AI-ASSISTED BUSINESS OPERATIONS & CMS
Oneesys connects the public-facing side of a business to the work behind it. It is configured for accounting, audit, tax and consulting firms, and can be reshaped through fields, service catalogues, engagement templates and access settings. AI-assisted bill scanning, document organization and a website content workspace help teams turn incoming information into reviewable, organized work.
Accounting and audit firms
Tax and compliance practices
Business and professional consultancies
Organizations managing retained clients
PRODUCT FEATURES
Explore the features of Oneesys and the work they help you do.
Keep the relationship and its business record together: contacts, addresses, purchased services, agreed fees, responsible staff and conversation history.
Photograph a bill or add a PDF. The system extracts candidate data and creates a draft for review, with arithmetic checks and confidence signals.
A job checklist and the client's requested actions are part of the same record. An owner can be a colleague or the client, with the relevant action visible in their workspace.
Track deadline-driven work using the Nepali fiscal calendar. Filing periods, registers and computation support a qualified person's review and submission.
Files are organized and linked to the records they support. Sensitive client logins are handled separately, with explicit permissions and a record of access.
Connect work and agreed fees to the invoice, then keep the firm's own operating records close enough to review.
Manage public content from a workspace connected to the business, rather than a separate publishing island. Public pages, team profiles and posts can be maintained alongside client work.
Clients see their own requests, work, invoices, documents and conversations. Team members receive capabilities suited to their responsibilities.
BEHIND THE INTERFACE
Fields, forms, services, stages and module availability can be configured for the business. The platform's default accounting workflows are a starting point; organizations can use the CRM without enabling every statutory module.
A scanned number can affect a tax register or invoice. The scanning workflow exposes confidence and arithmetic checks and requires a person to confirm the draft before it becomes an operational posting.
Bikram Sambat periods and fiscal schedules are treated as operating data. A date extracted from a document is checked against its literal text, helping avoid assumptions about a Gregorian year.
Owner, team, client and public interfaces are views into a connected system. Access to actions, folders and sensitive records follows capabilities and scope instead of relying on the interface alone.
FROM SETUP TO EVERYDAY USE
Choose the modules, fields, service catalogue and roles that reflect the firm's work.
Bring client records into the system, open engagements and collect documents and requests through the portal.
Verify drafts, complete authorized workflow actions, bill delivered work and retain the relevant version and filing history.
IMPORTANT DETAILS
STRAIGHT ANSWERS
The default configuration fits accounting and compliance work, but client fields, services, templates and module availability can be adapted for other client-based organizations.
Yes. The website content workspace manages public pages, team profiles and posts from a workspace connected to the firm's operations.
Client workspaces and sensitive records follow company association and permissions. Specific access requirements should be reviewed during onboarding and configuration.
EXPLORE THE IMPLEMENTATION
Capabilities are described from the product documentation and implementation work. Availability and enabled modules depend on your setup.
NEXT STEP
Tell us about your team and the work you want to improve. We can discuss how Oneesys would be set up, which parts fit your organization and what a sensible first step looks like.
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