For accounting and bookkeeping firms
The close does not slip because the work is hard. It slips waiting for a client to reply.
AI and automation for accounting and bookkeeping practices: chasing that runs itself, client records read on arrival, and one honest view of where every job actually is.
Where the week goes.
Four jobs that follow a pattern, still done by hand. They are the ones worth looking at first, because a pattern is the part a machine can take.
Month-end waits on documents, not on accounting
The close slips because one bank statement is missing and the client has not answered three emails. The reconciling was never the slow part.
Chasing runs itself: a specific reminder for the one thing actually outstanding, and it stops the moment that thing arrives.
Client records arrive as a pile
Receipts come by email, by message, and as photos. Someone renames, sorts, and keys them in before any accounting starts.
Documents are read on arrival, matched to the right client and period, and queued for review with the figures already pulled out.
Nobody can see where a job is
Status lives in a spreadsheet, a partner’s memory, and a message thread. Meetings exist largely to find out what happened.
One view of every client and every deadline, updated by the work moving rather than by someone remembering to update it.
The same advice is written from scratch
Every client gets a letter explaining the same rule change, retyped and re-personalised one at a time.
The draft arrives written for that client with their figures in it, and an accountant edits instead of starting.
We have not shipped an engagement in this sector yet. When we do, it goes here. Until then this page describes what we would build, not what we have delivered — our one published case study is in medical billing.
The same four services, pointed at this.
Nothing on this page is a separate product. It is AI workflows, automation, custom software, and web — applied to the way your business already runs.
Stay in the loop. Stay ahead.
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