How Intuitu built a custom compliance engine for accountants without writing code

We were looking for a flexible, cost-effective, and secure solution that replaces our spreadsheet-based task management. The application we built with Baserow meets our specific work processes and ensures we never miss a deadline that could lead to tax penalties.

Muriel Bourgeois, Managing Partner, Intuitu Partners

Intuitu Partners replaced risky spreadsheet tracking with a secure, custom Baserow application. With the help of TeamIA, a local IT partner, they built a specialized system to manage tax calendars, ensuring total compliance and eliminating the risk of penalties for their clients.

Industry

Fiduciary & Accounting

Organization Size

Boutique (Small)

Region

Luxembourg

Baserow Capabilities

• Relational Database
• Workflow Automations
• On-Premise Security

Implementation Partner

TeamIA Luxembourg

About Intuitu

Intuitu Partners S.à r.l. is a Luxembourg-based boutique fiduciary firm. Since 2014, they have offered specialized tax and administrative services to international holding companies and commercial clients. In the world of high-level fiduciary services, client trust is paramount, and confidentiality is non-negotiable.

Challenge: Managing complex tax calendars without the risk of human error

For a fiduciary firm like Intuitu, task management is not just about productivity; it is about compliance. Accountants must juggle strict monthly, quarterly, and annual filing deadlines for various clients.

Intuitu relied on spreadsheets to track these obligations. However, as the client base grew, spreadsheets became a liability. A single manual error or a missed row could result in missed tax deadlines and financial penalties q§for clients, a risk Intuitu was not willing to take.

They needed a solution that was:

1. Rigid on deadlines: To ensure zero compliance failures.
2. Flexible on process: To adapt to the unique needs of holding companies vs. commercial entities.
3. Highly Secure: To protect sensitive financial data (requiring on-premise hosting).

Solution: A partner-assisted build for rapid deployment

Intuitu chose Baserow for its ability to combine the ease of a spreadsheet with the power of a relational database. To accelerate development, they collaborated with TeamIA, a local digital transformation partner.

Together, they built a Compliance Command Center tailored to the accountants’ workflow.

1. A Single Source of Truth for Fiscal Obligations

Unlike fragmented Excel files, Baserow acts as the central brain for the firm. The database links Customers, Accountants, and Service Contracts. This relational structure means that when a new client is onboarded, their specific filing requirements automatically populate the task lists for the year.

2. Automating the Mental Load

Intuitu used Baserow’s automation capabilities to replace manual tracking. The system triggers tasks and reminders automatically based on statutory deadlines. This removes the mental load from accountants, allowing them to focus on advisory work rather than schedule management.

3. Operational Continuity

The application manages leave of absence and capacity planning. If an accountant is away, the management team can instantly view the status of that accountant’s portfolio in the app and reassign tasks to ensure continuous service delivery.

Results: 100% Compliance and Peace of Mind

Elimination of Compliance Risk

The primary goal was achieved: the system provides a failsafe against missed deadlines.

“Our application is used daily by our accountants and managers. It ensures we never miss a deadline,” notes Muriel.

Speed to Market via Partnership

By leveraging TeamIA’s expertise and Baserow’s no-code interface, the application was built and deployed in just a few weeks. This hybrid approach, business experts guiding the logic and a partner handling the setup, proved significantly faster and cheaper than traditional software development.

Enterprise-Grade Security for a Boutique Firm

Client confidentiality is the core of Intuitu’s business. By deploying Baserow on-premise, Intuitu retains full sovereignty over its data. Access is strictly governed via Role-Based Access Control (RBAC) and Single Sign-On (SSO), ensuring accountants only see the data relevant to their specific portfolio.