Run thirty mandates without losing your sanity. Mast brings every client, every document, and every review thread into one workspace.
I manage 30+ clients across four tools and a hundred email threads. By the time I get to the closing, I am exhausted before I even start.
Books, banks, vouchers, audit threads. Each in its own tool, on its own timeline.
You cannot fix what is missing. You can only chase it down by email and hope it lands before month-end.
The same questions every year. Different formats every time. Threads scattered across inboxes.
Every client lives in their own Mast tenant with their own books and permissions. You switch with one click. No exports, no Dropbox folders named "v3 final FINAL", no toggling between four logins.
Your mandates upload invoices, receipts, and bank statements directly. Mast suggests categorisations and reconciliation matches for you to accept, edit, or reject. You stay in review mode, not data-entry mode.
Auditor questions, follow-ups, and adjustments live in conversations attached to the right journal entry. Searchable. Permanent. Survives every handover.
You review what came in overnight across all 30 clients. No tab juggling, no separate logins. Anomalies are flagged at the top.
CAMT.053 file imported automatically via SFTP. Mast already matched 80% of the lines. You confirm the rest in a few clicks.
A thread on a Q1 marketing entry pings you. You answer in three lines, attach a board minute, the trail is preserved on the entry forever.
Your mandate took the photos on their phone. Mast suggests the category and the matching account. You confirm, adjust, and post the journal entries in two minutes.
You hit close on one mandate. The period locks, depreciation schedules run, balance sheet and income statement auto-generate. Ready to share.
Every client status, deadline, and exception in one screen. Filter by status, by closing date, by missing documents.
Your mandates upload, you post. Granular permissions per role. Mobile receipt capture comes built in.
Every question, answer, and supporting document attached to the journal entry it concerns. Search across mandates, periods, and auditors.
We are working with a small group of fiduciaries to refine the multi-mandate experience. Apply to join the private beta and we will set up your first mandates with you.