Money protected, and money found
The same connected data catches errors before they cost you and shows revenue your team hadn't spotted.
A seven-figure difference on one line
Sofia reconciled a balance sheet against the system of record and found a seven-figure difference on a single line, before it reached the client.
Every account checked against its fee schedule
Billing checked against fee schedules across thousands of accounts. Your billing lead reviews a short list of exceptions instead of guessing from a sample.
Opportunities in clients you already have
Sofia analyzes each client's records and history and points out new revenue opportunities for your partners to act on.
Hunting versus reviewing
Nobody minds fixing a difference. Finding it is what takes the afternoon.
A check that runs before every billing cycle
Sofia works across Excel, QuickBooks, Xero, NetSuite or Stripe, with agreements in Box, SharePoint, DocuSign or Ironclad.
- Before the cycle
Sofia gathers both sides
On schedule, Sofia pulls billing from your accounting system, rates from fee schedules and terms from signed agreements.
- During the check
Every line matched
Sofia matches each line and account across sources and lists every difference with both values and where each came from.
- After
Your team decides
The exception report and any new opportunities go to the people who act on them. A person approves any correction.
We run our own firm on Sofia
FINdustries' sales pipeline, rebuilt and kept current by Sofia.
- 1working session to rebuild our CRM and sales pipeline
- 2×a team that works like one twice its size
The same careful check on every account
Teach Sofia the check once. It runs the same way for every account and every cycle.
Checks as they run today
- Each reviewer samples accounts their own way
- Full checks wait for a quiet week
- The method leaves when the reviewer does
One check, run for the firm
- Your best reviewer shows Sofia the check once
- It becomes a skill the whole firm owns
- Every account checked, every billing cycle
Built for the books
A check touches your finance systems, so the boundaries are set before anything connects.
- Reporting and fixing separate
- A check reads both sources and writes a report. Correcting a record is its own step.
- Approval before any write
- Workflows that write to your books or send to clients get an approval step.
- IT agrees the access
- Nothing connects until your IT lead agrees the access. Your never-touch list stays out.
- Credentials in a vault
- Credentials live in a vault with firm, user and agent scopes. Every use is audited.
- A record of every run
- Roles, single sign-on and audit logs show who did what, and when.
- Your data trains nothing
- Your firm's data isn't used to train AI models, by us or our model providers.
Questions firms ask
Does Sofia change our books or invoices?
Checking and correcting are separate steps. A check reads both sources and reports the differences. When you want Sofia to correct records, we build an approval step into that workflow, so a person signs off before anything is written.
How does Sofia find new revenue?
Sofia analyzes each client's records and history across the systems you connect, such as your CRM and accounting system, and lists opportunities for your team to review. Your partners decide which ones to pursue.
Which systems can Sofia check against?
Excel workbooks, accounting systems such as QuickBooks, Xero, NetSuite or FreshBooks, billing in Stripe, and agreements in Box, SharePoint, DocuSign or Ironclad. Sofia works with more than 800 business systems. We set up the ones your firm uses.
How often does a check run?
On demand, or on a schedule: before each billing cycle, at month-end, or whenever your team needs it. The exception report goes to the people who act on it, whoever set the schedule up.
Who can see our financial data?
Nothing connects until your IT lead agrees the access, and anything on your never-touch list stays out. Roles, single sign-on and audit logs control and record access. Your firm's data isn't used to train AI models.
Does Sofia replace our auditors or accountants?
No. Sofia does the line-by-line matching and lists the differences. Your professionals decide what each difference means and what to do about it.
When did you last check every invoice against what the client signed?
Score your firm to see which checks Sofia could run before every billing cycle. Many entities or billing systems? Talk to our team.