We work with accounting, bookkeeping, and tax firms. Nothing else.

Kill the Busywork.Keep Your Stack.

Invitrex builds custom automations for accounting, bookkeeping, and tax firms: document collection, data entry, and client follow-ups that run themselves, inside the software you already use. No new platform. No workflow overhaul.

Start with ClaritySee how it works
Or email info@invitrex.com

Delivered in 5 days or it's free.

Your Clarity audit lands within 5 business days of us getting access, or you pay nothing.

Guaranteed

Turnaround drops in 30 days or you're refunded.

We baseline your document turnaround before we start. If it hasn't measurably dropped 30 days after go-live, the full setup fee comes back to you.

Guaranteed

The ship date is in the contract.

Every build gets a fixed price and a fixed date in writing. We miss it, we work free until it's live, plus 10% off your next build.

Guaranteed

IRS electronic filing mandate

One deadline, most of your client list.

Since January 1, 2024, any filer submitting 10 or more information returns in a calendar year has to file them electronically. The threshold used to be 250, and it counts every form type added together, so a client with 6 contractors and 5 employees is already over the line.

The filing itself is the easy part. Getting complete W-9s, contractor details, and payroll records out of every client before January 31 is what actually consumes your team, and now it applies to almost all of them at once.

You cannot hire your way through that. Not at current salaries, and not for six weeks of work a year.

See how document collection runs itself

The problem

What your week actually looks like

Your team spends hours every week chasing clients for documents, moving data between systems by hand, and sending manual follow-ups. During busy season it isn't hours, it's entire days. And you cannot take on more clients without hiring.

Why it happens

Your firm runs on client-dependent inputs and a fragmented stack: bookkeeping software, tax software, email, spreadsheets, none of which talk to each other. Your staff is the integration. The tools built to fix this are platforms that force you to rebuild your workflow around them, which is why adoption always stalls. And hiring your way out isn't viable. Accounting talent is scarce and expensive.

What it costs you

Your capacity is capped, so your revenue is capped. Deadlines slip into extensions. Your best staff burn out on admin and leave. Clients churn to firms that respond faster. And you, the owner, stay stuck in operations instead of the advisory work that actually pays.

How it works

Map, build, run. Nothing you have to learn.

  1. Map

    We audit how work moves through your firm and where the hours go, costed against your own staff rates. You get a prioritized roadmap: what to build first, what it saves, what it costs. Delivered in 5 business days or it's free.

  2. Build

    Fixed scope, fixed price, fixed ship date, agreed in writing before anyone starts. Built and tested inside your existing stack. Training and documentation included. Nobody learns a new platform.

  3. Run

    Your automations monitored, maintained, and extended every month, so software updates and integration changes never become your problem. Or take the documentation and run it yourself. Both are fine.

What we build

Four ways we take work off your team's desk.

Automation

Document collection, client onboarding, data sync and entry, client communication, reporting. Built into the tools you already run.

Explore Automation

Custom Software Development

Client portals, practice management tools, internal systems, and full products for firms that have outgrown off-the-shelf software.

Explore Custom Software Development

AI Solutions

Assistants for your staff, document intelligence that reads receipts, bank statements and tax documents, and AI-handled client queries.

Explore AI Solutions

Systems Integration

Making your existing stack talk. Bookkeeping to tax to payroll to spreadsheets, without anyone re-keying anything.

Explore Systems Integration

We build into what you already run.

No new platform. No migration. No retraining your team on someone else's software.

  • QuickBooks
  • Xero
  • Sage
  • Dext
  • Bill.com
  • Drake
  • UltraTax
  • Gusto
  • ADP
  • TaxDome
  • Karbon
  • IRS e-Services
  • Google Workspace
  • Microsoft 365

Not affiliated with or endorsed by these companies.

Built for one industry. Specifically, yours.

We work with accounting, bookkeeping, and tax firms and nothing else. That's the whole business.

Bookkeeping Firms

Bank feeds, receipts, reconciliation, sales tax filings, client queries.

How we help

Tax Practices

Form 1040 returns, year end, 1099 and W-2 season, IRS deadlines.

How we help

Payroll Bureaus

Payroll tax deposits, new hires, terminations, timesheets, monthly cycles.

How we help

Audit Firms

PBC lists, evidence requests, workpapers, client responsiveness.

How we help

Advisory & Outsourced CFO Firms

Management accounts, reporting packs, forecasting inputs, close.

How we help

Proof

0%Accounting industry focus

Every client is baselined before we start, because our guarantee depends on it. That means every engagement produces a before-and-after we can show you. The first ones are being written up now.

The team

You talk to the people who build it.

Muhammad Furqan Abid, Founder of Invitrex

Muhammad Furqan Abid

Founder

Six years building software, now building it for one industry. When you book a call, you're talking to the person who writes the code, not an account manager who relays it to someone else.

LinkedIn
Muhammad Zaid Ashfaq, Managing Director of Invitrex

Muhammad Zaid Ashfaq

Managing Director

Runs delivery and client relationships across every project. When something's committed, he's the one making sure it ships on time and does what we said it would.

LinkedIn

FAQ

Questions, answered plainly.

No. That's the entire point. We build into Xero, QuickBooks, Sage, your tax software, your payroll tool, your email, your storage. If it has an API or a stable workflow, we automate around it. Your team learns nothing new.

That's what the monthly retainer covers: monitoring every live automation, same-day fixes, and managing integration changes before they become your problem. It's optional, and it's only offered after your first build is live.

The audit is 5 business days. Document collection goes live in weeks, not quarters. Every build after that carries a fixed ship date in the contract.

Your data stays in your systems. We work inside your existing storage and software rather than moving anything to a platform of ours. Access is scoped to what the build needs and revoked when it's done. We sign your NDA and your data processing agreement.

Then you get your money back. The audit is free if we miss 5 days. The document collection setup fee is refunded if your turnaround hasn't measurably dropped in 30 days. Builds work free past their ship date until they're live.

Invitrex. We work with accounting, bookkeeping, and tax firms and nothing else.

Start with Clarity.

A paid audit of your workflow, delivered in 5 business days or it's free, and credited in full against your first build. You get a map of where the hours go and a costed plan to get them back. If you never build anything with us, you keep the map.

The guarantee

Your Clarity audit lands within 5 business days of us getting access, or you pay nothing. Credited in full against your first build.

We work with accounting, bookkeeping, and tax firms and nothing else.

Or email info@invitrex.com

Prefer to write first? Email info@invitrex.com.