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Your accounting software
The numbers: bookkeeping, entries, tax returns, financial statements. It stays the one you use today, with its data.
For Italian accounting firms
Mastro is the automation platform that works alongside your accounting software:it helps you simplify the paperwork, speeds up the work and frees up your time to grow your client base and increase profitability.
30 minutes with someone from Mastro, no obligation · you keep your accounting software
- Email, certified email and portal in one place
- Documents filed, confirmed by the firm
- What has fallen behind, in red
- A morning briefing, written by Mastro
- The first thing to do
- Fees collected with a link
- Every client’s deadlines, and who handles them
Already working with Prisma
Studio Baire
Studio Bisesti
Outside the accounting software
Your accounting software does the numbers, Prisma does the rest
Your accounting software keeps the books. Everything else (mail, documents, deadlines, quotes, signatures, payments, anti-money-laundering) is held together by the people in the firm, by hand. Prisma does that work and hands it, ready, to whoever looks after the client: you approve. And it works with any accounting software you use, because it does not plug into it.
Clients are imported once, from Excel or CSV
Prisma
Everything else, which today is held together by hand:
- Email and certified email
- Documents
- Deadlines
- Quotes
- Engagements and signatures
- F24 approvals
- Payments
- Anti-money laundering
- Client portal
What Prisma does
The work your accounting software never sees, already prepared
Five pieces of work that eat your firm's best hours today. Prisma prepares them, you approve.
Email and PEC, organised by client
Your firm’s inboxes in one place. Each message is linked to its client and becomes a task or a deadline.
- Gmail, Outlook and supported PEC inboxes
- Assign a message to a colleague
- Team notes the client never sees
- To reply, to read, nobody has touched it
- The PEC lands on the right client
- It becomes a deadline in one click
- Team notes the client never sees
Sample data
Every client on one record
Details, documents, deadlines and anti-money-laundering for a client sit together. Documents are requested from the record and land on the right client.
- What needs you and what is waiting on the client
- Documents requested and chased from the record
- Filing, deadlines and the AML file
- All of your firm’s clients
- What needs you and what waits on the client
- Request documents from the record
- And ask Prisma about the client
Sample data
Signatures and approvals, without chasing
Engagements to sign, F24s to approve and documents to upload: everything you asked clients for, with the status of each request. Approving an F24 does not make the payment.
- Advanced electronic signature in the browser
- F24s uploaded from your software’s PDFs
- As a list, in columns or on the calendar
- Everything you asked clients for
- Engagements to sign, F24s to approve
- Who has already replied
- What has expired, at a glance
Sample data
Fees are collected with a link
You send the payment request, the client pays from the link and the money reaches your firm’s account.
- Who is late, at a glance
- You send the reminder, on WhatsApp too
- Invoicing stays a separate step
- What is left to collect
- Into the firm’s account
- Who is late, at a glance
You send the reminder, on WhatsApp too
Sample data
Clients upload, sign and reply
A portal with your firm’s name. Clients open the link you send, on a phone too, with nothing to install.
- Sees what to upload
- Signs engagements and approves F24s
- Pays fees from the link
- With your firm’s name
- Engagements, F24s and payments, all here
- What to upload, with one button
- What the firm sends them
Sample data
Your firm’s timesheet, client by client
In Time, Prisma’s timesheet, everyone logs the hours they work: with the timer, by writing them like to a colleague, from the calendar, from a file or with a WhatsApp voice note. The owner sees the whole firm’s hours, by client and by person, and how much there is to invoice.
- The timer runs on a client and a piece of work
- Hourly rates by firm, person or client
- The summary downloads for Excel
- The timer, on a client and a piece of work
- Hours already done are written like this
- Or from the calendar, a file or by voice on WhatsApp
- How much there is to invoice
- Firm hours are not invoiced
Sample data
Hours, questions and documents from your phone
Mastro has a WhatsApp number. Everyone in the firm links their own phone once, from their Prisma profile, and writes to Mastro like a colleague. Before creating or changing anything, Mastro asks for confirmation.
- A voice note with your hours becomes a Time entry
- Narya answers questions with your firm’s data
- Photos and PDFs land in the Archive, ready to sort
- A voice note, like to a colleague
- The hours go into Time
- Every reply can be undone with one tap
- The AI proposes, the accountant decides
- A photo or a PDF goes into the Archive, ready to sort
Sample data
Read more: Email and PEC · Document requests · Engagements and signatures · Fee collection · Anti-money laundering
Zero migration
You don’t have to move anything to get started.
Gmail
Outlook- PEC and IMAP
- WhatsApp Business
Google Calendar
PrismaConnects to the inboxes and folders you already use.
Google Drive
OneDrive
Dropbox
Invoices from SDI
Stripe
Your accounting softwareStays as it is. Clients are imported once, from Excel or CSV.
- Your email stays yours
- Certified email, Gmail and Outlook connect with the inboxes you already use. No new address to give your clients.
- Files stay where they are
- Google Drive, OneDrive or a firm folder: Prisma files into it, using your folder structure.
- We don’t touch your accounting software
- Clients are imported once, from Excel or CSV. From then on Prisma works alongside it, not inside it.
Real firms
This day already exists, in real firms
«We have not reduced the service. We have eliminated the bureaucracy between us and the client.»
- Studio De Caro
Mail, documents, deadlines and firm receipts, without chasing them.
- Studio Baire
All operations outside the accounting software live within Prisma.
How to start
You start from a single process: yours.
Before you start
Choose the first process
The demo starts with one of your firm’s tasks. The written proposal sets out your plan, costs and setup process.
Setup
Configure your tools
We help you connect inboxes and folders and import client records. Dates and the people involved are set out in the agreed plan.
First month
Start using the first workflow
Four short sessions to get started and review the work together. Additional processes are introduced gradually, following your firm’s plan.
sessions
Then
The other processes, one at a time
Once the first is running, the next one is added.
Guarantees
The firm stays in charge.
Your accounting software stays
Prisma works alongside it: it doesn’t replace it or write into it.
Nothing goes out without your yes
Prisma prepares suggestions and messages; your firm sends them, with one click.
Documents live on your Drive
They stay in your firm’s folders, reachable without Prisma too.
Leave whenever you want
Clients and documents export as CSV, PDF and original files.
Documents in Italy, database in Switzerland, application in Belgium: providers and transfers are described in full. The privacy dossier · Security
What firms ask before they start.
Can’t find what you are looking for? Ask in a demo
Does Prisma replace or sync with my accounting software?
Prisma works alongside your accounting software. Client records are imported from Excel or CSV and do not sync automatically: later changes must be updated in both systems. F24 forms are uploaded from PDFs exported by your accounting software.
What is automatic and what do I approve?
Prisma associates information with clients and prepares suggestions and tasks. Your firm checks the data and decides which actions to take. Reminders to clients never go out on their own: Prisma prepares them and your firm sends them with one click.
What does it cost and what is included?
The proposal depends on the plan, seats and client tier. It sets out features, setup, included quantities and overage costs, for example SMS-code signatures and timestamps. It also specifies the terms of external services such as payment processing.
What happens to my existing documents?
Your existing archive stays in your firm’s folders. Setup covers documents and processes managed from then on; any need to reorganise or retrieve historical records is assessed before starting. Computer folder sync is available in the Network plan and requires the sync application.
Do clients need to install an app?
The portal opens from a link and works on a phone without installing an app. Clients follow the required access and confirmation steps to upload documents, reply or sign. Your firm can help when needed.
Bring the whole firm to the demo
We work on your own clients: the partner sees where every file stands, whoever keeps the books finds their deadlines, the front desk finds today’s mail.