Intended audience
Accounting-practice leaders, operations staff and practitioners investigating workflow coordination, document authority, task ownership and review bottlenecks.
Products / Forseti
Accounting-practice operations
Forseti
A downloadable practice assistant designed around one simple chat window. Prepare time-consuming client administration with clear scope, useful drafts and human review.
LOCAL SYNTHETIC PROTOTYPEPILOT BY AGREEMENT
Problems being explored
- Work moving across inboxes, spreadsheets and practice systems.
- Unclear ownership, handoffs or evidence of review.
- Difficulty relating current and superseded source material to the relevant event date.
- Repeated coordination effort around client work.
Potential workflow applications
- Structured intake and task routing.
- Authority and approval registers.
- Time-aware source and rule-change review.
- Exception queues and evidence-linked practitioner review.
Human judgement remains necessary
Practitioners retain professional judgement, advice, interpretation, client communication, approval and lodgment authority. Missing or conflicting coverage should produce a hold for review.
Deployment and integration considerations
Practice services, systems, permissions, regulatory scope, data sensitivity, provider restrictions, hosting, retention, integrations and security controls must be agreed per project.
Current availability
A local synthetic address-change workflow is being evaluated. Practitioner rules, installation acceptance, hosted account integration and live system connections remain pending. The demonstration does not update external systems or establish accounting accuracy.
The intended customer experience
Your account online. Your work in Forseti.
1. Manage your account
Use the DJB Optimise customer portal for subscriptions, individual staff access, installation licences, software downloads and support.
View the portal design2. Install and activate
Download the approved software for your operating system, sign in with your individual account and activate the practice installation. Production installers and hosted activation are not available on this website yet.
3. Open Forseti directly
Launch the separate local workspace for conversations, supported attachments, draft preparation, approvals and history. Daily client work belongs in the app; it is not performed in this website portal.
Practice records stay in configured practice storage. The account service manages subscription and licence metadata. Connected email or accounting services require separate authorisation. Offline work follows the applicable licence policy; it is not an unlimited offline entitlement.
Current boundary: the portal below is a design preview, not a connected subscription service. The local demo uses a separate test authority. A dedicated desktop window is the intended experience; the current candidate uses local web pages.