AI for Accounting Firms
AI for accountants without replacing the judgement
Small and mid-sized practices lose a startling share of fee-earning time to document collection, data entry, and client follow-up. AI is good at exactly that work. We put it across the bottom of your workflow so your team can spend more hours on the advisory work clients actually value.
Every engagement is shaped around how your accounting firms business actually runs today. The sections below are the kinds of things we cover and the kinds of results we aim for. Not a fixed menu. We pick the right mix with you.
Sound familiar?
- Client onboarding takes weeks because documents trickle in one email at a time
- Junior staff spend hours keying figures from PDFs, receipts, and bank statements
- Compliance deadlines slip because no one has a single view of what's outstanding
- Partners answer the same client questions over email every week
- Year-end feels like a stampede because work that could be smoothed across the year stacks up
What we could automate for you
A real engagement usually picks a handful of these and adapts each one to how your team already works. It is not a fixed deliverables list. Treat it as the menu of workflows we know how to tackle for accounting firms.
- AI-powered client onboarding portal with automated document requests and chasing
- Document extraction pipeline for invoices, bank statements, and payroll records
- Smart inbox triage that drafts replies to routine client queries
- Deadline and workflow dashboard with automated internal reminders
- Bookkeeping QA agent that flags anomalies before they reach a partner
- Team training on safe, confidential use of AI with client data
Got something on this list you already solved, or something off it that's been bugging you for years? That's the conversation we want to have on the call.
Results you could see
Illustrative numbers from similar engagements, not promises. Every business is set up differently. The real outcome depends on where you are today and which of the above we work on first.
Client onboarding cut from two weeks to three days by automating document collection and chasing.
Reclaimed per junior by replacing manual data entry from bank statements and receipts with an extraction pipeline.
Inbound client emails after deploying a self-service portal backed by an AI assistant trained on the firm's FAQs.
How it works
Discovery
We map your current workflows, put numbers on the pain, and agree the success metrics before anything is built.
Build
We design, build, and test the automation inside your existing stack. Regular demos along the way so nothing is a surprise.
Embed
We train your team, hand over documentation, and stay on hand until the new way of working sticks.
Book a free consultation to discuss pricing
30 minutes on a call. We talk through what the AI for Accounting Firms work would look like for your specific setup, the timeline, and what it would cost. Every engagement is scoped and priced against the actual work. The number you get is the number for your situation.