Review, half an hour
We find out where your statuses come from and where documents get stuck
Accounting automation with an AI agent
Every client, task and loose end in one smart dashboard
See what’s done, what’s stuck and who’s waiting on whom for every client. The agent pulls it together on its own from your CRM, email, files and 1C exports.
30 minutes, free, no strings attached
Works on top of what you already use:
1Cvia exports
amoCRM
Bitrix24Email
Excel
Google Sheets
Telegram
“I really like that I can see where things stand with money and tasks without pulling anyone on the team away from their work”
You can take on more clients. Moriz helps you keep track of them all
See how the same tasks look today and with Moriz.
- Check a client’s statusYou go ask the accountantYou open the smart dashboard, and the status is already there
- Check who has sent documentsYou open a spreadsheet and check client by clientEveryone who hasn’t sent documents is on one list
- Notice a document request has stalledYou often find out when it’s already urgentStalled requests show up right away, and the reminder goes out after your yes
- Notice a client hasn’t had a replyThe client writes in to ask what’s happening with their questionThe question lands on the “Waiting on us” list, with the person responsible
- Remember a client’s specificsYou dig through messages or ask colleaguesIt’s in the client card, with its source right next to it
- See who’s overloadedYou notice from missed deadlinesWorkload is visible for every accountant and client
Here’s what Moriz would have done while you read this
All on its own, with no reminders from you.
Client status has to be pieced together: one thing in email, another in a spreadsheet, and the rest only partly in the accountant’s head. The agent does it for you: it combines data from connected systems and shows what’s done and what’s stuck.
Every month, accountants remind clients about the same documents by hand. Moriz keeps two lists: what you’re waiting for from clients and what they’re waiting for from you. The agent drafts the reminder itself, and it goes out only after your yes.
Client agreements are scattered across messages, and some are known only to the accountant. If they’re on vacation, a colleague doesn’t know where to look. The agent collects them from connected systems into the client card and shows where each one came from.
Taking on new clients is scary when you can’t see how much effort current ones take. Moriz shows which accountants are overloaded and which client takes up more work than they pay for. This isn’t monitoring your team: the agent takes status updates off their plate.
Clients
- Arman Stroy LLPNo reconciliation statementStuck
- Bereke Trade LLPReport under reviewIn progress
- IE SaparovaClient hasn’t had a replyUrgent
MORIZ NOTICEDQuestion open for 2 days, handled by Dinara
We’re waiting
- Reconciliation statement, 6 days
- Bank statement, 3 days
Waiting on us
- VAT question, 2 days
- Invoice, 1 day
REMINDER DRAFT
Hello! Just a reminder about the Q3 reconciliation statement. Please send it over when you get a chance.
Yes, send
Goes out only after your yes
Arman Stroy LLP
- They send reconciliation statements only at the end of the monthFrom the email of Oct 21
- Write to the client’s accountant about bank statements, not the directorFrom the amoCRM card
- Last quarter the question was about Form 300.00From a review note
You can see where each detail came from
Workload this week
MORIZ NOTICEDSome clients can be handed to colleagues
Most demanding client: Arman Stroy LLP, 14 requests a month on the basic plan
One difficult client can take more than several simple ones
See it for my firm
A 30-minute call, free: we’ll review your processes
See how the agent works
01
A client hasn’t sent documents for a week
AgentNotices the unanswered request and drafts a reminder
YouYou say yes, and the reminder goes out
02
One document is missing from the set
AgentShows what was sent and what’s missing: 2 of 3, no bank statement
YouYou decide whether to request it yourself or assign it to an accountant
03
It’s the reporting period, and not everyone has sent documents
AgentShows who hasn’t sent documents and whose deadline is this week
YouYou choose who gets a reminder
01
A client didn’t get a reply
AgentAdds the question to the “Waiting on us” list and shows who’s responsible
YouYou remind the accountant or reply yourself
02
A client calls you to ask about their question
AgentShows the client’s status and who’s handling it
YouYou answer right away without pulling in the accountant
03
An accountant is going on vacation and handing over work
AgentShows client agreements and where each one came from
YouYou decide which clients go to a colleague
01
One accountant can’t keep up while others have time
AgentShows tasks and requests for each accountant
YouYou hand some clients to whoever has more capacity
02
A new client comes in, and it’s unclear who should take them
AgentShows which accountants have room in their workload
YouYou assign an accountant
03
A client takes more than they pay for
AgentShows how many tasks and requests each client generates
YouYou decide whether it’s time to review the price
Ask in plain language
The agent answers using your connected systems and shows where the answer came from. For example, you can ask:
What’s the latest on Arman Stroy LLP?Morizagent reply
Morizagent replyWe’re waiting for their Q3 reconciliation statement: the request went out 6 days ago, no reply yet. They usually send statements at the end of the month. The reminder is ready. Send it?
Sources:Request emailEmail of Oct 21
Yes, send
What business leaders say
Seeing how many tasks each accountant has this week is really clear. I roughly know who’s doing what, but here it’s all right in front of me
We built a sample dashboard for Anna
Sometimes a tender slips through: it’s over, and we never took part
We built a tender dashboard for Irina
I keep telling everyone: stay in touch with clients, schedule follow-up calls and reminders. But I can see it doesn’t work systematically yet
We built a sales dashboard for Denis
Quotes from interviews, shortened without changing the meaning. Published with permission
A spreadsheet remembers what was entered. Moriz remembers what was forgotten
Same tasks, different tools. See who does the work in each case.
| What we compare | Spreadsheets and chats | Tax filing service | CRMs, trackers and no-code tools | Moriz |
|---|---|---|---|---|
| Who collects statuses | Your team | Accountants | Your team | The agent, on its own |
| Does the work for you | ||||
| Sees on its own who’s waiting on whom for documents | ✗ | ✗ | ✗ | ✓ |
| Remembers agreements from messages | ✗ | ✗ | ✗ | ✓ |
| No moving to a new system | ✓ | ✓ | ✗ | ✓ |
| Price | Team hours | Subscription and team time | Licenses and custom work | One subscription |
| Best when | You have few clients and questions | You need to file a report | You have time to keep records | You have no time for any of this |
Scroll the table right, Moriz is in the last column
See Moriz in action →Without your yes, Moriz changes nothing
Your company sets the rules, access is role-based, and every action is logged.
Works in a browser and on your phone
No VPN or extra software needed
Data on Moriz servers
Daily backups
Role-based access
Everyone sees only what their role allows
Passwords hidden
Moriz doesn’t see or use logins and passwords in files and messages
WAITING FOR YOUR DECISION
Reminder for Arman Stroy LLP
Hello! Just a reminder about the Q3 reconciliation statement. Please send it over when you get a chance.
Not nowYes, send
One call, and we handle the setup
Find half an hour for a call, and we’ll take care of connecting and setting everything up.
Dashboard on your data
We build it from your data export, before connecting any systems
Connection
We connect amoCRM, email, files and 1C exports and agree on access
Your team at work
Accountants work as usual. We launch about 2 weeks after the review, and you see results in the second month
A subscription that already has it all
No extra fees for modules or extra licenses.
Subscription
From41,900 ₸per month52,900 ₸
From 502,800 ₸ per year, paid upfront
- Smart dashboard and AI agent
- Connecting your systems is free
- We handle the setup for your process
- No minimum number of users
Prices exclude VAT
Before you buy
A dashboard on your data export
We’ll build it from your system exports and show it to you before you pay.
- Step 1Process reviewFree, about 30 minutes
- Step 2Dashboard on your dataBuilt from your export
- Step 3Decision to buyOnce you’ve seen the result
Diana
Head of Sales
Phone+7 708 826-88-73
Emailsales@moriz.ai
TelegramMessage on Telegram
Feel free to send a process description or documents right away. We’ll come back with questions and a first proposal
Common questions
What is accounting automation with an AI agent?+
An AI agent collects statuses and agreements on its own from the systems your firm already uses: amoCRM, email, files and 1C exports. Every morning, you see whose documents are stuck, who hasn’t had a reply and who’s overloaded. Moriz doesn’t file reports or replace 1C, and it writes to clients only after your yes.
Do I need to replace 1C or amoCRM?+
No. Moriz works on top of the systems you already have. 1C connects only via data exports.
Which systems can I connect?+
amoCRM, Bitrix24, MoySklad, Google Sheets, Excel, email, Telegram and services with an open API. 1C connects via data exports. New integrations are scoped separately.
How is this different from a tax filing service or a CRM?+
A tax filing service helps you file reports and track their deadlines, and a CRM stores what was entered into it. Moriz builds the picture around that work: which documents are stuck, who hasn’t had a reply and who’s overloaded.
Where does the agent get its data, and what can’t it see?+
From connected systems: amoCRM, email, files and 1C exports. It can’t see verbal agreements or channels that aren’t connected.
What about passwords and client data?+
Moriz doesn’t see or use logins and passwords in files and messages. Each employee sees only what their access allows. Data is stored on Moriz servers, with daily backups.
Can the agent write to a client on its own?+
Only after your yes. The agent prepares a draft, and you review it and decide whether to send it.
Didn’t find your answer? Ask us at the review, it takes about 30 minutes