An AI employee for accounting firms

In an accounting firm the AI employee takes over entering source documents, matching invoices to bank transactions and chasing clients for missing paperwork. The accountant only reviews and approves. The first process goes live within 14 days, and the data can stay on your own server.

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Where the hours go today

  • Documents arrive by email, messaging apps and on paper, in every format and at the last minute.
  • Typing invoices by hand and matching them to bank statements.
  • The same client questions: what do you need, when is the deadline, how much do I owe.
  • Reminders for missing documents that nobody has time to send.

What the AI employee takes over

  • Invoice processingReads invoices from email and photos, extracts the data and prepares it for your accounting software.
  • Client remindersTracks which client has not sent what and sends polite reminders before the deadline.
  • Client questionsAnswers routine questions by email or chat from your rules and deadlines, and passes the rest to the accountant.
  • ReportsPrepares monthly summaries for clients from the data in your software.

The first process goes live within 14 days. You see it working with your own data before you pay.

What it looks like in practice

Example scenario: month end

  1. 01

    A client sends 30 photos of invoices over WhatsApp.

  2. 02

    The AI employee reads them, drops the duplicates and fills in the import template.

  3. 03

    It matches them to the bank statement and flags 2 payments without a document.

  4. 04

    The client gets a list of the two missing documents, and the accountant gets a ready package to review.

An illustration of a typical process, not a specific client's result.

What we connect to

We connect to email, WhatsApp or Viber, shared folders and any accounting software with an import or an API. If there is no connection, we prepare an import file.

Where the data stays

Financial data can stay entirely on your own server with a local AI model. We work under GDPR with a data processing agreement.

Frequently asked questions

Will the AI do the bookkeeping for us?

No. It prepares, checks and matches, while the decision and the signature stay with the accountant. That keeps the risk under your control.

Which accounting software does it work with?

Any that has a file import or an API. If it has neither, the AI employee prepares a file in the format the software accepts.

What about badly photographed documents?

It marks them as unclear and asks the client for a better photo instead of guessing.

Other industries

  • Construction companiesAn AI employee turns enquiries and drawings into quotes, collects site reports, tracks deliveries and reminds clients about payments.
  • Wholesale and distributionAn AI employee takes orders from email and messages, checks stock, answers sales questions and prepares quotes and invoices.
  • Logistics and transportAn AI employee takes transport orders, processes CMRs and invoices, answers shipment status questions and prepares driver schedules.
  • Clinics and medical centresAn AI employee books appointments by phone and chat, reminds patients, answers questions and takes load off the front desk. Data stays with you.
  • Online shopsAn AI employee answers customers day and night, writes product descriptions, handles returns and makes video ads for your products.
  • ManufacturingAn AI employee takes orders, tracks materials, prepares shipping documents and answers staff questions from your instructions and data.

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In 30 minutes we look at your processes and tell you which 3 to automate first.

Get in touch