Every case moves forward.
Every hour gets billed.
Nothing drops.
TOKATOS is the execution layer for CS and accounting firms. Agents coordinate, chase, draft, and bill — your team focuses on judgment and client relationships.
The Problem
Your firm runs on coordination.
It should run on a system.
The Context Tax
CRM → Word Doc → KYC Portal → E-Signature → Email. Executing one corporate action means jumping across 5 fragmented tools. That's billable time lost to manual handovers.
60% coordination, 40% production
Your staff spend more than half their time chasing documents, sending reminders, and coordinating between clients — not actually doing the work.
Work gets done but never billed
Ad-hoc requests, quick fixes, additional filings — your team does them instinctively, but they slip through the billing cracks. That's free work.
Growth compresses margins
Every new client means more coordination, more chasing, more overhead. You hire to grow, but margins shrink instead of expanding.
How It Works
Four steps to a system-run firm
Ingest (WhatsApp Native)
We provision your firm's own dedicated WhatsApp number. Clients skip portals and simply send documents or requests directly via chat. The AI classifies uploads and routes them to the correct case automatically.
Execute & Orchestrate
The system takes over. It drafts corporate resolutions, prepares ledgers, triggers KYC, and dispatches documents for e-signature—without you ever switching tabs.
Review (HITL)
The AI does the heavy lifting, but you retain full control. Your qualified professionals review the drafted outputs, apply advisory judgment, and sign off.
File, Archive & Bill
Documents are routed for statutory filing and auto-archived to the Vault. Based on service plans and logged expenses, the system auto-drafts invoices. No work goes unbilled.
Features
Everything your firm needs to execute, not just track
End-to-End Execution Pipeline
Process inbound emails, pull live data, draft resolutions, and automatically send them out for signing via Documenso. Clients receive automated WhatsApp and email alerts—no manual handovers required.
Native WhatsApp & Email Ingestion
We provision your firm's own dedicated WhatsApp number. Clients skip clunky portals and simply send documents directly via chat or email. The AI instantly reads, categorizes, and routes uploads to the correct case.
Continuous AML & KYC Screening
Stop treating compliance as a one-time onboarding event. The system automatically performs regular background screening against global watchlists, keeping you audit-ready without the manual checks.
Human-in-the-Loop (HITL) Guardrails
Built for regulatory compliance and professional liability. The AI handles the high-volume drafting and data entry, but the system mandates your qualified experts review, apply judgment, and sign off.
Retainer & Subscription Management
Seamlessly handle service plans, prepaid retainers, and postpaid cases. The system automatically drafts invoices, tracks balances, and chases outstanding payments via automated WhatsApp reminders.
Intelligent Search & Data Vault
One structured source of truth. The AI automatically embeds every document, giving you 'Google-like' semantic search. Find receipts, contracts, or specific data points instantly without relying on manual folders or tags.
The Impact
The compounding effect
Each friction layer removed accelerates the next. The result is a cascade that transforms your firm's economics.
Before
7 days
After
0 day
Client response time
Before
15 days
After
0 days
Case lifecycle
Before
~80
After
~0
Companies per staff
Before
~15%
After
0%+
EBITDA margin
Projected estimates based on industry analysis. Real pilot data coming soon.
The Difference
We don't just track. We execute.
Disclaimer:"Typical Practice SaaS" represents the baseline capabilities of commonly used practice management and accounting software in the industry. While specific features vary by vendor, achieving Tokatos' level of end-to-end automation typically requires stacking multiple subscriptions, complex Zapier configurations, and constant manual data entry between disconnected systems.
Early Access
Ready to stop chasing?
TOKATOS is currently in early access for select CS and accounting firms in Singapore. Leave your email and we'll reach out.
No spam. We'll only reach out about access to TOKATOS.