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OfficeBoard
Practice management for accounting firms: every client, every deadline, on one board.
About OfficeBoard
OfficeBoard is Mobiversal's own SaaS product for accounting firms. It runs the whole firm around the books: clients, recurring monthly work, contracts, invoices, time and the team.
It started as AgencyHub, the platform we built to run our own agency. Pilots with accounting firms showed that their real pain was the recurring work per client, so we refocused the product on them and renamed it OfficeBoard. It works next to SAGA, SPV and FGO.
The Challenge
An accounting firm works in four places that cannot see each other:
- A deadlines spreadsheet, updated by hand, usually by one person
- Client documents arriving on WhatsApp and email, requested three times by different people
- Contracts in folders and invoices in FGO, where an unsigned contract or an unpaid invoice surfaces too late
- No view of the team’s time: how many hours a client takes against what they pay
The 25th comes around every month, and the partner keeps the whole picture in their head.
The Mobiversal Approach
We built the product together with pilot accounting firms, around the work they repeat every month, instead of a generic project tool adapted to them.
Three decisions shaped it: recurring work is defined once and repeats by itself; the client page holds the whole history; and there is one price, €59 a month per firm, with no fee per user, so a new hire never makes the subscription more expensive.
What we built
- Work Series: monthly, quarterly or yearly work (D112, D300, payroll) created for every client company, with an owner, a deadline in working days and a checklist
- Client page: open work, notes with reminders, hours, contract, invoices and a full timeline
- Waiting for client: what is missing and from whom, with alerts before the deadline
- Contracts: signature tracking for contracts and amendments, with a warning when work starts unsigned
- Invoices through FGO and e-Factura, with partial payments and automatic payment reminders
- Time tracking and reports per client, person and project
- Leave and attendance, leads, roles and permissions, notifications per person
Package
€59 / month
One price, whatever the team size. A single monthly subscription per firm, with unlimited users and every feature included.
Results
1–2 people's worth of time, every month
In a firm of 7–8 people, saving 1–2 hours per person per day frees up the equivalent of 1–2 full-time employees.
Clear view of profit and loss
The manager sees which clients and services make money and where the firm loses it, with control and visibility over the whole practice.
One board for every client and deadline
Replaces the deadlines spreadsheet and the partner's memory.
€59 a month, one price
For the whole firm, whatever the team size.
Dedicated instance, EU data
Each firm has its own address and database, hosted in the EU.
Next to SAGA, SPV and FGO
No change to how the books are kept.
See it in action
Product website
officeboard.co
Get in touch
Tell us about the challenge you're facing and we'll get back to you.