ERP for accounting firms
Manage client engagements, internal work and professional invoices. Connect the commercial work in Datrylo: customer records, quotations, purchasing, stock and invoices. Add tailored industry workflows around the same connected records with our custom-development service.
A revised client document changes the engagement handoff
See how the workflow connects people, records and decisions.
| Step | Owner, record and exception |
|---|---|
| 1 | Engagement ACC-01 assigns a bookkeeper and reviewer to Client A; agreed fee is 1,000,000 IQD. |
| 2 | Bookkeeper links document version 1 and the draft work to the project task. Reviewer returns version 2 for correction. |
| 3 | Owner records the revision reason and confirms the approved document before billing the fee once; client papers are not shared with unrelated engagements. |
What belongs in the rollout
Inspect the underlying records
Explore Datrylo in action. Select an image for a closer look.
Keep every handoff connected
Connect contact, project task, expense and invoice. Keep responsibilities, documents and the next action together as the work moves between teams. Keep controlled access and review visible when a client document revision occurs.
Build around your specialist operation
We design the process with your team, define the screens and integrations, and deliver the agreed solution with training and a clear handover.
Start with a connected foundation
Bring customers, products, suppliers and opening stock into a consistent workspace. Choose applications for the daily work and a plan that fits your team.
Bring the exception to your workflow review
Agree task ownership, client-document access, version references and invoice responsibility; review the permissions with a restricted user.