Automation for Accounting Firms
We automate invoice entry and classification, document processing, and deadline reminders for accounting firms.
Common pain points in this industry
- Manually entering and classifying invoices for each client, month after month
- Hours spent processing PDFs and extracting information by hand
- Clients forgetting tax deadlines, leaving the firm to remind them one by one
- New client onboarding that means requesting and organizing documentation by hand
- Documentation scattered across email, WhatsApp, and folders with no central order
Industry-specific automations
- Automating invoice entry and classification
- AI-powered PDF processing
- Automatic information extraction
- Automatic deadline reminders
- Automated client onboarding
- Automatic document organization
The problem in accounting firms: volume keeps growing, but the hours in a day don’t
An accounting firm handles a growing volume of documentation every month as each new client comes on board: invoices, receipts, deadlines, filings. Much of that work is repetitive — reading a PDF, entering a number, sending a date reminder — and yet it still eats up hours of skilled people’s time that could go toward advisory work instead.
How we help
We focus on document entry, classification, and organization, and on the recurring communication with clients (deadlines, pending documentation) that today gets handled one by one, by hand.
Automations specific to accounting firms
- Automatic invoice entry and classification.
- AI-powered PDF processing to extract data without manual transcription.
- Automatic extraction of information from receipts and documentation.
- Automatic tax deadline reminders, per client.
- Automated onboarding for new clients, with step-by-step documentation requests and organization.
- Automatic organization of each client’s documentation in one place.
Example solutions
The following are illustrative scenarios of how an automation could work in this industry — they aren't real client case studies, just concrete examples so you can picture the solution.
A client sends an invoice as a PDF over email or WhatsApp. The system reads it automatically, extracts the relevant data (amount, date, vendor), and files it in the corresponding accounting system, with no one having to transcribe it by hand.
Before each tax deadline, every client automatically gets a WhatsApp reminder with the date and the documentation still needed, without the firm having to write to each one individually.
When a new client comes on board, an automated flow requests the necessary documentation step by step, organizes it into ordered folders, and notifies the firm's team only once everything is complete and ready to review.