AI for Accounting Firms
AI for Accounting Firms gives a typical manager 15 hours a week back: the document chase, the uncategorised-transaction emails and the onboarding checklist run themselves inside Xero or QuickBooks and your inbox, and your team only steps in when a client needs a judgement call.
Free · 30 minutes · Yours to keep
Client document chasing
8 hours a week back and complete files days earlier.
Sound familiar?
It's all up onthe office wall.
The same four headaches, pinned up every week and never quite sorted.
The monthly chase
Someone emails forty clients for bank statements and receipts, then emails thirty of them again. It's the least skilled job in the building and it eats a senior person's Monday.
Uncategorised transactions
Same queries every month. What was this card payment? Is this personal? Each one is a two-line email that takes ten minutes to write and three days to come back.
Onboarding by checklist
Engagement letter, ID check, authority forms, software invites. A new client touches five systems before anyone does any accounting.
Deadline season
Year-end and tax deadlines stack up, juniors are hard to hire, and the admin doesn't shrink just because the real work grew.
The automations
15 automations we buildfor Accounting Firms.
Click any one to read exactly how it works: the steps, the software it runs in, and where you sign off. There's enough on each page to build it yourself, or we build it with you.
And 12 more, biggest saving first
- Working papers and review notes5 hrs a week
- Data entry from PDFs and forms5 hrs a week
- Payroll query handling4 hrs a week
- Bookkeeping anomaly review4 hrs a week
- Engagement letters and client onboarding3 hrs a week
- Client status updates3 hrs a week
- Tax and rule change alerts3 hrs a week
- Bank reconciliation prep3 hrs a week
- Filing deadline reminders2 hrs a week
- Client advisory alerts2 hrs a week
- Year-end and tax-season checklists6 hrs a week in season
- Month-end pack4 hrs a month
Hours back are typical, not promised. Yours get worked out on the call.
What it's worth
$46,000
a year back in the business, typically
20 hours a weekoff your desk.
In a typical week these jobs take 25 hours. Your elves take 20 of them. Here's the sum, shown in full, at a modest $50 an hour.
- Chasing client documents8$18,400
- Bank-feed queries4.5$10,350
- New client onboarding3$6,900
- Status emails to clients2.5$5,750
- Payroll and filing questions2$4,600
20 hours back a week × 46 working weeks × $50 an hour
- Days
- earlier to a complete client file
- 0
- reminder emails written by hand
Typical figures, not a promise. Your free live build gives you your own.
You sign off
Supervised first.Hands-off only where you say.
Your elves draft, sort, chase and remind. Anything that can't be undone, or that speaks for the business, waits for your OK.
- 01
The first few weeks
Supervised
Every draft waits for your OK before it goes anywhere.
- 02
Once you trust it
Routine ones go out
Only the kinds you pick go out on their own. The rest still wait.
- 03
From then on
Check-ups
We look after your elves and adjust them as the business changes.
At every stage
It won't be perfect. That's why a person sees anything that matters.
Client document chasing
Any reply that isn't a document, like a question or a complaint, goes to a person.
Monthly management accounts for clients
A partner or manager reads every pack and owns the commentary before it's sent.
Your software
Keep the software you pay for.Your elves work inside it.
Every job on this page runs inside software you already use. Your team keeps working the way it does now.
The number on each is how many of the 15 jobs on this page run in it.
Using something else? We build into that instead. See all the software we work with.
Your business
- 10Xero
- 10QuickBooks
- 8Karbon
- 10Outlook
- 9Gmail
- 3Google Drive
- 1DocuSign
How it starts
See it working before you pay a cent.
It starts with a free 30-minute call. We build one real thing with you, on your own work, so you see exactly what this does. If there's more worth doing, you get a plan and a price in writing.
01 · 30 minutes
Free live build
Bring one job, say client document chasing. We build it with you on the call. It's yours, whatever you decide.
02 · In writing
Your plan
What we'd build next, the hours it should save each week and the price, in writing.
03 · Built for you
We build it
Around how your business already works, inside your software. You sign off before anything goes live.
04 · Your call
Hand over or keep improving
Take it over with video guides for everything, or keep us on monthly to improve it and build what's next.
- What does it cost?
- The price depends on how many jobs and systems are involved, and it's set out in the written proposal, not as an hourly estimate. You get that proposal within 48 hours of the free live build.
- How long does a build take?
- A first accounting firm build is usually live in one to two weeks. A person checks its work before it runs on its own, and the written proposal after the free live build sets out the exact scope, price and timeline before you commit to anything.
Free, 30 minutes, and what we build is yours.
Already know what you need? Ask about a one-off build or a retainer.
Related pages
The rest of the businessgets its hours back too.
Each page is one part of the business, with the jobs we build for it.
FAQ
What owners ask us first.
Something we haven't covered? Ask it on the call.
Does client data leave our systems?
No. Client data stays in accounts your firm owns, with access limited to the mailboxes and ledgers each part of the build needs. Every permission is written down in the handover pack, and you can revoke any of them yourself.
We already use Dext or Hubdoc. Does this replace it?
No. Dext and Hubdoc read receipts well, but they don't chase the client who never sends them. That chasing is the bit we build, around the tools you already have.
We run our work in Karbon. Does this fit around it?
Yes. Karbon stays where your team plans and tracks work. The build reads work items from Karbon to know which clients to chase and update, and ticks tasks off as documents arrive.
Will clients know they're getting automated emails?
Client emails come from your firm's address, in your firm's voice, and anything that needs judgement waits for a person to approve it. What most clients notice is that they get asked once, clearly.
Will this replace any of my staff?
No. The hours freed, around 15 a week per manager, are the admin hours your seniors resent. Most firms use them to take on more clients through busy season without hiring another junior.
How long does a build take?
A first accounting firm build is usually live in one to two weeks. A person checks its work before it runs on its own, and the written proposal after the free live build sets out the exact scope, price and timeline before you commit to anything.
What does it cost?
The price depends on how many jobs and systems are involved, and it's set out in the written proposal, not as an hourly estimate. You get that proposal within 48 hours of the free live build.
Next step
Take one job off your desk this week.
Every week you wait is another week of the same jobs done by hand. Book a free 30-minute live build and leave with your first elf working.