Management for accounting firms
Your firm.More intelligence.More efficiency.
Receive documents, prepare obligations and follow every client in one place. Technology proposes, the accountant decides.
Intake
Every document finds its place.
Invoices, receipts and other documents arrive in one place and are organised by client.
Proposal
Technology prepares the proposal.
Every proposed entry arrives with the legal basis behind it.
Proposal · awaiting validation
Overview
More context to work with.
A single view of every client: what is missing, what does not match and what is waiting for approval.
- VAT
- Modelo 22
- Payroll
Decision
The decision stays with you.
No entry goes in without validation, and nothing is submitted to the authorities without the express approval of a chartered accountant.
Read the experience as text, without animation
The same story as the animation, in five moments, with a description of each image. The page has no sound: all the information is in text.
Management for accounting firms
Your firm. More intelligence. More efficiency.
Receive documents, prepare obligations and follow every client in one place. Technology proposes, the accountant decides.
Image: Graphite cubes, some of them gold, float scattered over a light floor with a fine grid: a firm's data, not yet organised.
Intake
Every document finds its place.
Invoices, receipts and other documents arrive in one place and are organised by client.
Image: The cubes line up into a single grid, close to the floor.
Proposal
Technology prepares the proposal.
Every proposed entry arrives with the legal basis behind it. Proposal · awaiting validation.
Image: The grid splits into three lanes and a gold line sweeps across them, like a reading.
Overview
More context to work with.
A single view of every client: what is missing, what does not match and what is waiting for approval. VAT, Modelo 22, Payroll.
Image: The three lanes rise into three blocks of cubes, labelled VAT, Modelo 22 and Payroll.
Decision
The decision stays with you.
No entry goes in without validation, and nothing is submitted to the authorities without the express approval of a chartered accountant.
Image: In front of the three blocks a gold sphere with a thin ring lights up: the point of validation.
Video · 40 seconds
From document to decision.
From the invoice received to the approval, with screens from the application and sample data. The video has no sound: the text is on screen and also written out below.
Read the video text
- Gestor Minuto. Management for accounting firms.
- Documents arrive. They are organised by client. (The invoice queue and an open invoice.)
- Technology proposes. Every entry with its legal basis. (SNC entry proposal and the Validate entry button.)
- Nothing goes to the Tax Authority without approval. A chartered accountant decides. (Submission approvals, with Approve and Reject.)
- VAT, payroll and retainers. In one place. (VAT calculation, Social Security and retainers.)
- The whole firm, in one place. Five applications, one line. (Firm dashboard.)
- Technology proposes. The accountant decides. Request a demo.
Contribution Cycle Simplification (SCC)
Mandatory from 1 January 2027
SCC changes Social Security for every employer. Gestor Minuto already handles it.
Under SCC the monthly remuneration return goes away: Social Security calculates each worker's contributions and the employer confirms, corrects or adds values. In Gestor Minuto this new cycle sits in the same flow as each client's payroll, with the usual rule: nothing is confirmed without a certified accountant's approval.
See SCC in a demoWhat changes with SCC
Social Security calculates
Contributions are calculated from what Social Security already knows: employment contracts, rates, fixed pay, absences such as sickness or parental leave, and hiring incentive reductions.
Confirm by the 20th
The employer confirms the values by the 20th of the following month. With no reply, the calculated values count as accepted.
Pay between the 1st and the 25th
Payment is still monthly, based on the data made available by Social Security, between the 1st and the 25th of the following month.
Variable pay is still reported
Bonuses, commissions, pay rises, allowances and other variable pay are still reported, through Segurança Social Direta or the PSi platform. A representative of several companies, such as an accounting firm, can do it on their behalf.
2026 is the transition year: employers can join at any time, it takes effect the following month and cannot be reversed. On 1 January 2027 every employer is covered.
Source: Portuguese Social Security, SCC FAQ (May 2026, in Portuguese) (opens in a new window)
Explore the platform
Three areas, one place to work.
Choose an area to see what the platform organises and where each person's decision comes in.
Documents
From the document received to the document filed.
Each client's documents arrive in one place. The platform reads them, prepares the proposal and keeps everything in the client's archive.
- IntakeInvoices, receipts and other documents are linked to the right client.
- ProposalsEvery proposed entry arrives with the legal basis behind it.
- ArchiveOnce validated, documents are filed and easy to find.
Obligations
Obligations prepared, waiting for whoever decides.
From validated entries, the platform prepares the client's obligations. Submission is always authorised by a chartered accountant.
- VATCalculation from validated entries and preparation of the periodic return.
- Modelo 22Preparation of the annual return from the year's accounts.
- PayrollPayroll and Social Security obligations in the same flow.
Team
Everyone with their own role.
Whoever prepares is not whoever validates. Profiles separate responsibilities so that every decision has a name.
- Who preparesOperator: handles documents and prepares proposals, without submitting anything.
- Who validatesChartered accountant: reviews, validates and authorises submissions.
- Who administersAdministrator: sets up the firm and decides who can access what.
How it works
Receive. Prepare. Validate.
Three steps where technology does the work and a person decides.
1 · Receive
The document arrives and is read.
The document is linked to the client and ready to handle. No one has to look for it in an inbox.
Platform
2 · Prepare
The platform prepares the proposal.
It proposes the entry and shows the legal basis. A proposal is just that: it is not in the books yet.
Platform and operator
3 · Validate
A chartered accountant decides.
They review the proposal and validate or correct it. Nothing is submitted to the authorities without their express approval.
Chartered accountant
Security
Designed to protect what the firm keeps.
Principles that are part of the platform's design. The technical detail is on the security page.
Encrypted credentials
Credentials for the authorities' portals are stored encrypted.
Role-based access
Each person sees and does only what their profile allows.
Sensitive actions logged
Whoever reveals a credential, and when, is recorded.
Backups and restore
Regular backups, with restore tested.
Designed for whoever signs off.
Technology proposes. Technical responsibility stays where the law puts it: with the chartered accountant.
See Gestor Minuto at work.
Ask for a demo. We show the platform with sample data, in a separate environment.
Talk to us
Request a demo or ask us a question. We reply by email. The demo runs in an environment separate from production, with sample data.