AI Automation for Accounting Firms
Your team is stretched. Filing deadlines multiply. Staff leave faster than you can hire. AI agents handle the repetitive compliance work so your team focuses on advisory.
You Own the Code · No Lock-in · No Contracts
The Problems Costing You Revenue
These are the bottlenecks AI agents eliminate.
Filing Volume Has Multiplied
Quarterly submissions, digital filings, and compliance requirements create year-round peaks. Staff work 50-80 hour weeks.
Reduce filing prep time by 70%+
Most felt by: Tax Partner
Client Onboarding Takes Weeks
Collecting documents, verifying identity, setting up systems. 3-5 hours per client, mostly spent chasing emails.
Cut onboarding from weeks to days
Most felt by: Practice Manager
Bank Reconciliation Consumes Junior Staff
Matching transactions across dozens of clients. Xero's rules handle simple cases but complex structures break them.
Automate 80%+ of reconciliation
Most felt by: Bookkeeping Lead
How AI Agents Solve This
Custom agents built for your stack and workflows.
Filing Preparation Agent
Extracts data from client documents, cross-references against prior filings, pre-populates submissions, and flags discrepancies. Integrates with Xero, QuickBooks, HMRC, and your practice management tools.
Client Onboarding Agent
Sends document requests, tracks responses, verifies identity documents, and provisions accounts in your practice management system. Follows up automatically until complete. Reduces onboarding from weeks to days.
Bank Reconciliation Agent
Matches transactions using pattern recognition across complex multi-entity structures. Learns from corrections. Handles the cases that rule-based systems miss. Integrates with Xero, QuickBooks, and bank feeds.
Before and After AI Agents
Real operational improvements our clients see.
BEFORE
AFTER
Filing Preparation Time
6-10 hours per client for tax filing prep
Under 2 hours with AI-extracted and pre-populated data
Client Onboarding Duration
2-4 weeks of back-and-forth document chasing
3-5 days with automated requests and tracking
Bank Reconciliation Throughput
Manual matching across dozens of client accounts
80%+ auto-matched; staff review exceptions only
See AI Agents Working on Your Accounting Workflows
We demo real automations using your tools and data. No commitment. No contracts.