AI automation for accounting & bookkeeping firms

It takes over the repetitive work that fills your team's week: onboarding new clients, chasing missing records, reading invoices, receipts and bank statements into the ledger, suggesting coding, tracking filing deadlines and sending client reports. Your accountants keep the judgement work: review, advisory and sign-off.

Usually, yes. We connect to Xero, QuickBooks, MYOB, AutoCount, Sage and Zoho Books where their APIs and your access permissions allow it, so draft entries land in the same ledgers your team already works in. We confirm what each system supports during discovery.

Yes. An AI assistant on WhatsApp and email requests exactly what is outstanding for each client, follows up on a schedule you set, files what comes back into the right client folder, and tells your team when a client is ready to work on.

Yes. The system reads PDFs, scans, photos and statements, extracts supplier, date, amount, tax and line items, suggests a coding based on your history, and prepares a draft entry for your team to approve. Anything it is unsure about is flagged for a human to confirm.

Each extracted transaction links back to its source document, and checks flag unclear fields, unknown suppliers, invalid account codes, possible duplicates and tax-code mismatches. Entries are prepared as drafts for an accountant to review and approve before records are finalised. Nothing is filed or lodged without your approval.

That is where firms tend to feel it most. Document collection, data entry and status chasing run in the background on the schedule you set, so more of your capacity goes into review and advisory instead of admin. You can also see which clients are complete, waiting or blocked.

Yes. We can build a dashboard of each client, job stage, deadline and outstanding item, with scheduled reminders to the team and the client before dates fall due. Your team stays responsible for statutory deadlines. The dashboard makes them easier to see.

We design the system around client separation, access controls you set and limits on which data reaches an AI model, with workflow actions logged where the systems allow. We confirm data handling for each project, including which AI providers are used, their no-training terms where available, and where the system is hosted (your infrastructure or a managed server).

It depends on scope, access and approvals. A focused build such as a document-chasing assistant or receipt-to-ledger flow is quicker to set up than a full practice automation across onboarding, bookkeeping, deadlines and client reporting, which is usually delivered in phases. We set out the proposed phases and timeline in your proposal.

Cost depends on your client volume, ledgers and integrations. We discuss your process in a free discovery consultation, then provide a tailored scope and private quote in your proposal. We don't list one-size-fits-all project prices.

Not by default. Entries are prepared as drafts with the source document attached, and an accountant approves them before records are finalised. If your firm later wants a category of low-risk items handled differently, we agree the rules and checks with you first.

Yes. For a Malaysian accounting firm, we built an AutoCount system that handles 1,500+ supplier invoices a month across a growing set of client books, cutting entry time from about 5 minutes to under 1 minute per invoice, with approved drafts created in AutoCount. Read the case study.