About Our Story
Bridging the gap between accounting expertise and cutting-edge technology to transform how financial professionals work.
Founded on the principle that technology should enhance, not complicate, the work of accounting professionals.
Antoine Guglielmi
Founder & CEO
MS Business Analytics - Babson College
BS Business Administration - Ithaca College
International Baccalaureate - UWC India
Meet the Founder
With a unique blend of business analytics expertise and hands-on accounting experience, Antoine Guglielmi brings a fresh perspective to the intersection of finance and technology.
During his time as Automation Manager at KVR.CPA, Antoine witnessed firsthand the inefficiencies plaguing accounting workflows. He led the development of client portals that reduced administrative work by 90%, automated critical filings, and successfully migrated entire data infrastructures to the cloud.
At LGA LLP, he designed interactive dashboards and automated processes that decreased manual processing time by 300%, demonstrating the transformative power of well-implemented technology.
This experience sparked a vision: to create portal solutions that don't just digitize existing processes, but fundamentally reimagine how accounting, audit, and financial consulting professionals collaborate with their clients.
Expertise & Certifications
Our Mission & Vision
Our Mission
To empower accounting, audit, and financial consulting professionals with innovative portal solutions that streamline workflows, enhance client collaboration, and eliminate administrative inefficiencies—allowing them to focus on what they do best: providing expert financial guidance.
Our Vision
To become the leading provider of portal solutions for financial professionals, setting the standard for how technology can seamlessly integrate with accounting practices to create more efficient, collaborative, and client-focused business relationships.
What Sets Us Apart
We're not just developers who learned accounting—we're accounting professionals who became developers.
Deep Industry Knowledge
Real-world experience in accounting firms, business valuations, and financial advisory services ensures our solutions address actual pain points.
Modern Technology Stack
Built with cutting-edge technologies including React, Next.js, AWS, and MongoDB to ensure scalability, security, and performance.
Proven Impact
Track record of reducing administrative work by 90% and decreasing manual processing time by 300% in real accounting environments.
Ready to Transform Your Practice?
Let's discuss how our portal solutions can streamline your workflows and enhance your client relationships.
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