ES Tailored demo

The firm runs itself on the inside.

Kelp invoices, prepares the contracts, handles the team's requests, runs the internal initiatives and sends the management report.

Tailored demo → See how it works
JuneKelpYou
MTWTFSS
31
1Invoices
2
3ContractSign · 2 min
4
5
6
7
8
9
10Payments
11
12
13
14Committee
15
16
17Cash −4%
18
19
20
21ISO 2700140 %
22
23
24
25
26
27
28
29
30ReportRead · 10 min
1
2
3
4
Done in June
June invoices14 sent
Services agreementSignSigned
Payment reminders+€8,300
Committee packReady
Alert to managementCash −4%
ISO 27001 plan80%
June reportSentRead
Sales+12%Cash−4%
You

How does Kelp handle the firm's internal work?

01

Contracts ready to sign.

Kelp prepares contracts, annexes and non-disclosure agreements, and follows them up until every party has signed. You only sign.

Starts from your contract template
Adds the firm's clauses that apply
Files it, signed, in its folder
Your clauses
ConfidentialityPayment at 30 daysPenaltiesData protection
Services agreement
NSNorte Seguros, S.A.
1
Confidentiality
2
Payment at 30 days
3
Data protection
SignNS
Signed
To sign2 of 2 signatures
Contracts
ConfidentialityPayment at 30 daysData protection
You
02

Invoices sent and paid.

Kelp issues the month's invoices and makes sure they get paid. No hour worked goes unbilled.

Adds up fees, extras and approved hours
Sends each invoice on the right day
Chases the payment until it arrives
InvoiceJune
ATAtalaya
Monthly fee€2,900
Summer campaign€1,400
Extra hours€620
Total0 €
SentOverduePaid
AT1Atalaya
Cash
38,200 €
Reminder +€4,920
03

Any request, handled.

Setting up a supplier, getting quotes or organising a trip: the team asks Kelp and carries on with their work.

Takes requests from the whole team
Does it in the right tool
Does recurring tasks without being asked
Suppliers
Grafos, S.L.
Sent
Catering SurLa DespensaMesa y Mantel
Boarding pass
MADMadridLISLisbon
Timesheet
Set up Grafos
Catering
Trip to Lisbon
TimesheetEvery Friday
04

Internal initiatives move forward.

Kelp runs the certification, the new website or the change of accounting firm like a client project, through to the end.

Builds the plan with tasks and dates
Produces the documents and handles the paperwork
Asks each person for their part on time
Certified
ISO 27001 certification
Stalled since MarchOn trackCompleted
Security policy4 Jun
Asset inventory11 Jun
Your approval14 Jun
External audit12 Jul
Your turn
You
05

The team's questions, answered on the spot.

Kelp answers with the firm's documents and guides each new hire from their first day.

They ask it in the chat, at any hour
Searches the firm's documents
Answers with the page it comes from
Firm handbook212 pages
p. 47
Kelp
Elena Day 1

How do I request holiday?

Kelp

In Factorial, with two weeks' notice.

Handbook · p. 47
06

The business, up to date.

Every month, management receives sales, production and cash on one clear page, with the figures from your tools.

Prepares the close during the month
If something drifts, alerts you that same day
Writes and sends the management report
Sales
Production
Cash
Payroll
June reportTo

Sales

Production

Cash

Less admin, more hours for clients.

Kelp does it where you already invoice, sign and manage the team. No change of tools.

A calm month endKelp prepares invoices, close and report throughout the month.
You know which client makes moneyHours and profitability per client, up to date and without building them by hand.
Nothing internal is left half doneContracts, renewals and initiatives always have someone running them.
New hires up to speed in daysKelp shows newcomers the clients, the method and the tools.

Show us your month end.

Demo with your contracts, invoices and reports.

Tailored demo →

Questions about operations.

The ones asked by whoever runs the firm's administration.

Talk to us →
Does Kelp sign the contracts?

No. Kelp prepares them with your templates and clauses, sends them for signature and follows up until every party has signed. A person always signs. Then it files each contract in its folder and finds it instantly when someone asks for it.

Does Kelp issue invoices and follow up on payments?

Both. It builds each invoice from the work done, fees, extras and approved hours, sends it on its date and follows up on payment with reminders in the firm's tone until it arrives. It works on Holded, a3, Sage, Quipu, Odoo, Wolters Kluwer or Stripe, with no change of tool.

How do you close the month without a last-minute rush?

By preparing the close throughout the month. Invoices, closes and reports build up on their own, and recurring tasks run when they are due: each obligation has its date in the firm's calendar. Only what truly needs your decision reaches you.

Who drives the internal initiatives nobody has time to deliver?

Kelp. The certification, the new website, the change of accounting firm: it runs each one like any other project, with its plan, its tasks assigned and the work done, documents and paperwork included. Progress is visible at a glance and every initiative reaches the end, even if nobody on the team has time for it.

Does Kelp answer the team's internal questions?

Yes, with the firm's documents and citing the source: what the holiday policy says and on which page, how many days are left, how to request something. New hires are guided from day one with the firm's clients, method and tools. Nobody interrupts anyone to ask the usual questions.

What does management receive each month?

A report written in words: sales, production and cash on one clear page, with every figure taken from your tools. It goes out on its own every month. And if something drifts, Kelp does not wait for the report: it alerts you at the time and answers questions with data.

Does Kelp replace our accounting firm?

No. Kelp does the firm's internal administrative work and leaves it in order in your tools, from Holded to a3. If you work with an external accounting or advisory firm, they receive everything prepared and on time.

What does Kelp need to start with administration?

To connect to what you already use: the invoicing tool, email and calendar. No migration and no tidying up beforehand. From there it builds the firm's calendar: closes, renewals and obligations, each with its date.