Industries · accounting firms
AI Automation for Accounting Firms
Chasing documents and onboarding clients is repetitive work. We scope AI agents for the first step of those workflows, so your accountants spend their time on the work that needs them.
What does AI workflow automation do for accounting firms?
It takes the repetitive first step of the work, such as intake, document requests, status questions and routing, and hands anything that needs judgment to a person.
What you get
Who it’s for
Accounting firms with document collection and client onboarding to run.
- 01An agent scoped to the first step of one workflow
- 02Answers only from information you approve
- 03Routing and hand-off to the right person, with the details
- 04A written scope that names the systems involved and what we connect
- 05Runbooks and recovery procedures, and we operate it after launch
Typical requests
Document collection
Requests and reminders for the documents still missing.
Client onboarding
The first steps of onboarding, run the same way each time.
Routine questions
Answers from approved information, with a hand-off to your team.
Anything else
Handed to a person on your team with the details.
Built around how your business works
We start with one narrow workflow, such as requesting and tracking documents, and agree in writing what done means. The agent never gives accounting or tax advice.
We write down who answers, what is asked, what is urgent and who is told, and build exactly that. We start with one workflow and add more once it works.
How it works
A 30-minute call
We map the problem and decide together whether it is a product or a custom build. It is free.
A written scope
Nothing is built before both sides agree, in writing, on what done means. Custom work is quoted in writing.
Built, then operated
You see the work before launch. Every build arrives with a runbook, a recovery plan and a changelog, and we keep it running.
Pricing
The first call is free. Custom work is quoted in writing before anything starts. Pricing depends on scope and volume, and we quote it in writing.
Questions
- What does AI workflow automation do for accounting firms?
- It takes the repetitive first step of the work, such as intake, document requests, status questions and routing, and hands anything that needs judgment to a person.
- Which systems do you connect to?
- That is decided per project. The written scope names the systems and what we connect, before anything is built.
- Does it give tax advice?
- No. It handles the repetitive first step and hands every question that needs judgment to a person at your firm.
- How does it help with document collection?
- Requests and reminders for the documents still missing. The details are written into the scope with you.
- How does it help with client onboarding?
- The first steps of onboarding, run the same way each time. The details are written into the scope with you.
- How does it help with routine questions?
- Answers from approved information, with a hand-off to your team. The details are written into the scope with you.
- How is it priced?
- The first call is free. Custom work is quoted in writing before anything starts.
Bring us the problem
Book a free 30-minute call. We tell you whether a product already fits or whether it needs a custom build, and we put the scope in writing.