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OblikFlow — Client-Centric Accounting Automation
OblikFlow is an intelligent platform for managing bookkeeping, tax reporting, and financial documents. Designed for accounting firms serving multiple clients, it enables seamless data collection, document processing, and tax compliance through AI and automation.
Key Features
Multi-client management with access control
AI-powered document recognition and processing
Automated accounting entries and validation
Comprehensive tax calculation and reporting
Client portal for document upload and communication
Integration with banks and tax portals
System Architecture
- →Client Management: multi-profile support with access control and taxation settings.
- →Client Portal: upload documents, view reports, communicate with accountants.
- →Staff Dashboard: manage clients, generate reports, calculate taxes and salaries.
- →Document Upload & Parsing: via web, email, API, Excel templates. AI extracts document structure.
- →Posting & Validation: automatic accounting entries with rule-based validation.
- →Tax Calculation Module: supports different regimes, periods, and currencies.
- →Payroll Module: salary by performance, rates, or sales. Integrated with bank exports.
- →Inventory Management: product receipts, write-offs, inter-project movement, FX revaluation.
- →Reporting: balance sheets, profit/loss, tax filings, VAT, social taxes, dividend tax.
- →Analytics & Dashboards: trends, forecasts, obligations, project-level metrics.
- →Tax Optimization Suggestions: legal AI-based advice to reduce tax load.
- →Integration Layer: sync with CRM, ERP, banks, tax portals via API.
- →Task Management: assign and track bookkeeping tasks.
- →Security & Compliance: full audit log, GDPR compliance, role-based access.
Technology Stack
OCR + Layout Parsing: for scanned and structured documents.
GPT-4 Turbo + Finetuned Rules: for document classification and extraction.
MongoDB + Node.js: core ledger and data processing engine.
Cloud-first architecture: supports horizontal scaling and multi-tenancy.
Secure RESTful API: for external integrations and file exchange.
Use Cases & Examples
- 📋A firm manages 150+ clients: documents flow in via web/email/API.
- 📋Invoices and receipts are recognized and auto-posted to journals.
- 📋Accountants validate data and send tax reports directly from OblikFlow.
- 📋Clients track tax obligations and financial performance in the portal.
- 📋System suggests optimized expense handling to reduce tax liability.
Business Benefits
Reduce manual data entry by 80%
Automate tax calculations and compliance
Improve client communication and transparency
Scale accounting operations efficiently
Minimize errors through AI validation
Contact Us
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