They're not
5 minutes
You opened an advisory firm to build something of your own.
Not to lose dinners, weekends and energy chasing receipts and PDFs.
You run a practice.
Not an emergency factory.
Every quarter, the same scene repeats: documents arriving late, scattered messages, lost invoices, manual processes, last-minute reviews and more pressure right when there's the least room to breathe
Your closings shouldn't eat up your life.
It's not a lack of effort; it's a lack of a better way of working.
Download the practical guide to reduce workload peaks during quarterly closings
Jose Antonio, tax advisor
Getting ahead
Work the quarter in phases, not all at once at the end. The ebook offers a logic of preparation, execution and filing to spread the load before the closing.
Automation
Less data entry, more reviewing and deciding. OCR + AI, bank reconciliation and report/form generation reduce mechanical tasks.
Collaboration
Client and advisor working from the same foundation. Documents come in throughout the quarter, not all at once at the end.
Control
More visibility and fewer surprises. Period locking, per-client status and more traceable work
From firefighting to working with method
What you'll learn:
What does your firm get
with TeamSystem | Quipu?
More than software, Quipu means peace of mind, efficiency and total control of your firm.
Regulatory compliance
Keep your company and your client portfolio always up to date with regulatory changes like Verifactu 2026.
Reduce workload peaks
Access your clients' information in real time and keep their invoicing up to date without stress at closings.
Save time through automation
Digitize receipts and invoices with OCR, generate automatic reconciliations, and analyze your portfolio status from a single dashboard.
Collaborative platform
all-in-one
Automate repetitive tasks, access your clients' information in real time, and get them ready to comply with the new Verifactu regulations.
Invoicing tool 100% compliant with Verifactu regulations
Legal, verified invoices adapted to regulations.
Collaborative platform
Bring everything you need together on a single platform and access your clients' information in real time.
Document manager
Store and organize all your documentation in the cloud with no limits.
Reconciliations and banking
Automate reconciliation by matching transactions with invoices.
OCR + AI reader
Automatically record receipts and invoices with 99% accuracy and reduce errors.
Client testimonials
What our users say about Quipu
+150 five-star reviews on
