For Accountants

Never chase a client for an invoice again.

We fix it for you. Dori keeps your clients financially organized year-round — so invoices, receipts, and reconciliations land on your desk clean, complete, and on time.

See how it works
Built for Portuguese businesses and accounting firms · Works alongside your existing software

The reality

You didn't become an accountant to be a document collector.

Yet most of your week disappears into the same loop. Sound familiar?

  • “Three weeks before VAT and the client still hasn't sent invoices.”

    → Endless chasing

  • “This bank statement doesn't match what they told me last month.”

    → Cleaning up messy bookkeeping

  • “Can you do it all in two days? It's urgent.”

    → Last-minute fire drills

  • “Here's everything from the year. In a single email.”

    → Year-end chaos

What your clients actually do

A simple tool your clients will actually use.

No training videos. No accounting jargon. Just a few things that quietly keep their books in order.

  • Capture receipts in seconds

    Snap a photo, forward an email, or drag a PDF. Dori extracts the details automatically.

  • Connect Portuguese banks

    CGD, Millennium BCP, Santander, Novo Banco, Montepio, Crédito Agrícola — all supported, securely.

  • Reconcile automatically

    Invoices link to bank movements. Expenses categorize themselves. Your client just confirms.

  • See VAT obligations live

    No more deadline panic. Your clients always know what they owe and when.

  • Stay organized for you

    Documents filed. Trail intact. When you ask for something, your client can find it in seconds.

  • GDPR-compliant & secure

    Encrypted at rest and in transit. Bank connections via PSD2-licensed providers. No credentials stored.

What changes for everyone

Better data for you. Better experience for them.

For your firm

Reclaim the hours you lose to admin.

  • Less time chasing missing documents
  • Cleaner financial data, ready to process
  • Faster bookkeeping, faster monthly close
  • Better-prepared, more engaged clients
  • More headspace for advisory and growth work
For your clients

The end of year-end panic.

  • Receipts and invoices, organized as they happen
  • Always-current view of cash and VAT
  • One simple place to share with their accountant
  • Confidence in their numbers, year-round
  • A relationship with you that finally feels strategic

The most important question

Do I need to change my accounting system if my clients use Dori?

No. Dori sits between your clients and you — not between you and the software you already trust. Your stack stays exactly as it is.

Your client

Uses Dori daily

Dori

The connector

Your software

Whatever you use

At month-end, your client exports a clean package — documents, bank transactions, and a reconciliation report — bundled in a single ZIP. They drop it in your shared folder, send it by email, or whatever you already do today.

  • Option 01

    Monthly ZIP export

    Your client downloads a complete package at month-end and shares it your way — email, drive, however you prefer.

  • Option 02

    Weekly auto-forward

    Prefer a steadier flow? We forward your client's invoices automatically each week, so nothing piles up at close.

You keep your software. We just make sure your clients' data arrives clean, complete, and on time.

Founding Accountant Program ⏳ Limited spots available

Be among the first firms shaping how Dori works.

We're inviting a small group of forward-thinking firms to join us as Founding Partners. Test Dori with selected clients, shape the workflow, and earn from every client you bring on.

  • Recurring revenue share

    Earn from every client you refer, for as long as they stay.

  • Exclusive partner pricing

    Special rates for your clients — only available to founding firms.

  • Early access to features

    Try the AI Finance Manager and other features before anyone else.

  • Shape the roadmap

    Your feedback directly influences what we build next.

  • Marketing visibility

    Featured as a Dori Accountant — visible to our entire community.

  • Priority support

    Direct line to our team. No tickets, no queues.

Reciprocal benefit · New program

Your firm becomes a listed Dori Accountant — and we send clients from our community your way.

Apply now

Three ways to partner

Start light. Go deeper when it works.

There's no all-or-nothing commitment. Pick the level of integration that fits your firm today.

  • Recommend

    Refer Dori to clients who need it most. Earn revenue share. Zero workflow change for your firm.

  • Integrate

    Embed Dori into your daily process. Standardize how clients send you data. Speed up every close.

  • Bundle

    Offer Dori as part of your standard service package. Differentiate your firm. Lock in long-term clients.

Let's see if Dori is right for your firm.

A 20-minute conversation. No pitch deck, no commitment. Just a real look at how it could work with your clients.

Book a 20-minute call

Or contact us directly