In an accounting firm, time is rarely lost on technical work: it goes into collecting documents, repeated follow-ups, tracking deadlines across dozens of clients and preparing newsletters.
An AI agent takes this work on with the rigor of a checklist: it knows what is missing for each client, follows up with the exact list, announces upcoming dates and flags suspicious entries. Your team can focus on reviews and advice.
What an AI agent takes care of#
Collect client documents#
Every month, each client is followed up with the exact list of what is missing, until everything arrives. Template: Client document collection.
Announce tax deadlines#
VAT, corporate tax installments, local business tax, annual returns: every deadline for every client announced on time. Template: Client tax calendar.
Spot anomalies before the review#
Suspense accounts, duplicates, inconsistent VAT: general ledger anomalies listed for the accountant. Template: Accounting anomaly review.
Publish the firm's newsletter#
The tax and employment news that matters to your clients, written in plain language and sent in your name. Template: Firm newsletter.
Where to start#
Collecting documents is the task that comes up most often and weighs on every file: it is usually the one that frees up the most time from the first month. Describe the task to the architect, or start from an industry template: it will only ask the questions that apply to you, and the price is shown before launch. The pricing page details the plans.