Automation for accountancy firms: where to start.
The sector where it shows most
An accountancy firm is, at heart, a document factory: every client sends their invoices, receipts and statements each month. Multiplied by dozens or hundreds of clients, manual typing eats the margin — and the best talent in the practice.
The three workflows worth doing first
- Document intake: one inbox or folder per client where everything arrives; the system sorts and queues it. No more chasing paperwork.
- Invoices and receipts: automatic data extraction and filing into the accounting software, as in the Odoo invoice workflow. Anything doubtful is flagged for review.
- Client reminders: deadline and missing-document reminders that send themselves, with a list of what is outstanding.
The quiet competitive advantage
With private AI, your clients' paperwork is also processed without leaving your office — a confidentiality argument clients grasp immediately and one your competitors can hardly match with cloud tools.
If you run an accountancy firm, the free audit works from a sample of your real paperwork: you leave with the proposed workflow and the number of hours per client you would win back.
Quick questions
We aim to integrate the tools you already have wherever they allow a technical connection, through an API or a database. Where they do not, we assess alternatives and the data migration becomes part of the project.
No: the workflow adapts to how they send things today — email, WhatsApp, shared folder, scanned paper. The sorting is done by the system, not by the client.
