More clients per accountant, the same quality
Accounting firms and in-house finance teams spend hours on rule-based work: collecting client documents, coding entries, reconciling accounts, preparing month-end packs. We help them implement AI without giving up professional judgment.
Book an intro callAll services →Typical workflows
Client document intake and coding
Collect and check the documents a client must supply, chase what is missing, read receipts and bank lines, and propose coding for the accountant to review before anything is posted.
Bank and account reconciliation
Match bank lines and account balances, and list the differences for a person to resolve.
Month-end and year-end packs with a person approving
Assemble reconciliations and supporting documents into a pack, and list open items before the review rather than during it.
Reminders and client queries
Draft reminders and replies to routine client questions from the client file, for a person to approve.
Recommended path
- Briefing
A session for partners and the operations lead on where AI can help a firm and where professional judgment must stay with people.
- Sprint
We review your onboarding, bookkeeping and reporting routines and rank the workflows worth piloting.
- Roadmap & Governance
A sequenced plan with review rules, client-data handling and responsibilities set out for the firm.
- Pilot Build
One workflow, such as bookkeeping preparation, built and run in shadow mode with accountant review.
- Retainer
Ongoing support as more client groups and routines are added, and as results are monitored.
Questions and answers
Does an accountant still review the work?
Yes. Every result is reviewed by a person before it reaches a client or the ledger, and a pilot runs in shadow mode first.
How is client data handled?
The Roadmap & Governance package sets out what data may be used, where it is processed and who has access, before anything is built on it.
What are the usual AI implementation challenges in accounting?
Inconsistent client documents, data that sits in several systems, and the need for an accountant to stay responsible for every result. The Sprint tests these on your own data before anything is built.
Is this relevant for a mid-sized firm?
Our focus is companies and firms with 200 to 2,000 staff across Europe. The Sprint shows whether the volume of routine work justifies a pilot.
Where do we start?
Usually with a Briefing, then a Sprint on one or two routines.