An Alif Group company
Client management
Maintain customer profiles and supporting documents in a central record.
Alif APMS also known as FMS
Manage every engagement, from client onboarding to final delivery
Bring your client information, documents and project workflows together in one place. Designed for audit, accounting and professional services firms, APMS helps teams organise engagements, coordinate reviews, resolve outstanding issues and track work through to completion.
Client onboardingDigital KYC linksEngagement lettersProject-wise costingAI compliance review agentReport delivery
One connected workflow
Every engagement, tracked from start to finish
Your team works from the same client record, the same documents and the same project status, so everyone knows what is pending, what is in review and what is ready to deliver.
- 01Client onboarding
- 02Digital KYC
- 03Engagement letter
- 04Project & costing
- 05Preparation
- 06AI risk review
- 07Issues resolved
- 08Report
- 09Submission
- 10Delivery
Key features
Everything your firm needs to run engagements
Client onboarding
Collect the information and documents required to begin an engagement.
Engagement letters
Prepare and manage engagement letters as part of the project workflow.
Project management
Create projects and track preparation, review, submission and delivery.
Review and issue handling
Record review comments, follow up on pending matters and track their resolution.
Digital KYC links
Send clients a link to complete their KYC information and submit documents.
Document management
Keep customer and engagement documents organised and accessible.
Reporting workflow
Coordinate report preparation, review and final delivery.
Project-wise costing
Calculate the cost of each project and engagement, so you see time, resources and profitability per client.
AI compliance review agent
Upload reports for AI analysis against IFRS and other applicable standards and laws; the agent flags risks and re-checks after every correction until no open risks remain.
AI compliance review agent
Review, correct, re-check, until no risk remains
Upload your audit and financial reports to the APMS AI agent. It analyses each report against IFRS and other applicable standards and laws, highlights the risks and gaps it finds, and explains why. Your team records the corrective action, and the agent runs the analysis again. The cycle repeats until every identified risk is resolved, giving you a documented, repeatable path to compliant reports.
Every analysis round, risk and corrective action is kept with the engagement as review evidence. Your reviewers stay in control of the final sign-off.
- 1Upload report
- 2AI analysis against IFRS & applicable laws
- 3Risks & gaps identified
- 4Corrective action recorded
- 5AI re-runs the risk analysis
- ✓Open risks: 0, ready for sign-off
↻ Steps 3 to 5 repeat until no open risks remain
Business value
More visibility. Fewer follow-ups. One source of truth.
Improve visibility across engagements, reduce manual follow-ups and keep your team working from the same information.
- Audit firms
- Accounting firms
- Tax and advisory firms
- Professional services firms
APMS: frequently asked questions
Who is APMS designed for?
APMS is designed for audit, accounting and professional services firms that manage client engagements from onboarding through review to final delivery.
Can clients submit their KYC information online?
Yes. You can send clients a digital KYC link to complete their information and submit documents, which are kept with their customer record.
How does APMS help with reviews?
Team members record review comments, follow up on pending matters and track each issue to resolution, so every engagement moves through preparation, review, submission and delivery with clear status.
How does the AI compliance review agent work?
Upload your audit or financial report and the AI agent analyses it against IFRS and other applicable standards and laws. It lists the risks and gaps it finds. Your team records corrective actions, then the agent runs the analysis again. The cycle repeats until no open risks remain, and every round is kept as evidence of the review.
Can APMS calculate costs per project?
Yes. APMS calculates costing project-wise, so you can see the cost of each engagement and how it compares with the fee.
Is APMS also known as FMS?
Yes. APMS is the same project and practice management system, also referred to as FMS.
Is APMS used in practice?
Yes. It runs real engagements across our group's audit and accounting firms.
Connect your client and project workflows
From collecting customer information to delivering an engagement, APMS brings your firm's essential processes together. Book a demo to see it with your own workflow.
