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AI for Accounting Firms

AI Automation for Accounting Firms

Build a more efficient accounting firm with AI-powered workflows that automate document collection, bookkeeping tasks, bank reconciliation, and client onboarding.

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Fixed price from $5,000 · live in 14 days · you own it

Why work with us

Live in 14 days

From scoping call to a working system in production in about two weeks.

Fixed price, from $5,000

You know the full cost before any work starts. No hourly billing, no surprise invoices.

Works with your existing tools

Connects to QuickBooks Online, Xero, your client portal, and the document storage you already use.

Accountant review built in

The system suggests and flags. Nothing is final until someone on your team approves it.

You own everything

It runs in your accounts. The code, the data, and the logins are yours from day one.

Built by a senior engineer

You work directly with Dhruv, who has built systems for the BBC and the United Nations. No account managers.

Eliminate the Manual Work That Slows Down Your Accounting Firm

These tasks eat hours every week, and almost none of them need an accountant until the final review.

  • !Chasing clients for missing receipts, statements, and tax documents.
  • !Manually entering financial data from invoices and bank statements.
  • !Spending hours matching transactions and investigating discrepancies.
  • !Repeating onboarding and follow-up tasks for every new client.

AI Solutions Built Around Your Accounting Workflows

Pick the workflow that costs your firm the most time. Each card shows how that automation works.

Client Document Collection Automation

Request, organize, and track client documents automatically.

See how it works →

Bank Reconciliation Automation

Match transactions and flag exceptions for review.

See how it works →

Client Onboarding Automation

Streamline intake forms, document requests, and setup workflows.

See how it works →

AI Document Processing

Extract and classify information from invoices, receipts, and statements.

See how it works →

AI Bookkeeping Automation

Reduce repetitive data entry and assist transaction categorization.

See how it works →

Accounting Workflow Automation

Connect recurring tasks, notifications, approvals, and handoffs.

See how it works →

What Can You Automate With AI in an Accounting Firm?

Automate Document Collection for Accountants

  1. Client request
  2. Automated reminders
  3. Document upload
  4. AI classification
  5. Completeness check
  6. Accountant review

Automate Bank Reconciliation and Exception Handling

  1. Import transactions
  2. Match records
  3. Identify unmatched items
  4. Route discrepancies for review

Standardize Accounting Firm Client Onboarding

  1. Intake form
  2. Identity and business information collection
  3. Document requests
  4. Task creation
  5. Onboarding status tracking

Streamline Bookkeeping and Document Processing

  1. Invoice extraction
  2. Data validation
  3. Categorization suggestions
  4. Accounting system entry
  5. Exception review

Spend Less Time on Repetitive Tasks and More Time Serving Clients

Automation handles the repetitive steps. Your team reviews the exceptions that need their judgment.

Reduce Manual Work

Limit repetitive data handling and follow-ups.

Improve Process Consistency

Standardize recurring tasks and review steps.

Improve Client Experience

Make document submission and onboarding clearer.

Support Firm Growth

Handle recurring workflows more efficiently as the firm grows.

How We Implement AI Automation for Accounting Firms

A fixed-scope build around one workflow, live in about 14 days.

  1. STEP 01

    Pick the workflow

    We review how your firm handles document collection, bookkeeping, reconciliation, and onboarding, and pick the workflow with the biggest time cost.

  2. STEP 02

    Build with review points

    We build the automation, connect it to your accounting software and client portal, and put accountant review at every step where judgment matters.

  3. STEP 03

    Test on real files and launch

    We test with real, redacted client documents and transactions, fix the gaps, and launch with your team trained on the review steps.

Frequently asked questions

How much does it cost?+
Projects start at $5,000 at a fixed price agreed before any work begins. A single workflow, such as client document collection, sits near the starting price. Bigger systems that connect several workflows are scoped and quoted after we look at how your business runs. AI and software usage is billed by the providers directly to your accounts, so you see exactly what you pay. Optional ongoing support is $750 a month.
Does it work with QuickBooks Online and Xero?+
Yes. Both offer APIs we build on. We also connect document storage, client portals, email, and practice management tools wherever they allow integrations, and confirm exactly what connects during scoping.
Will the AI make mistakes in client books?+
It can, which is why the system suggests and flags instead of posting blindly. Extracted data is checked against rules you set, low-confidence items go to a person, and nothing is final until someone on your team reviews it. You decide which steps need sign-off.
Where does our client data live?+
In your accounts, not ours. The system runs on infrastructure you own, any AI provider is one you approve under business terms that exclude training on your data, and we sign an NDA before seeing anything sensitive.
Does this replace our accounting software?+
No. It works around the tools you already have and removes the manual steps between them: chasing documents, keying in data, and matching transactions.
How long does it take?+
Most single workflows go live in about 14 days from the scoping call. If you want several workflows automated, we build them one after another so each one is working before the next starts.

Ready to Automate Your Accounting Firm's Repetitive Work?

Book a consultation. We will find the repetitive work in your firm worth automating first, and tell you exactly what it would cost.

Book Your AI Strategy Call →