Built for Financial Professionals

Built for Financial Professionals
Accountants, Bookkeepers & Advisors

Stop managing clients across disconnected tools. Mewayz gives financial professionals multi-currency invoicing, tax-ready reports, a secure client portal, document management, and compliance tracking — all integrated with your CRM and HR data in one platform.

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14-day free trial Multi-currency invoicing Secure client portal GDPR & SOC 2 compliant
The financial services problem

Three problems costing you billable hours every month

Financial professionals lose 30–50% of their time to administrative overhead that technology should eliminate.

7+ tools

Disconnected tools everywhere

The average accounting firm uses QuickBooks for books, a separate CRM for client management, Dropbox for documents, a scheduling tool for meetings, and email for client communication. Seven tools mean seven logins, seven monthly bills, and seven opportunities for data to fall out of sync.

8 hours/week

Manual reconciliation eats billable time

Cross-referencing bank statements, matching transactions to invoices, and updating client records manually consumes 8+ hours per week for the average bookkeeper. Every hour spent on manual reconciliation is an hour that could have been billed at $75–$200 to a client — or used to take on additional accounts.

3 day avg.

Client communication gaps

The average client question takes 3 days to resolve when communication is scattered across email, WhatsApp, and phone calls. Without a centralized client portal, clients can't self-serve documents, statements, or tax reports — leading to repetitive requests that interrupt your work flow.

Mewayz consolidates your entire financial services workflow into one platform — replacing disconnected tools, eliminating manual reconciliation, and giving clients a self-service portal that reduces support requests by 60%.

Built for financial professionals

Every tool your financial practice needs in one platform.

Purpose-built workflows for accountants, bookkeepers, and advisors — not generic business software retrofitted to finance. Each module connects to the others so data flows automatically.

Invoicing

Multi-Currency Invoicing — 180+ Currencies

Issue professional invoices in any of 180+ currencies with automatic exchange rate conversion. Set payment terms (Net 30, Net 60, on receipt), automated payment reminders, and late fee calculations. Recurring invoice schedules eliminate monthly billing admin. Payment links embedded directly in invoices reduce time-to-payment by 3x.

  • 180+ currency support
  • Auto payment reminders
  • Recurring schedules
  • Embedded payment links
Tax Reports

Tax-Ready Reports — Export to Your Accountant

Generate tax-ready P&L statements, balance sheets, income summaries, VAT/GST reports, and transaction registers at any time. All reports export to CSV, PDF, or Excel format. Date-range filtering, expense categorization, and client-level reporting make tax season a process rather than a panic.

  • P&L & balance sheets
  • VAT / GST reports
  • Expense categorization
  • CSV / Excel export
Client Portal

Secure Client Portal — Self-Service Access

Give every client a branded, secure portal where they can view invoices, download financial statements, approve documents for signature, and submit requests. Clients get 24/7 access to their data without calling or emailing you. Portal activity is logged automatically in the client CRM record.

  • Branded client portal
  • Document download & approval
  • Request submission
  • Activity log per client
Documents

Document Management — Organized & Searchable

Store, organize, and retrieve all client documents — tax returns, contracts, bank statements, compliance filings — in a structured, searchable document vault. Set retention policies, access permissions per client or team member, and version tracking. E-signature workflows allow clients to sign and return documents without leaving the portal.

  • Structured document vault
  • E-signature workflows
  • Version control
  • Access permissions per client
Reconciliation

Bank Reconciliation — Automated Matching

Import bank statements and automatically match transactions to invoices and expense records. Flag unmatched transactions for review. Reconciliation reports show outstanding items, cleared transactions, and discrepancies at a glance. Reduces manual reconciliation time from hours to minutes for most practices.

  • Auto transaction matching
  • Bank statement import
  • Reconciliation reports
  • Discrepancy flagging
Compliance

Compliance Tracking — Deadlines & Audit Trail

Track client-specific compliance deadlines (tax filings, license renewals, audit dates) with automated reminders and dashboard alerts. Every client interaction, document access, and financial change is logged with timestamp and user attribution — creating a complete audit trail for regulatory requirements.

  • Deadline tracking & alerts
  • Full audit trail
  • Regulatory deadline calendar
  • User action logging
Key modules for financial services

The modules financial professionals use most

Invoicing
Multi-currency, recurring, auto-reminders
CRM
Client profiles, activity timeline, pipeline
HR
Team management, payroll, attendance
Analytics
P&L reports, client analytics, tax exports
Financial professionals on Mewayz

From accountants, bookkeepers, and CFOs

"I run a 12-client bookkeeping practice and was juggling QuickBooks, a separate invoicing tool, Google Drive for documents, and Calendly for scheduling. Mewayz replaced all four at less than half the combined cost. The client portal alone saves me 6 hours a week — clients download their own reports, approve documents, and submit requests without emailing me. I've taken on 4 new clients with the time I recovered."
M
Michelle Santos Certified Bookkeeper, Santos Bookkeeping Services 12 clients, solo practice, Philippines
4 new clients with recovered time
"As a financial advisor managing 45 high-net-worth clients, the compliance tracking feature is essential. I have deadline alerts for each client's regulatory filings, quarterly review dates, and annual compliance requirements. Before Mewayz, I was managing this in a spreadsheet and missed two filing deadlines in one year — costing clients penalty fees and damaging my reputation. I've had zero missed deadlines in 18 months on Mewayz."
J
James Okonkwo Independent Financial Advisor, Okonkwo Wealth Management 45 clients, wealth management, Nigeria
Zero missed compliance deadlines
"We're a 6-person accounting firm serving 80+ SME clients across three countries. The multi-currency invoicing handles AUD, USD, and EUR billing for different client segments without any manual conversion. The bank reconciliation feature alone has cut our month-end close from 3 days to half a day. Our audit trail report has satisfied every regulatory review we've had — detailed, timestamped, user-attributed. This is what accounting software should have been all along."
C
Claire Nakamura Managing Partner, Nakamura & Associates 6-person firm, 80+ clients, Australia
Month-end close: 3 days → half day
Start your free financial services trial

Replace 7 tools with one platform.

No setup fees. No per-client charges. No "you need the enterprise plan for compliance tracking." All financial services features are included in every Mewayz plan, from solo practitioners to multi-partner firms.

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14-day free trial. No credit card. Cancel anytime. 30-day money-back guarantee.

Frequently asked questions

Financial Services FAQs

Common questions from accountants, bookkeepers, and financial advisors evaluating Mewayz.

Mewayz covers the core features accounting practices need: multi-currency invoicing, expense tracking, bank reconciliation, P&L reports, VAT/GST reporting, and client financial records. For practices that need advanced double-entry bookkeeping or deep accountant-specific tax filing integrations, you may use Mewayz for client management, billing, and document management while connecting to a dedicated accounting package via our integrations. Many solo practitioners and small firms find Mewayz sufficient as a complete replacement for their combination of QuickBooks + CRM + document storage tools.
Yes. The Mewayz client portal can be white-labeled with your firm's name, logo, brand colors, and custom domain (e.g., portal.yourfirm.com). Clients see your branding, not Mewayz branding. This is included in all plans — there is no additional charge for white-labeling the client portal.
Mewayz is GDPR-compliant and SOC 2-certified. Financial data is encrypted at rest (AES-256) and in transit (TLS 1.3). Access is controlled by role-based permissions — clients can only see their own data, and your team members can only access the data their role permits. Full audit trails are maintained with user attribution, timestamps, and action logs. Data residency options are available for regulated markets on request.
You import your bank statement (CSV or OFX format) and Mewayz automatically matches transactions against your invoices, expense records, and manual journal entries. Unmatched transactions are flagged for manual review. The reconciliation report shows cleared items, outstanding items, and any discrepancies between your bank balance and your book balance. Most reconciliations that previously took 3–4 hours complete in under 45 minutes with Mewayz automation.
Yes. Each client in Mewayz has a completely separate financial record — their own invoices, expenses, documents, and reports. You can generate reports for any individual client or across your full client portfolio. There is no per-client fee; all clients are included within your plan. Access permissions ensure each client's data is only visible to the team members assigned to that client.
Yes. Mewayz supports 180+ currencies with automatic exchange rate updates. You can invoice each client in their preferred currency, set your base currency for internal reporting, and generate consolidated reports that convert all client currencies to your base currency at the prevailing rate. Multi-currency support is included in all plans with no additional charge per currency.
Yes. Mewayz includes built-in e-signature workflow in the client portal. You can upload any document — engagement letters, service agreements, tax authorization forms — and request a client signature. The client receives an email notification, reviews the document in their portal, and signs digitally. Signed documents are stored automatically with a timestamp, IP address, and signature certificate. This meets the e-signature requirements of most jurisdictions.
You can set recurring compliance deadlines for each client — quarterly filings, annual reviews, license renewal dates, audit preparation dates, etc. Mewayz sends automated reminders to you (and optionally to the client) at configurable intervals before each deadline: 30 days, 14 days, 7 days, and day-of. Your compliance dashboard shows all upcoming deadlines across all clients in one view, sorted by urgency. Completed compliance items are logged in the client's audit trail.
Join 30,000+ businesses already on Mewayz

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Replace your disconnected tools with one platform built for financial professionals. Client portal, invoicing, compliance tracking, and reports — ready in minutes.

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