Request
Client is asked for what’s missing.
Collect
Documents filed automatically.
Extract
Amounts, tax and lines read out.
Code
Accounts suggested from history.
Review
Low-confidence items queued.
Report
Client pack sent on schedule.
AI automation for accounting firms
Clear the busy season without hiring for it.
Your practice doesn’t lose time on accounting — it loses time chasing clients, keying in receipts and asking where a job stands. Framworq builds AI that collects the records, codes the transactions and tracks every deadline, so your team spends its hours on review and advice.
Works with
Supplier invoice
Email · New
Meridian Supplies Sdn Bhd
Received 2 minutes ago · PDF
ClientAcme Trading
Amount4,280.00
TaxSST 6% · 242.26
AI extracts & codes ↓
AT
Acme Trading · Feb ledger
Purchases · 5-1200
Posted
Extraction confidence92%
✓Supplier matched✓Tax coded✓Source attached
Bank statement reconciled · 214 lines
Manual data entry
-80%
Client records chased
312
The basics
What is AI automation for an accounting firm?
AI automation for accounting firms is the use of artificial intelligence to run a practice’s repetitive client work automatically — onboarding clients, chasing missing records, reading receipts and statements into the ledger, tracking deadlines and issuing client reports — without adding headcount.
Instead of your team keying in documents and asking clients for the same paperwork three times, connected AI workflows do it across Xero, QuickBooks, MYOB, AutoCount, your drive and WhatsApp. They act on live client data — while your accountants review, approve and sign off.
Built around the practice, not one task
Each client job triggers a full workflow — request records, extract, code, review, report — instead of a tool that only reads a PDF.
Posts into your ledgers
It works inside Xero, QuickBooks, MYOB or AutoCount on real client files, so nothing has to be re-keyed into a second system.
Reviewed before it counts
Confidence thresholds decide what posts automatically and what queues for a reviewer. Every entry links back to its source document.
Sound familiar?
The work is billable. The admin around it isn’t.
These are the bottlenecks quietly eating the capacity of accounting and bookkeeping practices every month.
Chasing clients for records
The same reminders every month, and the job still can’t start until someone replies.
Keying in receipts and statements
Hours of manual data entry per client, repeated for every period, at senior-level cost.
Tax season capacity crunch
Three months of the year decide the whole practice’s workload — and its overtime.
Deadlines tracked in a spreadsheet
Statutory dates live in one file that only one person really keeps up to date.
Onboarding takes a fortnight
Engagement letters, KYC documents and ledger setup all move by hand, one email at a time.
No live view of job status
Partners ask where a file stands and someone has to go and find out.
The fix
For every bottleneck, an automation that clears it
We don’t hand you another app to log into. We build the workflow that removes the problem — and connect it to the ledgers and drives your practice already runs on.
The problem
Clients don’t send their records
Jobs sit idle while your team sends the same request for bank statements and invoices, month after month.
What we automate
A 24/7 client records assistant
Requests exactly what is outstanding on WhatsApp or email, follows up on your schedule, and files what comes back into the right client folder.
Records in earlier, jobs starting sooner
AI Chatbots & Voice Agents →
The problem
Manual data entry from documents
Receipts, invoices and bank statements are typed in line by line, and the errors surface at review.
What we automate
Document processing straight into the ledger
Reads PDFs, scans and photos, extracts supplier, date, amount, tax and lines, suggests the coding from your history, and posts with the source attached.
Up to 80% less keying, with an audit trail
Document Processing & OCR →
The problem
Onboarding a new client is a fortnight of admin
Engagement letters, KYC documents, ledger setup and opening balances all move by hand.
What we automate
Client onboarding workflows
Sends the engagement letter, collects and checks identity documents, opens the file, and sets up the ledger and folder structure automatically.
New clients billable in days, not weeks
Business Operations Automation →
The problem
Deadlines and job status live in someone’s head
Filing dates sit in a spreadsheet, and partners have to ask around to know what is done.
What we automate
A live practice dashboard
Every client, job stage, deadline and outstanding item in one view, with automatic reminders to the team and the client before dates fall due.
Nothing slips past a statutory date
Data & Analytics Automation →
How it works
One client period, handled end to end
Follow a single client through a month-end. Every step below runs automatically — and connects to your ledger to take real action.
Request
The client is asked for exactly what is missing.
Collect
Documents are filed into the right client folder.
Extract
Supplier, date, amount, tax and line items are read out.
Code
Accounts are suggested from how you coded before.
Review
Anything below your confidence threshold waits for a human.
Report
The client pack goes out on schedule, in your format.
Plugs into the ledgers & practice tools you already run
Under the hood
The automation building blocks behind your practice
Your setup is assembled from our core solutions — take as many as you need.
Finance & Accounting Automation
Invoicing, reconciliation, debtor chasing and reporting handled end to end.
Learn more →Business Operations Automation
Client onboarding, document workflows and back-office tasks run automatically.
Learn more →AI Chatbots & Voice Agents
24/7 client requests, reminders and status answers on WhatsApp, web and phone.
Learn more →Data & Analytics Automation
Live dashboards for job status, deadlines, WIP and practice profitability.
Learn more →Custom API Integrations
Connect your ledger, practice management, drive and email into one system.
Learn more →Sales & Marketing Automation
Enquiry follow-up, proposal delivery and referral nurture that win more clients.
Learn more →See the value
What automation is worth to your practice
Estimate the admin time and cost an AI practice engine can save you each month. Slide to match your firm.
Hours saved / month
94
Team cost saved / month
$2,813
Estimated annual saving
$33,750
Estimate only, based on your inputs and excludes the extra work that freed capacity lets you take on. Book a consultation for a tailored projection.
FAQ
Your questions, answered
What can AI automation do for an accounting firm?
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.
Does it work with Xero, QuickBooks, MYOB and AutoCount?
Yes. We connect to Xero, QuickBooks, MYOB, AutoCount, Sage and Zoho Books through their official APIs, so the automation posts to the same ledgers your team already works in — no separate system to maintain.
Can it chase clients for missing documents?
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.
Can it do the data entry from receipts and bank statements?
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 posts to the ledger — flagging anything it is unsure about for a human to confirm.
How accurate is the coding, and who checks it?
Every extracted transaction carries a confidence score and a link back to the source document. You decide the threshold: high-confidence entries post automatically, anything below it queues for a reviewer. Nothing is filed or lodged without your approval.
Can it help us get through tax season?
That is where firms feel it most. Document collection, data entry and status chasing run continuously in the background, so your capacity goes into review and advisory instead of admin — and you can see at a glance which clients are complete, waiting or blocked.
Can it track filing deadlines and job status?
Yes. We build a live dashboard of every client, job stage, deadline and outstanding item, with automatic reminders to the team and the client so nothing slips past a statutory date.
Is client data kept confidential?
Yes. Everything runs inside your own accounts and storage with access controls you set, we can restrict which data ever reaches a model, and every action is logged so you have an audit trail for your quality and compliance requirements.
How long does it take to set up?
A focused build such as a document-chasing assistant or receipt-to-ledger flow can go live within days. A full practice automation across onboarding, bookkeeping, deadlines and client reporting typically takes a few weeks.
How much does it cost?
Cost depends on your client volume, ledgers and integrations. We scope every project after a free consultation and give a fixed, transparent quote before any work begins.