Automation for accounting and outsourcing firms
We remove the manual routine from accounting firms: collecting documents from clients, moving data between systems, and preparing reports — so accountants spend time on the numbers, not on retyping them.
How an accounting firm's work is usually set up
An accounting or outsourcing firm handles dozens of clients at once, and each has its own reporting deadlines, document formats, and accounting system. Data arrives by email, messengers, Google Drive — it has to be manually checked, entered, and sorted by client. Deadlines are tracked in spreadsheets or in the head of whoever's responsible, and one missed deadline means a penalty for the client and a reputational risk for the firm.
We don't suggest replacing your accounting system — automation fits into what already works, and it's better to start with one repetitive process rather than rebuilding everything at once.
What accounting firms run into most often
Documents from clients arrive from everywhere
Email, messengers, Google Drive, paper — data has to be manually collected and sorted by client before work can even start.
No one sees client deadlines at a glance
Reporting deadlines are tracked in spreadsheets or in someone's head — a missed deadline means a penalty for the client.
Data is manually moved between systems
Statements, invoices, and source documents are manually transferred from the client's system into your accounting software — with a risk of error every time.
Onboarding a new client takes weeks
Setting up the chart of accounts, importing historical data, granting access — routine steps repeated manually for every new client.
The client report is put together manually every time
Monthly or quarterly reporting is prepared manually, even though the data for it is already in the system.
It's unclear what stage a specific client's work is at
The manager can't see at a glance whose documents are processed and whose are still in the queue — has to ask directly.
Not sure where to start?
Request a process audit — we'll identify which repetitive process is worth automating first.
Request a process audit