1
Client receives a clear request
Dynamic checklist based on mission type: business creation, VAT, balance sheet, payroll, legal...
- Documents to provide clearly listed
- Guided and pre-filled forms
- Personalized instructions based on the file
Use Case – Accounting Firms & CPAs
Digitize your accounting, legal and payroll processes. Save time all year round.
Formulr centralizes all your client requests: business creation, accounting documents, legal documents, payslips, VAT validation, balance sheet, electronic signatures, supporting documents... Your staff no longer chase documents.
Internal management Client onboarding Document collection Payroll & Legal Custom workflows Electronic signature Automation API / Sage / Pennylane
Step 1
Client fills out their request
Information Documents
Step 2
Automatic verification...
Business reg verified Bank details compliant
Step 3
File ready for processing
Assigned to accounting dept Complete
The solution
Automate collection and processing of your files
Formulr centralizes all your client requests and automates your workflows.
Business creation
Information collection and automatic document generation
Accounting documents
Recurring and automated collection
Legal
Statutory changes and legal documents
Payroll
Payslips and declarations
The 3-step journey
What Formulr does for your clients
From collection to validation, everyone follows the same flow, without lost emails or pending files.
2
Your team verifies and validates automatically
Automatic control of essential documents to speed up file processing.
- Auto verification of business reg, ID, bank details, articles...
- Automatic reminders for missing documents
- Expired document detection
3
All exchanges in one place
Each file becomes a centralized shared space for your entire team.
- Messages, documents and validations grouped
- Deadline and responsible party management
- Complete history tracking per file
Feature focus
Automate your key processes
Discover how Formulr simplifies your daily firm workflows.
Learn more
Automatic document generation
Contracts, articles, mandates, engagement letters, certificates... automatically generated with integrated electronic signature.
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Data import & integration
Synchronization with Sage, Pennylane, MyUnisoft, QuickBooks... via API or connectors to avoid re-entry.
Example: Company formation
From form to automated submission
1
Input form
Director info, shareholders, activity, tax options, capital, registered office...
2
Dynamic template
Articles, M0/M0' forms, document list, mandate...
3
PDF generation
All documents automatically generated in the correct format
4
Electronic signature
Send articles + mandates + appointment for signature
5
Automated submission
File ready for Business Registry / One-stop shop
LLC Articles
Created automatically by Formulr
To sign
ARTICLES OF INCORPORATION
Limited Liability Company
Company name: TECH INNOVATION LLC
Registered office: 15 Commerce Street, Paris 75015
Share capital: €10,000
Business purpose: IT systems consulting
Manager: Mr. Pierre MARTIN
The shareholders
Electronic signature pending
Pending
Document automatically generated from the form
Sync with your tools
Seamless integration with your software ecosystem
1
Import existing data
Load via CSV, Excel or API from your accounting software
2
Automatic pre-fill
Forms are pre-filled with existing client data
3
Collection and validation
Client completes and validates missing information
4
Bidirectional sync
Real-time updates with your IS (Sage, Pennylane, MyUnisoft...)
Overview
What the client sees, what the accountant manages
Client side (freelancer, SMB)
A clear and accessible interface to respond to firm requests.
Smooth forms
Business, accounting, payroll, legal... Guided forms adapted to request type.
Document upload
Invoices, supporting docs, payroll documents... Simple upload with automatic verification.
Integrated electronic signature
Sign your documents directly in the interface without external manipulation.
Unique space with your staff
Request history, reminders and exchanges centralized with your firm.
Firm side
Centralized management console for your entire team.
Automated document collection
Creation files, statutory changes, accounting documents... all centralized.
Automatic reminders
VAT, balance sheet, payroll declarations... your clients are automatically reminded.
Internal assignment
Payroll, accounting, legal dept... Assign files to the right staff members.
Connectors to your tools
Sage, Pennylane, MyUnisoft... Automatic synchronization with your business software.
Automation & verification
Formulr automates and secures your firm processes.
Automatic verification
Business reg, ID, bank details, articles... everything is automatically verified by AI.
Scheduled reminders
VAT, balance sheet, payroll declarations... your clients are automatically reminded.
Archiving & assignment
Files archived in GDPR compliance and assigned to the right staff.
Connected to your ecosystem
Interconnected with your accounting and payroll production tools.
Compatible software
SagePennylaneMyUnisoftQuickBooksDextREST API
For high-volume firms
Multi-staffAdvanced workflowsSLA managementAdvanced reporting
Security & compliance
Pre-filling, synchronization, automatic export to your production tools.
Why choose Formulr.io
Time saved
Reduce emails, eliminate manual reminders, accelerate production.
Reliable and complete files
Missing documents are automatically detected, reminded and validated.
Modern experience
Your clients access their secure space, mobile-optimized, with signature and pre-filling.
Frequently Asked Questions
Start today
Ready to digitize your accounting, payroll and legal processes?
Discover how Formulr can transform your internal and client file management. Request a personalized demo.
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