For Italian accounting firms

Your whole firm. In one place.

The operating platform for Italian accountants. Certified email (PEC) inbox, AI archive, deadlines, FEA e-signature, client portal, self-billing invoices, payments and anti-money-laundering in a single platform. It works alongside the practice management software you already use.

Book a demo (30 min)

€0 today · Cancel in 1 click · Data in the EU

Works alongside your software
Data in the EU
10-min setup
30 days free

Chosen by firms across Italy

Faber Consulting34 CPR Studio De Caro
How it works

Three steps.
No migrations.

Connect your email and clients, configure your firm and Prisma starts working. In ten minutes.

01 · Connect

Email & clients

Connect Gmail, Outlook and certified email (PEC). Import your clients from your practice management software via CSV. Five minutes, no migrations.

02 · Configure

Your firm

Set up the deadline tracker by tax regime, a white-label client portal, FEA e-signature, automatic preservation. Sensible defaults, fully customisable.

03 · Work

Fully integrated

The AI archives documents, reminds clients of deadlines, gets F24 forms and engagement letters signed. You only see what genuinely needs your judgement.

What Prisma is

Not practice software.
An operating system.

Prisma is an operating platform built specifically for Italian accounting firms. It works alongside your practice management software and handles what it doesn't.

AI that understands Italian tax

The AI doesn't just read: it understands. It tells a company registry extract from an invoice, an F24 from a payslip. It extracts VAT numbers, amounts and deadlines. It knows the TUIR, anti-money-laundering rules and the Italian Revenue Agency's practices.

Works while you sleep

Prisma processes certified email (PEC) and client portals day and night. Documents come in, get classified, renamed and filed in the right folder. Every morning you find everything in order.

Compliant, always

Data in Europe. Electronic signature with legal value. Automatic ten-year preservation. Complete audit trail for every operation. GDPR, eIDAS and AgID compliant by default.

What Prisma does

Everything your practice software
doesn't do.

Twelve tools designed for how an Italian accounting firm really works.

Unified certified email (PEC) inbox

Gmail, Outlook and every Italian certified email (PEC) account in a single view. The AI sorts, matches to the client and flags binding legal deadlines.

AI archive

Every document comes in, gets read, classified and filed where it belongs. Without you touching it.

Tax deadline tracker

Complete 2026 calendar for every tax regime. Automatic reminders via email, push and SMS.

FEA electronic signature

Documents signed by the client in two minutes from their phone. Full legal value, complete audit trail.

Professional engagement letters

Engagement letters and mandates with pre-filled templates. Assisted editor, client FEA signature, automatic filing.

F24 approval

You generate the F24, the client receives it via the app and approves it with an FEA signature. Authorisation under Art. 3(3) of Pres. Decree 322/1998. No more chasing.

Anti-money-laundering & PEP

Customer due diligence under Legislative Decree 231/2007 with automatic Politically Exposed Persons check. Risk profile by ATECO code, document-based KYC, complete audit trail.

AgID digital preservation

Compliant digital preservation for ten years. Financial statements, invoices, F24 forms, registers. Automatic.

Client portal

Mobile-first, white-label. Clients upload documents, sign and pay. No passwords.

SDI self-billing invoices

Automatic generation and submission of TD17, TD18, TD19 to the Interchange System (SDI). Receipt tracking.

Optlyx Pay

Fees that collect themselves. Magic link via email/SMS, the client pays in 30 seconds, automatic reconciliation with the invoice. Powered by Stripe.

AI console Narya

The assistant that speaks Italian tax. Ask it about the TUIR, anti-money-laundering, Revenue Agency practice, and it answers in two seconds.

AI archive

Documents
organise themselves.

Every attachment that arrives via certified email (PEC), email or client portal passes through Cortex, Prisma's AI engine.

It reads it. It understands it. It matches it to the right client. It renames it according to your conventions. It files it in the correct folder on Drive, OneDrive or the Optlyx cloud.

The next morning you find everything in its place. Without you having touched anything.

  • Recognises 150+ document types (invoices, F24 forms, CU forms, 730 returns, financial statements, registers…)
  • Extracts VAT number, tax code, IBAN, amounts and dates automatically
  • Adapts to the way you organise your folders, not the other way round
  • Automatically sets up ten-year preservation where required
Real-time archive
May 2026

Supplier invoice received

Studio Rossi · €12,450.00 · filed in /Rossi/Invoices/2026/

2 sec

Certified email (PEC) with binding deadline

Bianchi SRL · tax demand notice · due in 14 days

5 sec

F24 preserved to standard

Verdi & Co. · timestamp applied · 10-year retention

8 sec

Engagement letter signed by client

Neri SAS · FEA signature · OTP verified

12 sec
Platform

Firm + Clients.
In sync.

The firm works from the full dashboard. Clients upload documents, sign and pay from the mobile portal. All in real time.

Prisma dashboard
Firm app
Client portal
Client portal

Works alongside the
software you already use.

It replaces nothing. Import your clients once and Prisma does the rest. Compatible with all the leading Italian practice management systems.

Accounting practice software

TeamSystem Zucchetti PROFIS DATEV Koinos Wolters Kluwer Passcom Sibill GB Software Buffetti + more

Email · Cloud · Payments

GmailGmail
OutlookOutlook
PEC
DriveDrive
OneDriveOneDrive
SharePointSharePoint
Stripe
Security

Data kept safe.
Always in Europe.

The firm's documents never leave the European Union. Native GDPR, eIDAS and AgID compliance, with no configuration.

EU servers

Belgium · Frankfurt backup

Encryption

End-to-end · in transit and at rest

Legal preservation

10 years · automatic · compliant

Compliant by default

GDPR · eIDAS · AgID · CAD

The team

Built by
people who know firms.

An Italian team that looked at an accounting firm from the inside and decided enough was enough.

Lorenzo Puricelli

Lorenzo Puricelli

Founder & CEO

Product, architecture and go-to-market strategy for Optlyx Prisma.

Riccardo Barberini

Riccardo Barberini

Founder

Cybersecurity and cloud infrastructure.

Pricing

From €29 a month,
per seat.

Four plans for every size of firm. No annual lock-in.

Starter

€29

firms of 1–3 people

Most popular

Professional

€39

firms of 4–15 people

Business

€49

firms of 15+ people

Enterprise

€59

multi-disciplinary firms, networks, groups

See all plans

30 days free · €0 today · Cancel in 1 click

FAQ

Frequently
asked questions.

Does Prisma replace my practice management software (TeamSystem, Zucchetti, etc.)?

No. Prisma works alongside the practice management software you already use and handles everything it doesn't: certified email (PEC) inbox, document archive, operational deadline tracker, electronic signature, client portal, SDI self-billing invoices, payments. Import your clients once from CSV or from your software and everything stays in sync. Compatible with TeamSystem, Zucchetti, PROFIS, DATEV, Wolters Kluwer, Passcom, Sibill, GB and Buffetti.

How much does it cost?

Four plans from €29 to €59 per seat/month: Starter €29 (firms of 1-3 people), Professional €39 (4-15), Business €49 (15+), Enterprise €59 (multi-disciplinary firms and networks). All include the certified email (PEC) inbox, AI archive, deadline tracker, FEA e-signature, AgID preservation and client portal. 15% discount if you pay annually. See all plans →

How does the free trial work?

30 days of full access to all the features of your chosen plan, €0 today. On day 12 we notify you by email. On day 15 the subscription starts only if you have added a payment method; otherwise the account is frozen in read-only state for 30 days.

Is the FEA signature legally valid?

Yes, full legal value. Prisma's FEA signature complies with the Italian Digital Administration Code (CAD, Art. 20) and the EU eIDAS Regulation (Art. 26). Valid for professional engagement letters, mandates, F24 forms, anti-money-laundering. Complete audit trail, automatic ten-year archiving.

How long does it take to get started?

Basic setup in ten minutes. Firm details, first clients, email integrations, tax regime. Bulk import of two hundred clients in five minutes via CSV. Certified email (PEC) connected in two minutes.

Where is the data held?

European servers (Belgium). Never transferred outside the EU. Encryption at-rest and in-transit. GDPR, eIDAS and AgID compliant. DPA under Art. 28 available from the Professional plan upwards.

Try it for
fourteen days.

€0 today. Onboarding in ten minutes. Cancel in one click. Your data stays in the EU.

Book a demo (30 min)

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free trial.

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