Fiduciary and auditing firms are no longer just about compliance—they're evolving into one-stop shops for financial and legal services. Clients want everything handled in one place, pushing firms to expand their offerings. But with expansion comes a challenge: operational efficiency.

One overlooked but essential service? Invoicing. Manual processes slow things down, and with e-invoicing becoming mandatory in many countries, firms risk falling behind. The solution? Fast, seamless API integration—unlocking new revenue streams while keeping compliance in check.

In this case study, we’ll cover:

Fiduciary and Auditing Companies

Goal To Become The One-Stop Shop

Invoicing Challenge

Start Invoicing Feature in Less Than a Week

 

 

Fiduciary and Auditing Companies

Fiduciary and Auditing Companies provide essential financial and compliance-related services to businesses, individuals, and organizations. While both play crucial roles in financial management, they serve distinct purposes in ensuring financial integrity, compliance, and strategic growth. However, some companies decided to combine it into a one company, providing their clients a true one-stop shop, one such company is Findea.

Fiduciary company

A fiduciary company manages financial, legal, and administrative responsibilities on behalf of clients while acting in their best interests. These companies provide corporate services, tax planning, and asset management solutions, ensuring businesses and individuals comply with financial regulations while optimizing wealth management strategies.

Auditing companies

Auditing companies focus on reviewing and verifying financial records to ensure compliance with regulations and internal policies. Their primary role is to provide transparency and accuracy in financial reporting, helping businesses prevent fraud, maintain credibility, and adhere to regulatory standards.

 

 

Goal To Become The One-Stop Shop

Whether you are a fiduciary, auditing company, or both, many firms strive to become a one-stop shop for their clients. Users prefer convenience—one company handling all their paperwork, legal requirements, and financial processes. As competition intensifies, fiduciary and auditing companies are expanding their service offerings by either:

Building all features in-house (a costly and time-consuming process).

Partnering with other companies to combine multiple services into one platform.

Integrating third-party APIs to streamline operations and offer more functionality.

One crucial feature that is often overlooked is invoicing. Manual invoicing is a challenge for many businesses—time-consuming, costly, and prone to errors that can lead to fines. Now, e-invoicing is becoming mandatory in multiple countries, making compliance even more complex.

For your clients, e-invoicing means:

Streamlined, automated invoicing with their branding.

Zero errors, no manual work, and reduced costs.

For your company, e-invoicing is an opportunity to:

Offer a new revenue stream.

Expand your service offerings.

Stay ahead of competitors who haven’t integrated e-invoicing yet.

 

 

Invoicing Challenge

Integrating an invoicing feature can be challenging if not done correctly. With global regulations constantly evolving—and some countries already mandating e-invoicing—building an invoicing system in-house would be a never-ending task. Not to mention the year-long development process and the cost of multiple developer salaries.

The smarter approach? Integrate a third-party API. However, not all APIs are created equal. The API should support:

Multitenancy – Allows both you and your clients to use the same API while keeping data secure and private. This ensures smooth integration into your platform while enabling others to use it as well.

Built-In-House Look – Clients trust your platform. If invoicing feels like a third-party add-on, they may hesitate to use it. White-labeling ensures that invoicing blends seamlessly into your platform with your branding.

Data Security – If handling sensitive financial or business data, the API must ensure top-tier encryption and compliance to keep data safe.

Global Compliance – The API must support all the countries your business operates in—including those of your clients. Having extra country support is even better for future expansion.

Strong Integration Support – A reliable API provider should offer detailed documentation and responsive support to help with integration and troubleshooting.

Proven Market Credibility – Compliance takes years to perfect. Choosing an untested API risks flaws and struggles to keep up with ever-changing regulations. A well-established API ensures reliability and long-term compliance.

 

 

Start Invoicing Feature in Less Than a Week

Many fiduciary and auditing companies, like Findea, choose to work with Space Invoices. You can check out the full case study here. Space Invoices helps you integrate the invoicing feature in less than a week, allowing you to immediately start supplying your clients.

You will be able to:

Have one API for current and future global tax and invoicing compliance;

Support and upsell your clients worldwide,

Ensure all documents are archived and successfully reported to responsible institutions;

Become a one-stop shop for current and future clients;

Streamline processes and eliminate manual errors, saving time and money.

Do you have questions about invoicing features for tax platforms?

We are ready to help.

Additional reading:

• 2030 Intra Community E-invoicing Mandatory EU ViDA
• 3 Best White-Label Invoicing APIs for B2B SaaS, Fintech, and Neobank Platforms
• Ask Your Developer: Key Insights for the Build vs Buy Debate in Invoicing API