sigmaS I G M A

Automation for firms that want to grow.

More clients,
same team,

fewer errors.

Reconciliation, capture, filings, payroll, reminders. Sigma automates the repetitive work so your team can focus on high-value advisory.

the bottleneck

Do any of these sound familiar?

  • — "200 forms to file this quarter."

    And the team hasn't come up for air in three weeks.

  • — "Rates changed — every client's payroll has to be redone."

    Another night at the office.

  • — "When Pepe goes on vacation, the firm runs at half speed."

    Too much knowledge in a single head.

the proposal

Scale the firm without hiring.

  • "How many filings are still pending this quarter?"
  • "Which clients are at compliance risk?"
  • "Where is the team losing the most time on repetition?"

what sigma takes on

Sigma does the repetitive work. Your team does the meaningful work.

Bulk capture

Invoices and receipts across your entire book post themselves. Your team stops typing.

Bank reconciliation

Transactions matched to entries, month by month, across your whole portfolio. No inherited mismatches.

Bulk filings

Preparation of 303, 111, 115, 130, 190, 390 and year-end summary across all clients at once.

Payroll & SS

Monthly payroll, hires, terminations, Social Security. Automatic recalculation when rates change.

Client reminders

Sigma chases clients for you: requests documents, reminds about signatures and deadlines.

Dashboard

Status of every case, risk per client, hours per team member. Full visibility.

real-time compliance

Every rule change, applied before it lands.

AEAT, regional, autonomous, EU. When something changes, sigma detects it, applies it, and notifies only the clients it affects. Your firm doesn't carry the risk of being out of date.

  • Automatic detection of changes that affect each client in your portfolio.
  • Custom alerts by tax regime, sector and jurisdiction.
  • Auditable history of which regulation applied to which filing — critical during inspections.

trust

All traceable. All audited.

  • Every calculation, filing and decision logged with timestamp and author.
  • Granular control: roles and permissions per team member and per client.
  • Data in Europe. GDPR and LOPDGDD by design. ENS in progress.

operational impact

What changes at the firm.

5×

Clients per team member with higher quality.

−90%

Repetitive tasks in the team's day-to-day.

0

Deadlines missed across the portfolio.

"We used to spend Fridays filing forms. Now we spend them advising."
Head of operations · advisory firm, sigma customer

Ready to delegate the routine and get back to advising?

Book a demo →