Every client file complete. Every month delivered on time.
A firm loses its margin to pursuit, chasing documents that arrive late, in the wrong format, from twenty clients at once. We build the onboarding that places a new client in the right service, the document collection that runs itself, the intake that turns statements and invoices into entries, and the reporting pack that leaves on the same day every month, with a professional reviewing before anything reaches a client.
What accounting and bookkeeping firms ask first.
How does automated onboarding work?
A client completes one form. The system reads the answers, assigns the service and the tier, creates the folder and the checklist, issues the engagement letter and the document requests, and reports what has come back. Your staff open a complete file rather than a chain of emails.
Can it chase clients for documents without irritating them?
It asks once, clearly, with a list of what is missing, then reminds on the cadence you set and stops the moment the file is complete. Every message is approved by you before the first run, and the tone is the one your firm would use.
Does it replace our accounting software?
No. It feeds it. Statements, invoices and receipts become entries in the format your software imports, coded by rules you confirm, with anything uncertain held for a person to classify.
Can it help with tax season and deadlines?
With the logistics of it. Deadlines by client and jurisdiction tracked in one calendar, the documents each return requires requested and checked off as they arrive, and a daily view of what is complete, what is waiting on the client and what is at risk. The preparation and the signature remain with your professionals.
What about our client data?
It stays on accounts you control. Language models are used under commercial terms that exclude training on your data, every scope lists where each file is permitted to go, and client confidentiality is treated as a design constraint rather than a policy statement.
What we build for accounting and bookkeeping firms.
The work accounting and bookkeeping firms bring to us most often, each piece built on your real files, tested against your acceptance criteria, and handed over documented and owned.
Onboarding that sorts itself
One form, the service and tier assigned, the folder and checklist created, the letter and requests issued, the status visible to the whole firm.
Documents in, entries out
Bank statements, invoices and receipts read across every layout and prepared as import files, with exceptions held for review.
The month-end pack
Reports assembled on the same cycle for every client, review notes drafted, and a professional approving before anything goes out.
Answers from your own procedures
An assistant for your staff that answers from the firm manual and each client file, cites the source and declines when it does not know.
One meeting. A clear next step.
A free 20-minute meeting to scope what you want to build, see what is possible and map where it could go. You receive one of three answers in writing the next business day. Worth building, worth a closer look first, or not yet. In a 2025 field experiment with 776 professionals at Procter and Gamble, published in Organization Science, one person working with AI matched the quality of a two-person team working without it. The meeting finds out where that applies to you.