▪ Industry · Financial Services
AI automation for Accounting Firms.
Accounting firms lose margin to manual data entry and client chasing. We automate the busywork so your team does the advisory work that actually gets billed.
70% less manual data entry · 50% faster monthly close · 8 hrs saved per client monthly
▪ Where The Hours Go
The manual load holding accounting firms back.
Manual data entry
Receipts, invoices and statements are keyed and categorized by hand, especially at close and tax time.
Endless client chasing
Staff spend hours requesting documents and following up on missing information.
Deadline crunch
Everything piles up at period end because the prep work is manual and sequential.
▪ What We Automate
How we automate accounting firms.
Every system below is scoped in the Audit, built into your real tools, and measured against a baseline. You own all of it.
Automated bookkeeping and categorization
Agents ingest receipts, invoices and bank feeds, categorize transactions, and flag anomalies, so the books stay close to current all month.
Client document collection agents
Agents request, chase and validate the documents needed for each engagement, so staff stop playing email tag at deadline.
Automated reconciliation and close
Reconciliations run continuously and exceptions are surfaced for review, cutting the close from days to hours.
Client service and advisory prep
Routine client questions are answered automatically and review packets are drafted from the data, freeing time for advisory.
▪ The Stack We Run
Your accounting firms agent stack.
Scoped in the Audit, first system live in 30 days, then run under managed operations.
▪ The Outcome
70%
less manual data entry
50%
faster monthly close
8 hrs
saved per client monthly
▪ Questions
Accounting Firms, answered.
▪ Related Industries
We automate these too.
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