AI for accounting & bookkeeping firms
Get tax season’s chasing off your staff’s plate.
Digital coworkers that collect documents, reconcile accounts, prep the close, and keep clients informed. They run in a private environment, so client financials never feed someone else’s model.
The work that quietly eats your week.
The document chase
Staff spend hours requesting, re-requesting, and filing client documents, and it peaks when there’s no time to spare.
Reconciliation grind
Matching transactions, invoices, and statements is necessary, detailed, and draining work.
Status questions
“Where’s my return?” emails interrupt deep work all season long.
Capacity ceilings
Hiring for the busy season is slow and expensive, and the work has to get done anyway.
Jobs a digital coworker can own.
- 01
Document collection
Sends tailored requests, tracks what’s outstanding, follows up on schedule, and files what arrives.
- 02
Reconciliation prep
Matches transactions to source documents and hands your staff a clean exceptions list.
- 03
Close checklists
Works the month-end checklist, prepares workpapers in Excel, and flags what’s blocked.
- 04
Engagement prep
Drafts engagement letters and organizers from your templates and the client’s record.
- 05
Client status updates
Answers status questions from your practice-management system, within the limits you set.
- 06
Reporting packs
Builds monthly client reporting packages in Excel and PDF, with every figure traced to its source.
The coworker does the legwork. Your people make the calls.
The coworker handles
- Requests, reminders, and filing
- Matching and exception lists
- Drafts from your templates
- Status answers from your records
Your team handles
- Professional judgment and sign-off
- Tax positions and advice
- Client relationships
- Anything filed with an authority
Anything consequential or irreversible (money, commitments, customer-facing promises) waits for a person. You decide where those lines are, and the coworker’s permissions are cut to match.
It works in the software you already run.
- QuickBooks Online
- Xero
- Karbon
- Canopy
- CCH Axcess
- UltraTax
- SharePoint
- Microsoft 365
- Excel
If your system has an API, we connect to it. If it only has a web interface your team uses, we can usually turn those steps into a tested tool. Either way, the coworker gets only the access its job needs.
See a coworker on the job.
Sensitive data stays where it belongs.
Common questions, answered.
Is client financial data safe with AI?
With our approach, yes. Each coworker runs in an isolated environment with deny-by-default network rules. We use open-weight models through zero-data-retention providers or on hardware you control, so your clients’ data is never used to train anyone’s model.
Will it give tax advice?
No. It prepares, organizes, and drafts. Your professionals make every judgment call and sign off on every deliverable.
Can it work with our practice-management software?
Usually, yes. Most practice-management and accounting platforms have APIs, and for those that don’t, we can often build tools from how your staff uses the web interface.
Next step
Pick one job your team repeats.
We’ll sit down with the people who do it, map the steps, and put a number on the time. If a digital coworker is the right tool, you’ll know what it would return before you commit. If it isn’t, we’ll say so.