For accounting firms
We automate the repetitive work in your firm — reminders, inbox triage, data entry — so your team can focus on clients.
Prepared automatically
Reminder to client
Year-end accounts · documents needed
Three tasks eat into your team’s week, every week. And they get worse at tax time.
Bank statements, invoices, receipts… Your team sends reminder after reminder, client by client, and tracks the replies in a spreadsheet.
“Did you get my invoice?” “When is my deadline?” The same questions every day, each one read, sorted and answered by hand.
Documents arrive as PDFs, photos and attachments. Someone renames them, files them and types them in, right when tax deadlines pile up.
How we work
A dedicated engineer works alongside your team, inside your tools — not from a slide deck.
We sit with your team, look at your actual processes and tools, and pick the task where automation will save the most time.
We build it around the software you already use, test it on real cases with your team, then put it live. Sensitive steps stay under human approval.
We measure the task before we start and after go-live. You get a written report on the real result, not a promise.
Services
Our offer
We take repetitive work off your team’s plate, without replacing your accounting software.
Trust
Your clients trust you with sensitive information. We handle it with the same care.
Minimum access, through accounts you can revoke at any time. A data processing agreement before we touch any personal data. AI services that don’t train on your data.
Nothing sensitive goes out without someone on your team approving it. The automation prepares; your team decides.
Every automation follows rules you have approved, and every automated action is logged. You can always see what was done, and when.
In a free 20-minute call, we look at how your firm works today. No sales pitch: if automation isn’t a good fit, we’ll tell you.
Book a free discovery call (opens in a new tab)