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Accounting firms and service networks
Connect the steps that occupy your teams.
From client information to a signed engagement letter, each handoff between systems may create re-entry, waiting time or unclear ownership. The audit checks where to act before choosing a tool.
What the audit checks
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Who approves the content, fees and next step?
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Which interfaces connect client files, documents, signatures and archives?
A documented engagement
Cerfrance Picardie Nord de Seine — PNS Gen
Robinswood designs, develops and maintains a business application to structure the engagement-letter cycle. This reference documents a work scope without publishing a quantified gain.
Scope of the PNS Gen application
- Client selection
- Business questionnaire
- Fee calculation
- PDF generation
- Approval
- Signature and archive connectors
The application brings these steps into one business scope. Published scope does not establish a quantified performance improvement.
A clear starting point
Get to know each other
A free 60-minute conversation to understand the business and its needs.
Establish the evidence
If appropriate, a €5,000 strategic AI audit over 10 days documents the baseline, full costs, risks and decision.
Choose the next step
A tool from €15,000, advisory from €20,000, a combined scope from €30,000 excluding VAT, or a documented stop.
Preparing with your teams
A process owner for engagement letters, representative cases, document templates and a list of relevant tools and access rights. Required documents and confidentiality are scoped before any transfer.