Unify Your Accounting Firm
Dime automates core accounting workflows so you can optimize operations, unlock advisory capacity, and strengthen client relationships.
Help your team to do more, in less time
Automated Trial Balance
Instantly generate trial balance, balance sheet, cash flow statements and supporting schedules.
Client Onboarding
Bring on new clients with AI-assisted drafting of proposals, engagement letters and contracts.
Document Data Extraction
Summarize contracts, tax documents and extracts key details and insights in minutes.
Build lasting client relationships
Internal Collaboration like being able to review tranactions and update categories
Branded Experience
Centralize document uploads and messages.
Internal Collaboration
Securely review, flag items, and update categories directly within the client portal.
Manage your team, clients and data all in one place
Give your team back time by centralizing task management and project tracking
Team Task Management
Intuitive tools for assigning, tracking and managing tasks across entire firm.
Bill your time with ease
Track every billable task to hourly or per project increments.
Get Paid Faster With Less Effort
Time Tracking
Easy time entry, allocation and reporting integrated across projects.
Automated Invoicing
Flexible recurring invoices with detailed reporting tied directly to accounts receivable.
Secure Online Payments
Clients can pay via credit card and ACH through self-serve client portal.
Business Insights
Reporting and visualization for data-driven business forecasting and planning.
Get answers to legal questions in real-time
Use our custom AI model trained on the most recent legal and accounting law and peer-reviewed by CPAs.
Draft documents, plan documents, and research best practices.
Reduce errors and improve your decision-making confidence.
Save time and increase your overall productivity.
Stephen Lam
Founder, Lam CPA
William Lee
Founder, ProBooks NY