Turn your expertise into a scalable service.
Deliver secure, branded digital services while professional judgment and the client relationship stay at the center.
Clients choose an accountant, consultant, or broker because they trust the firm's expertise. But much of the service is surrounded by work that does not need that expertise: collecting documents, checking completeness, requesting approvals, sending reminders, reporting status, and reconciling information across email and spreadsheets.
Functory helps firms turn a repeatable service into a complete digital experience, organized around the firm's own method, while its professionals remain the trusted advisors clients know.
Make the repeatable work easier to deliver.
Structured intake and onboarding
Gather the right information, validate it, and route exceptions to the right professional.
Documents and requirements
Request files, track what is missing, manage reviews, and keep an audit history.
Tasks, approvals, and milestones
Make responsibilities and progress visible to the firm and the client.
Payments and recurring services
Support fixed-fee, subscription, or usage-based offerings alongside the service workflow.
Communication and reporting
Send reminders, deliver updates, and give clients a clear view of status and next steps.
Technology that supports the practice.
Functory does not replace professional judgment. It gives that judgment a consistent operating system. Routine coordination moves through explicit workflows, while unusual cases still reach the professional.
Client-specific access, data boundaries, lifecycle rules, and audit trails are designed into the service rather than managed through individual inboxes and spreadsheets. The result is a more consistent client experience, without every new client adding a matching amount of administration.
What changes for the firm.
More capacity for valuable work
Professionals spend less time chasing information and more time advising clients.
A differentiated service
Package the firm's method and client experience into an offering competitors cannot reproduce with generic software.
New commercial models
Turn episodic work into recurring, subscription, or tiered services where the business model supports it.
A stronger client relationship
The firm stays the visible service provider and trusted advisor. Functory is the foundation behind the experience.
Control of the operating environment
The system runs in the firm's AWS account, supporting data control, security review, cost visibility, and an orderly handover to internal or partner engineers.
Reliable service for your clients.
Client-facing systems need to be available when clients rely on them, particularly around deadlines such as month-end. We monitor, maintain, and back up the system, so your professionals can focus on client work rather than technical issues.
Built in from day one
- Monitoring on every request
- Audit trail of every change
- Point-in-time recovery for 35 days
- Controlled releases
- Traffic protection
- Privacy request handling
When we operate it
- On-call cover and incident response
- Platform upgrades, security patches, infrastructure maintenance
- Quarterly architecture and cost review
- Continued feature delivery against your roadmap
- Air-gapped and GovCloud deployment options
- A defined exit, whenever you want to take it in-house
Prefer to run it yourselves? We transfer it with runbooks, documentation, and training, and the system keeps running. How Operate works
From expertise to operating service.
Discovery
Maps the firm's method, client journey, exceptions, data, controls, integrations, and commercial model.
Build
Delivers the branded client experience and the workflow behind it.
Operate or transfer
We keep the service running and evolving, or hand it over with documentation, runbooks, and training.
Example: an accounting advisory service
Onboard the client, collect source documents, track month-end close requirements, route questions, record approvals, deliver management reports, and schedule advisory follow-ups through one service instead of email threads, shared drives, and disconnected tools.
Coda
Bring us one repeatable client service.
We will map what should be standardized, where professional judgment belongs, and how to turn the firm's expertise into a client experience that can grow.