Admin Tree
Work Smarter. Not Harder.
We are living in a world where time is gold and precision matters. Admin Tree strengthens professional firms to run smarter and more efficiently. It's not just another software! It's a complete SaaS ecosystem designed particularly for accountants, law firms, and corporate teams who want to ease their daily operations and focus on what really matters: Clients and growth.
Alex Carter
Company
Alex Carter
NovaTech Solutions
Sarah Mitchell
Please add TW paralegal....
James Thornton
Please add TW paralegal....
Priya Nair
Please add TW paralegal....
Shift Name
Morning Shift
Star
10:00
End
18:00
Emily Johnson
UI/UX Designer
Michael Brown
Senior Software Enginee
15k
Active Users
30k+
Total Downloads
10k+
Customers
Are you still struggling with…
These are the daily frustrations slowing down modern accountancy firms. Admintree was built to eliminate every one of them.
Chasing clients for documents
Client messages mixed with personal ones. No audit trail. No secure file-sharing record.
Work conversations on WhatsApp
Client messages mixed with personal ones. No audit trail. No secure file-sharing record.
HR managed on spreadsheets
Leave requests, attendance and shift rotas tracked across disconnected files and inboxes.
No visibility across your business
You can't see what staff are working on, what's overdue or where the bottlenecks are.
Everything your firm runs on,
in one place
No switching. No chasing. No spreadsheets. One standardised workspace for your whole operation.
Client Portal
Clients upload documents, message your team, book meetings and respond to requests — in a branded, secure portal. No more email chains.
Smart Document Hub
Every document automatically converted to a searchable PDF. Centrally stored, instantly retrievable. Tax records, contracts and statements — all in one place.
Built-in Team & Client Chat
Secure messaging for staff and clients within one dashboard. No WhatsApp, no lost threads — every conversation and file share is logged and searchable.
HR & Employee Management
Leave requests, attendance tracking, shift scheduling and staff profiles. Managers see the full picture; staff self-serve the basics on mobile.
Tasks & Workflow
Create assignments & specify due dates - Monitor activity & record events in real time. Past due items pop up to prevent anything from getting by you.
Manager Dashboard
Live view of team attendance, pending documents, overdue tasks and client activity — everything a practice manager needs, above the fold.
Scan Invoices and Bank Statements — Zero Manual Entry
AdminTree's built-in OCR engine reads your financial documents and extracts structured data automatically. Point your camera at an invoice or upload a PDF — AdminTree pulls out the invoice number, vendor name, date, amount, VAT, and payment method in seconds. For bank statements, it extracts the account holder, bank name, and every transaction. All data flows directly into your finance ledger.
Scanning the Document
Detected: Invoice
INVOICE#
INV-2049
Vendor
Orbit Supplies
Date
12 Jun 2025
Amount
$4,820.00
VAT
$385.60
Payment
Bank / Split
Why you'll love Admin Tree
One platform. Four powerful tools. Everything your firm needs to run smarter.
HRMS
Manage employees, leaves, attendance, shifts, and payroll — all in one platform.
CRM
Track clients, manage invoices, and follow up effortlessly with a CRM built for professional firms.
Invoice OCR
Scan invoices and bank statements automatically. Zero manual entry, zero errors.
Team Chat
Stay connected with your entire team through direct messages, groups, and notifications.
Everything You Need All In One Place
Our integrated module are designed to streamline your Workflow,
boost productivity and drive business growth.
Content Library
Organize, manage doc, and deliver all your digital content effortlessly with a centralized content library.
Advance Dashboard
Manage your projects, monitor key metrics, and gain actionable insights effortlessly with a powerful,
Contact Directory
Easily organize, discover, and access all your digital content with an intelligent directory system
Business Analytics
Increase your team's productivity and save time with advanced business analytics that help you.
Real-Time Messaging
Enhance team collaboration and client communication with secure way, real-time messaging solutions
Invoice Management
Simplify billing, payments, and financial tracking with an intelligent invoice management system
Your firm in your pocket
Most of your team will use Admintree on mobile. The app is designed for real workdays — compact, information-dense and fast.
Clock In & Out
Accurate attendance from any location, with shift schedule visible at a glance.
Leave Requests
Submit and track leave with a visual balance bar — no emailing HR required.
Invoice OCR
Point your camera at any invoice. AI extracts every line item instantly — zero manual entry.
mobile-app.png
Team & Client Chat
Message colleagues or clients instantly without mixing work and personal on WhatsApp.
Tasks On the Go
Overdue items appear first. Update status and keep work moving from anywhere.
Shift Roster
View your week roster, assing shifts, and get notified of any schedule changes in real-time.
100 +
Review From Industry Leaders
Loved by our early customers
Admin Tree transformed the way our accounting team works. The automated compliance tools and time-off tracking work flawlessly. It has saved our HR department hours of spreadsheet management every week.
Olivia Parker
Accountant
The document management and client tracking features are incredibly intuitive. Admin Tree lets us focus on clients, not paperwork. I can't imagine going back to our old processes.
Liam Johnson
Law Firm Partner
Managing employee workflows has never been easier. AdminTree automation and smart dashboard save us so much time! The analytics and reporting features give insights that help us make smarter decisions.
Sophia Lee
HR Manager
Questions we get asked
Everything you need to know before getting started with Admintree.