Industries / Accounting firms
AI for accounting firms
Accounting work is full of chasing, sorting and answering the same questions. AI can take much of that off your team, as long as a person approves anything that goes to a client.
Where the time goes
- Chasing clients for missing documents every season
- Answering the same questions about deadlines and deductions
- Sorting and naming files that arrive by email
- Writing up the same monthly summaries for each client
What AI can take off your plate
Document chaser
Tracks what each client still owes you and sends polite, personal reminders after you approve them.
Workflow automation →Answers from your own guidance
Staff and clients get answers from your firm's own notes and checklists, with sources.
Knowledge bases →Inbox sorting
Reads incoming emails and attachments, files them to the right client folder and flags what needs a person.
Workflow automation →Client enquiries
A website assistant that answers routine questions and books an intro call.
AI assistants →A good first project
A document chaser: it checks which clients still owe paperwork, drafts a reminder in your tone, and sends it once you approve. Most firms see it working in the free demo within two days.
Every project starts with a free working demo. Important actions, like sending a message to a client or changing a record, wait for a person to approve them.
How it works
Free working demo
Tell me what eats your team's time. I build a small working version on your real tools or docs, so you see it before you pay anything.
Fixed-price build
If you like the demo, I build the full version for a fixed price: 50% to start, 50% on delivery. You own the code, accounts and data.
Care
For $300 a month I keep it tested, fix what breaks when your tools change, and make small improvements.
Questions
Is client data safe?
Data stays on your own accounts where possible, nothing is used to train AI models, and access is limited to what each step needs.
Will it give clients tax advice?
No. It handles routine information and admin. Anything that needs professional judgement goes to a person.
Does it work with our practice software?
If your software has an API or exports data, usually yes. I check this in the free demo.
Start with one task at your firm
Pick the job your team likes least. I'll show you a working version in about two days, free.