Accounting and bookkeeping firms
Close the books without chasing every document by hand.
We build AI for accounting and bookkeeping firms that collects client documents, matches transactions, and drafts client replies, with your accountants approving the result.
The problem
- Month-end and tax season depend on clients sending documents, and most of the follow-up is manual.
- Uncategorized and mismatched transactions pile up in a review queue.
- Routine client questions arrive all day and pull staff away from billable work.
Example workflows
- Document collection. AI sends each client a list of what is still missing, reads what comes back, and files it to the right engagement.
- Reconciliation exceptions. Transactions are matched and categorized against your rules. Anything uncertain lands in a review queue with the reason.
- Client replies. Routine questions get a drafted answer from the client's own records, sent only after a staff member approves it.