AI Automation for Accounting Firms

Your team’s expertise is wasted chasing receipts and retyping invoices. We build custom AI around how your practice works: collecting documents, processing data and answering routine questions, with accountants signing off every number.

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Accounting firmsBookkeepersTax practicesFinance teams

Where AI helps accounting firms

Examples of what we can build. Your Discovery Sprint decides what fits your practice, in what order.

Client document collection

Chase clients for missing documents automatically, read what they upload and file everything in the right place.

Receipts and invoices into your ledger

Extract data from receipts, invoices and bank statements into Xero, QuickBooks or your ledger, ready for review and approval.

Client query assistant

Answer routine questions about deadlines, document lists and next steps from your own knowledge base, any time of day.

Deadline reminders

Track filing and payment deadlines for every client and send reminders to clients and staff at the right time.

Management report drafts

Draft monthly commentary from the figures, so accountants review and refine instead of writing from scratch.

Client onboarding

Prepare engagement letters and collect identity and onboarding documents for your team to check.

People stay in charge

AI takes the repetitive work. These always stay with your team.

What stays human

Tax advice and professional judgement
Final review and sign-off of accounts and returns
Filing with tax authorities
Anti-money-laundering decisions

Data and compliance

Financial data is confidential, so AI only sees what each task needs and records stay in your own systems and ledgers.
Professional and anti-money-laundering obligations stay with your qualified staff: AI prepares, people decide.
Every AI action is logged, so you can see what was extracted, from which document and who approved it.

How we handle your data with AI

A typical first project

Start with one automation, prove the value, then expand.

Document collection and data entry

Clients chased automatically and receipts and invoices posted to your ledger for one-click approval.

Implementation at $35 an hour, after a $345 Discovery Sprint that is credited toward the build. Your exact scope and fixed price come from the Sprint.

$1,400–$2,450about 40–70 hours of work

Same approach, different AI

We follow the same process for every client, but the AI we build is different for every business. See what it looks like elsewhere, or read a sample AI Opportunity Map.

Law firms Clinics Real estate E-commerce

Related guides

Practical reading from our blog.

Questions accounting firms ask us

Straight answers about safety, systems and cost.

Does it work with Xero and QuickBooks?

Yes, both offer integrations that we can connect to. Other ledgers and practice management systems can usually be connected through an API or exports, confirmed during the Discovery Sprint.

How accurate is AI at reading receipts and invoices?

Accuracy is high for clear documents but never perfect, so we design for review: extracted data is checked against rules and shown to your team for approval before it is posted.

Is client financial data safe?

We keep data in your own systems, limit what each AI task can see, log every action and choose tools and settings suited to confidential financial information.

How much does it cost?

Every project starts with a $345 Discovery Sprint, credited toward the build. Implementation is $35 an hour, and a document collection and data entry automation typically takes 40 to 70 hours.

See where AI fits in your practice

Our free calculator estimates the hours and money AI could save your team. When you are ready, a Discovery Sprint turns it into a custom plan with a fixed price.

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