Business automation for accounting firms
Collecting clients' documents, sorting what arrives, and the monthly checks, moved forward together with batch processing and approvals.
Common problems
Clients' documents don't arrive by the due date
Sorting documents in a different format from each client takes time
Checks and reminders pile up in the busy season
Use cases for any industry
Read invoices into the accounting system
AI reads incoming invoices, checks them against purchase orders, and records them in the accounting system. Invoices whose amounts differ wait for approval.
Create invoices and send them by email
Invoices are filled into your template from an Excel billing list and emailed once a person approves. AI first points out amounts far from last month's.
Research a list of prospects
For an Excel list of hundreds of companies, each one's business, locations, and size are collected from its website into its row, with a priority for sales.
Find missing clock-ins
Collect yesterday's clock-ins from the attendance system and, once HR approves, ask employees with missing entries to fix them in Teams.
Take in emailed invoices and draft the entries
Find unread email with an invoice attached, have AI read the amount, and record a draft ledger entry. Uncertain entries wait for accounting to confirm.
Review SaaS accounts
A SaaS account review matches each service's users to current staff. Collect each console's users, match them, and disable leavers only after approval.
Partner registration that starts on approval
A kintone approval starts the workflow by webhook. It looks up the tax registration number, AI matches it to the request, and a match enters the sales system.
Collect KPIs from SaaS tools into a weekly report
Collect figures from advertising, sales, support, and other SaaS tools, and produce a weekly report with week-on-week comparisons and likely causes of change.
Check supplier invoice registration numbers
Check your supplier master's registration numbers monthly through the NTA's Web-API, and list suppliers that were revoked, lapsed, or differ in name.
Discuss a PoC for your own work
We start with you by choosing the work, fitting the screens and rules of your industry.