Coalesc organizes what arrives, knows what is missing, follows up with the client and prepares the file so your team can start.
From the first email to a work-ready file. Without changing how your clients work.
Stacks of Wheat (End of Summer) by Claude Monet
Working with Canadian accounting firms
The client sends 30 files across six emails. One statement is from the wrong year. December is missing. Someone opens the file, notices, emails the client, waits, then rebuilds the context days later. That loop is the bottleneck.
“If I had a magic wand, this is the first thing I would change.”
Coalesc keeps the engagement state while documents arrive and follow-ups run. Your team does not have to reopen the file just to rediscover what is blocking it.
9231-4477 Québec inc.
Compilation, FY 2025
Three of four. The December 31 reconciliation is still missing; the second follow-up went out yesterday.
The workspace
Coalesc starts by getting every client file complete and ready. The product direction is a workspace where the same engagement keeps its evidence, exceptions, decisions and next action through completion.
One continuous loop from intake to readiness, without forcing clients to change how they work.
Email, PDFs, scans and photos land in the right file. Coalesc matches incoming material to the right engagement.
Marie Bouchard
2025 tax documents
Jean Tremblay
Bank statements
Ahmed Khalil
Here is the rest
Bundles are split, classified and checked. Duplicates, wrong-year files and ambiguity become visible exceptions.
scan_002.pdf
Bank statement
IMG_4392.jpg
Medical receipt
bundle.pdf
6 documents detected
The file keeps a clear view of what arrived and what still blocks the engagement. Follow-up continues without rebuilding the list by hand.
Gestion Tremblay Inc.
2025 engagement
Bank statements become structured data with a trace back to source, ready for review and the firm’s existing systems.
Desjardins_Fevrier_2025.pdf
42 transactions
Fevrier_2025.xlsx
Ready to review
The next layer is pushing preparation further while keeping evidence and exceptions visible to the accountant.
AI prepares and checks. Accountants review and decide. Coalesc keeps context and the next action coherent around the firm’s specialized systems.
More client work per accountant.
The real outcome is not more AI actions. It is more high-quality client work without headcount growing at the same rate.
“A client woke up Friday morning and sent me all of his stuff. I was able to process it in 10 minutes. Would have taken me 2-3 hours.”
— Senior CPA, Mid-size firm, Quebec
“We don't want to add employees. We want to work smarter.”
— Partner, CPA firm, 20+ staff
“I tried Dext. My team told me it didn't help much. It added a step instead of removing one.”
— Partner, CPA firm, South Shore
“Nobody has tools. Everybody has 'do it, I'm telling you to do it.' Nobody's making your life easier.”
— Managing Partner, CPA firm, Quebec
What changes, what stays in place, and where human control still matters.
We’ll show what Coalesc can remove today, what is still being built and where human judgment should stay central.