Sesha
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Sesha is an AI-powered client relationship and portfolio management platform designed for accounting firms. It helps accounting professionals monitor client files, automate recurring tasks, and improve communication by bringing key financial indicators, priorities, and follow-up actions into one centralized workspace.
The platform provides written and illustrated management analyses, customizable reporting, secure forms for collecting information and documents, and automatic identification of missing supporting documents. Sesha also offers a portfolio view for tracking client activities, alerts for anomalies and points requiring attention, monitoring of client and supplier balances, and tools for detecting and qualifying additional service opportunities. By connecting with accounting software, Sesha supports more efficient document collection, financial reporting, client follow-up, and accounting practice management. Data exchanges are secured using TLS, with data hosted in France.
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