client answers — ready for a partner to review and sign off. It removes the typing, not the judgement.
It works over the channels you and your clients already use. No migration, no months of training.
WhatsApp, email and your accounting tools route through the back-office team. Clients notice only that things move faster.
We load your client list, document checklists, report templates and your tone — and connect to the books where you keep them.
It collects, chases, reconciles and drafts. A human reviews and signs off. The admin disappears; the control stays.
Illustrative base-case figures — to be confirmed against your first cycle's data.
Correct. So we don't.
MetaSolves gathers, chases and organises — it does the admin around the numbers, not the call on them. Every figure stays reviewable, and a human signs off before anything goes out. It removes the repetitive work that's burning your team out, and leaves the judgement exactly where it belongs: with your people.
For the first time in years, we closed every client on time — without my team living at their desks. The chasing just stopped, and the books were ready.
A quick WhatsApp chat and a short walkthrough. We'll show The Intake collecting, The Chaser following up and a reconciliation flagging its exceptions — on your kind of work.