Client workflows, document requests, WhatsApp, AI and billing — in one calm, beautiful place. Stop juggling spreadsheets, inboxes and reminders.
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Major Bean automates the admin that eats your team's day — so they can focus on clients.
One platform, from client onboarding to getting paid.
Trello-style boards where every card is a client — imported straight from Xero, Sage or QuickBooks.
Send RFIs, auto-nag clients across email & WhatsApp, and let AI read what comes back.
One number, your whole team — every client conversation, linked to their work.
Build document requests, read uploads, and answer questions about your practice in plain language.
Never miss a deadline — tax, VAT, payroll and statutory dates, tracked automatically.
Track subcontractor work and generate billing statements the moment a job is delivered.
Intelligence is woven through every step of Major Bean, quietly saving your team hours a day.
Drafts your document requests
Describe a job in plain English — AI builds the exact checklist to send the client.
Reads & checks every upload
Claude reviews what clients send, summarises it, and flags the wrong or missing file.
Answers questions instantly
Ask "who has outstanding requests?" or "which clients pay the most?" in plain language.
Chases clients for you
Automated reminders across email & WhatsApp until the documents arrive.
FNB business statement for March 2026 — 3 pages, opening & closing balances present. Matches the requested item.
You asked
"Which clients still owe me documents?"
Major Bean
3 clients have outstanding requests: Ballito Driveshafts (VAT docs), Apexafrica (bank statements), and Northgate Logistics (payroll).
Import your clients from Xero, Sage or QuickBooks in one click.
Build boards, services and document requests to match how your firm works.
Automated reminders, AI and notifications keep everything moving — you stay in control.
In USD. No setup fees. Cancel anytime.
Starter
Solo & small practices
Practice
Growing firms
Enterprise
Multi-partner firms
Join accounting & audit firms running a calmer, faster practice on Major Bean.
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