Clear workflows for connected accounting operations.
From initial engineering to software: we helped define workflows, organise monthly processes and connect the team with each client’s context.
Conceptual visuals. They show neither client data nor system screens.
Accounting services
O’Higgins Region · Chile
Applied software engineering
The context
Supporting a trusted service with organised operations.
Contabilidad San Vicente is a recognised accounting firm in Chile’s Sixth Region, valued for the quality of its services. It serves more than 200 clients across Chile, from individuals to medium-sized businesses.
At this scale, each month brings tasks, records, dates and conversations. In 2026, we worked with the firm to give them a common structure, from process definition to tracking in the system.
From engineering to operations
Define the work first. Then build how to track it.
The project connected process design with a dedicated platform for accounting, payroll, client processes and communication.
01
Engineering before development
We worked to understand operations and establish workflows: activities, owners, dependencies and review points. That initial definition guided software design and how work would be organised.
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02
A monthly accounting workflow
We defined the monthly process and translated it into tracking by client and period. Tasks, statuses and reference dates help identify pending work and review each month’s progress.
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03
A defined payroll process
We organised payroll with its own tasks and owners, separate from monthly accounting. The team can review progress by company and keep a common reference for the period’s work.
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Client contact with context
We organised contact information and processes associated with each client. Cases, notes, ownership and email records help show what is being handled and preserve communication context.
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Tracking that preserves the journey
We connected processes with templates, stages and owners. History records changes with dates and authors so the team can review what happened and recover the context of progress.
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What we made possible
A dedicated foundation for daily coordination.
01
Defined processes
Monthly accounting and payroll workflows expressed through activities and tracking.
02
Coordination with context
Clients, owners, tasks and communication connected within the system.
03
Work continuity
Statuses and history to review progress and resume a process with its context.
Our work began before the code: translating operations into defined processes and carrying that structure into dedicated software for the firm’s everyday work.
The engineering behind the case
Your next step
Does your team need to organise its operations?
Let’s discuss the tasks, processes and information you need to connect.