AI Automation for Accounting Firms

Accounting workflow automation for firms buried in client admin

Chasing clients for documents. Keying in bank lines and receipts. Onboarding new clients. Preparing the same reports every month. We automate the admin around your accounting work, connected to the software your firm already uses, so your team spends its time on work that needs an accountant.

Find What You Can Automate See the workflows

Built for firms of 10–100 people. Your data, your software, your review process.

Client job, automated

  1. Document request sentPersonalized, with remindersChased
  2. Receipts and bills readDetails extracted, coding suggestedPre-filled
  3. Practice system updatedJob status changes itselfTracked
  4. Management report draftedReady for reviewReview

Anything unusual goes to your team to review first.

Your firm's capacity problem is really an admin problem

You can't hire qualified people fast enough, and the ones you have spend a surprising part of their week on work that isn't accounting:

Every hour spent here is an hour of capacity you're paying for and not billing for.

  • Sending the fourth reminder for last quarter's bank statements
  • Downloading receipts from email and matching them to transactions
  • Retyping client details from onboarding forms into three different systems
  • Sorting a shared inbox full of client questions, documents and "just checking in"
  • Rebuilding the same management report for each client, every month
  • Updating the practice management system so everyone knows where each job is

Which accounting workflows can be automated?

Client document collection

Today

Staff send reminders and track what's missing in a spreadsheet.

Automated

Personalized requests go out automatically, uploads are checked for completeness, reminders follow up, and the job status updates itself.

Bank, receipt and bill processing

Today

Receipts and bills are downloaded, read and entered by hand.

Automated

AI reads receipts and bills from email or uploads, extracts the details, suggests coding and prepares them for review in your accounting software. See invoice processing automation and reconciliation automation.

Client onboarding

Today

Details are copied from forms and IDs into several systems, and engagement admin is chased manually.

Automated

Form data flows into your practice management, CRM and accounting systems; missing items are chased automatically; the onboarding checklist tracks itself. See client onboarding automation.

Inbox triage

Today

Everyone reads the shared inbox and decides who should deal with what.

Automated

Each email is read, categorized, linked to the right client and job, and routed to the right person, with a suggested reply for routine questions. See inbox automation.

Month-end and management reporting

Today

Data is exported, pasted into a template and commented on for each client.

Automated

Figures are pulled directly from the ledger into your report template, with a first-draft commentary for review.

Job and deadline tracking

Today

Statuses are updated by hand, and deadlines live in people's heads.

Automated

Status updates are triggered by real events (documents received, reviewed, filed), and overdue work is flagged automatically.

Every firm runs these slightly differently. We map your version before building anything.

What changes for your team?

  • BeforeStaff chase clients for documents

    AfterClients are chased automatically; staff see only what's still missing

  • BeforeReceipts and bills are keyed by hand

    AfterReceipts and bills arrive pre-filled for review

  • BeforeNew client details are entered three times

    AfterNew client details are entered once

  • BeforeThe shared inbox is everyone's job

    AfterEmails are sorted and routed before anyone opens them

  • BeforeReports are rebuilt each month

    AfterReports are drafted and ready for review

Professional judgment stays with your team

Automation handles the admin. Your accountants still review, approve and sign off. Nothing is filed, posted or sent to a client without the checks you decide on.

  • Human review where it matters.

    When the AI isn't confident, or the stakes are high, the item goes to a person to check before anything is posted.

  • Rules, not guesswork.

    We add validation checks (totals, formats, duplicates, matching against your records) on top of the AI.

  • A clear audit trail.

    Every automated action is logged: what came in, what was extracted, what changed, and who approved it.

  • Your data stays protected.

    We sign an NDA before we see your data, access is limited to what the automation needs, and we never use your data to train AI models.

  • Built for confidential client data.

    We sign an NDA with your firm, access is limited to the systems and clients each automation needs, and your clients' data is never used to train AI models.

Works with the software your firm already uses

We connect to your existing tools, including:

Works with

Accounting software

  • Xero
  • QuickBooks Online
  • Sage
  • NetSuite
  • MYOB
  • FreeAgent
  • Zoho Books

Practice management

  • Karbon
  • TaxDome
  • Canopy
  • Ignition
  • FYI
  • Xero Practice Manager
  • CCH iFirm

Receipts, documents and storage

  • Dext
  • Hubdoc
  • Suralink
  • SharePoint
  • Google Drive
  • Dropbox

Email

  • Microsoft 365 / Outlook
  • Google Workspace

Spreadsheets and reporting tools

Excel, Google Sheets and others

Using something not listed? If it can be reached, we can usually connect to it.

How it works

  1. Audit

    We learn how your firm handles a client job today, from onboarding to sign-off, and where your team's time goes.

  2. Identify

    We pinpoint the processes where automation will realistically pay for itself, and tell you which ones won't.

  3. Build

    We build the AI-powered automation, with checks and human review where the stakes are high.

  4. Integrate

    We connect it to the software your team already uses, so nobody has to learn a new tool.

  5. Improve

    We monitor it, fix issues, and expand it as your business changes.

Accounting workflow automation: common questions

What is accounting workflow automation?

Accounting workflow automation uses software to handle the repetitive steps around accounting work, such as collecting client documents, processing receipts and bills, onboarding clients, sorting email and preparing reports, so that accountants can spend their time on review and advice. Workflow automation in accounting firms works inside the practice and accounting software you already use.

Is this accounting workflow automation software?

No. It's automation built and connected for your firm, working inside the accounting and practice management software you already use. You don't have to adopt, configure or maintain another platform.

Will AI make accounting decisions?

No. AI prepares, suggests and flags. For example, it can suggest how a transaction should be coded, but your team reviews and approves. You decide where the review points sit.

Will our clients notice a difference?

Only in a good way: faster responses, clearer document requests and fewer "can you send that again?" emails. Client-facing messages can be written in your firm's tone and sent from your usual address.

How do you handle client confidentiality?

We sign an NDA before we see any client data, only access the systems each automation needs, log every action, and follow your firm's data policies. Your clients' data is never used to train AI models.

Is busy season a bad time to start?

Starting just before busy season is often the best time, because that's when the admin hurts most. But we'd rather build carefully than rush. We'll agree on a timeline that doesn't add risk during your busiest weeks.

Let's find the first process to automate at your firm.

Tell us where your team loses the most time: chasing, keying, onboarding or reporting. We'll tell you what AI can realistically take off their plate.

Find What You Can Automate

Free assessment. No commitment. If something isn't worth automating, we'll say so.

↑