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In ARGO Manager, artificial intelligence isn't an optional module. It's how you work. Type what you need in natural language — the AI does it.
"Create tax return task for Smith, deadline June 30, assign to Marco." The AI creates the task, sets the deadline, assigns it. No menus, no forms, no screens to navigate. What used to take 2 minutes and 5 clicks now takes one sentence.
"Find the Smith 2024 balance sheet." The AI searches the document system, finds the file, shows it. "What's the latest R&D tax credit regulation?" The AI runs a regulatory search and gives you a summary with sources. In seconds, not minutes.
"Marco has 47 hours of workload next week and 3 overlapping deadlines." The AI monitors workloads, deadlines and resource saturation. When something's off, it alerts you before it becomes a problem. Proactive alerts — not reports you read when it's too late.
Many firms face recurring issues that ARGO Manager solves decisively.
Time lost in internal check-ins just to understand where things stand.
Unrecorded tasks that never make it to billing.
Delivery delays and dependence on individual memory.
Shared Excel files that generate errors and stale data.
No objective data on client and service profitability.
No traceability of who does what, zero visibility for leadership, decisions always in emergency mode.
ARGO Manager doesn’t replace your existing tools. It becomes your firm’s operating system: tasks, documents, billing, KPIs and AI — all connected.
Dashboard — KPIs, profitability and firm overview in real time
Assign, track and monitor every task with deadlines, SLAs and real-time progress.
Speak in natural language: create tasks, search documents, generate reports. The AI executes.
Summaries with sources in seconds. Ask in natural language, get up-to-date regulations.
Proactive alerts on workloads, deadlines and resource utilization. AI warns before problems arise.
From work to invoice with no missing steps. Automated flow, export to ERP.
Margin per client, profitability per service and always up-to-date dashboards.
Visual dashboards, time analysis, resource utilization and automated reports.
Client profiles, documents, notes and deadline calendar with automatic reminders.
Document archive with dedicated client portal. Clients upload, download and approve documents via SMS OTP. Newsletters filtered by ATECO or category. Complete tracking: you know who viewed and downloaded every file.
Mobile and desktop clock-in, automatic timesheets, leave and remote work management.
Manage mandate instalment deadlines with a centralised view, automatic alerts and payment status always under control.
ARGO Manager available on iPhone. Manage tasks, notifications and deadlines wherever you are. Download from the App Store →
No more email attachments, WeTransfer and paper signatures. One secure portal where firm and clients exchange documents, approve via OTP and communicate with targeted newsletters.
Each of your clients has a private area where they find their documents, upload requested ones and receive newsletters. Unlimited access, no cost per client.
Upload a balance sheet, a declaration or any document requiring approval. The client receives an OTP code via SMS, enters it on the portal and the document is approved. Date, time and identity tracked automatically.
Communicate tax news, deadlines or updates to all clients or filtered lists by ATECO code, category, type. Every newsletter is tracked: you know who read it.
Every document has a complete log: who viewed it, who downloaded it, when and from which device. No more "I didn't receive it" or "I didn't see it".
ARGO DOC is included in the Studio Pro and Enterprise plans. If you also need practice management, choose the Studio Pro plan directly.
Built with modern, secure and scalable technologies, ARGO Manager delivers a simple, fluid interface aligned with today's digital habits.
No installation required.
Maximum security and reliability.
Your data privacy is protected.
Handles firms of any size with ease.
Sensitive data and deadlines leave no room for improvisation: here are the pillars of security and governance (to align with actual technical specs).
Connect ARGO Manager to the tools you already use and go live on a predictable timeline.
Connections with the most common billing software on the market to import data, remove duplicate work and keep a continuous flow from task to invoice.
Assisted path with a dedicated consultant: configuration, migration, team training and go-live in 14 days, without stopping day-to-day operations.
A guided path to adopt ARGO without blocking daily operations.
We map processes, deadlines, roles, KPIs and revenue leakage points.
Estimated time: 1-2 days
Configuration of areas, permissions, templates and essential data import.
Estimated time: 3-5 days
Sessions for power users and teams, with real cases and operational checklists.
Estimated time: 2-3 days
Controlled start, KPI monitoring and workflow adjustments.
Estimated time: 3-4 days
Guided setup in 14 days, no surprises.
From manual management to an operating system with method and vertical AI for professional firms.
Tasks
Scattered across different files
Billing
By memory
Documents
Windows folders
KPIs
Calculated manually
Regulatory research
Google + bookmarks
Planning
Shared calendar
Tasks
Centralized but manual input
Billing
Tracked but with manual steps
Documents
Document system but manual search
KPIs
Static dashboards
Regulatory research
Searchable regulatory database
Planning
Calendar + Gantt
Tasks
Centralized + AI creates tasks on request
Billing
Automatic: task → invoice without intervention
Documents
Document system + AI searches and finds in natural language
KPIs
Dynamic dashboards + proactive AI alerts
Regulatory research
AI: summaries with sources in seconds
Planning
AI monitors workloads and alerts on overlaps
Choosing ARGO Manager means giving your firm a platform that delivers tangible benefits from day one.
Keep all activities and their progress under control in real time.
Prevent completed work from missing billing, recovering hidden revenue.
Make strategic decisions based on objective data on clients and services.
Reduce errors, improve work quality and internal collaboration.
Offer a more structured and transparent experience to your clients.
Introduce a real working method that turns data into management insight.
Designed for professional firms that want to grow in an organized way and overcome operational complexity.
With ARGO DOC, firms of any size can activate a professional client portal.
From the document portal for your clients to complete practice management with AI. Choose the plan that suits you — you can upgrade at any time.
VAT excluded · Cancel anytime
VAT excluded · Cancel anytime
extra: +€16.99/user/month
VAT excluded · Cancel anytime
extra: +€18.99/user/month
VAT excluded · Customizable plan
30 minutes · Response within 1 business day
Find answers to the most common questions about ARGO Manager.
ARGO Manager is a cloud platform designed to bring order, control and productivity to professional firms such as accountants and payroll consultants. It is ideal for firms with at least 5 collaborators, where operational complexity starts to grow.
No, ARGO Manager does not replace accounting or payroll software. It complements and enhances them, becoming the operating system of the firm for managing tasks, clients, documents and performance.
Absolutely. ARGO Manager is a fully cloud solution hosted on AWS servers in Germany and is GDPR compliant to ensure maximum security and privacy for your data.
Yes. ARGO Manager is built for accounting and payroll firms: it manages tax deadlines, cases and billing, with permissions and internal SLAs designed for firm teams.
Every task, even the smallest, is tracked. When a task is completed, it automatically enters the billing process. This eliminates the risk of forgetting to invoice the work done.
AI in ARGO Manager works on three levels. The first is direct interaction: type what you need in natural language — create a task, find a document, check a case status, generate a report — and the AI does it. The second is regulatory research: get summaries and sources in seconds, starting from a solid foundation. The third is proactive planning: the AI monitors workloads, deadlines and resource saturation and alerts you before problems arise.
From task to invoice: every task and timesheet is tracked, approved and sent to billing without manual steps. This prevents missed work and recovers lost revenue.
Yes. The timesheet is integrated with tasks, SLAs and billing: you log time per client and case, measure margins and convert hours into billing automatically.
ARGO DOC is the document portal for exchanging documents between the firm and its clients. Each client has dedicated access to view, download and upload documents. The firm can request document approval via SMS OTP and send filtered newsletters by ATECO code or category. Available as a standalone plan at €49/month or included in the Studio Pro and Enterprise plans.
Yes. The Document Portal plan (ARGO DOC) at €49/month is completely standalone. You get the client portal with bidirectional upload, OTP approval, newsletters and tracking. If in the future you also need practice management (tasks, billing, KPIs), you can upgrade at any time.
The Document Portal plan (ARGO DOC) is the portal for exchanging documents between the firm and its clients. Your clients access, upload documents, receive newsletters and approve documents via SMS OTP. You see who opened, downloaded or approved every document. If in the future you also want to manage tasks, billing and KPIs, you can upgrade to an ARGO Manager plan at any time.
The Document Portal plan is for those who want the client portal: secure document exchange, OTP approval, newsletters and tracking. The Studio plan is for those who want to manage the firm: tasks, deadlines, billing, timesheets, KPIs. The Studio Pro plan includes both plus AI.
Unlimited. There is no cost per client accessing the portal. You only pay the monthly fee for the plan.
When you upload a document that requires approval, the client receives an OTP code via SMS on their mobile. They enter the code on the portal and the document is approved with date, time and complete tracking.
ARGO DOC starts from €49/month for the document portal with client portal, OTP approval and newsletters. The Studio plan starts from €119/month for complete practice management. The Studio Pro plan, the most popular, costs €299/month and includes integrated AI, complete document management with client portal, compliance and dedicated assistance. For larger firms, the Enterprise plan starts from €499/month.
No. The monthly fee includes all features of your chosen plan, updates and support. Onboarding is included. Extra services (data import, integrations, additional training) are optional, with costs communicated upfront.
Yes, at any time. You can switch from Studio to Studio Pro (or vice versa) starting from the following month. No penalties.
You only pay for additional users at the price of your plan. If you consistently exceed the limit, you can consider the next plan — it often works out better.
Yes. We always start with a free 30-minute demo on your specific case. After the demo, you decide.
The Studio Pro plan includes over 100 AI interactions per day for the entire firm, more than enough for daily operations. In the vast majority of cases, you will never reach the limit. If your firm has particularly intensive usage, additional packages are available. Usage is always visible in the dashboard.
Want to see ARGO in action?
30 min demo | response as soon as possible
Social proof: results, not promises
Case study
Studio Bortoletto (PD) - multidisciplinary firm
Typical scenario: task management + timesheets + billing, documents and management control in a single view.
-30%
Time saved on repetitive tasks (assignments, reminders, reports).
0
Unbilled tasks thanks to the task-to-billing flow.
14 days
Audit → setup → training → guided go-live.
~15 min/day
Saved per team member thanks to AI interaction.
"We finally have a single view of case status, time and profitability. Since we started using ARGO's AI, team members create tasks and find documents by talking to the system. What used to take 3-4 minutes of navigating the software now takes a single sentence."
— Operations lead, Studio Bortoletto
What we include in the demo
Reply as soon as possible