Products & tools
Software built from our own client work — starting with the CAST bank statement analyzer that is live today, and a product roadmap covering financial statements, document management, practice management and payroll.
Live and in use today
Released only after being used on live engagements and reviewed by a partner. The underlying logic is documented so the output can be relied on.
On the roadmap
Products currently in design or development. If one of these would solve a problem you have now, tell us — early users shape what gets built first.
Tools designed by the people who use them
Every product on this page started as an internal utility built to solve a real client problem. Nothing is released until it has been used on live engagements and reviewed by a partner.
- Logic is documentedEvery calculation carries its statutory or accounting basis.
- Data stays with youClient data is handled under defined confidentiality and retention terms.
- Reviewed against changeRates and due dates are checked against notifications as they are issued.
Need something specific?
We build custom dashboards, reconciliation utilities and workflow automations as part of Pillar I and Pillar III engagements. If a tool you need is not listed, it can usually be built on the same foundation.
Want to see CAST on your own statements?
We will run a sample bank statement through the analyzer and walk you through the output — classification, summaries and the exceptions it raises.