An AI team for accounting and bookkeeping operates the business functions: it qualifies leads, manages client follow ups, and processes invoices without needing technical staff on site. Document chasing and extraction is workflow automation for small business applied to the month-end close: collect, structure, review.See [the service page for this trade](/services/workflow-automation).\n\n## Accounting and Bookkeeping
The AI team that operates your accounting firm.
Chasing client documents and manual data entry.
Chases missing documents from clients. Performs book ready data extraction.
Produces monthly management reports and variance analysis automatically.
Manages routine client communications and information requests. Keeps files updated.
If it can export and import data, yes. The engineer integrates with what you run; extracted entries arrive in the format your software expects.
Every extracted entry carries its source, and confidence thresholds route uncertain ones to review. Your team validates before anything posts.
They are polite, specific (this invoice, this period) and stop the moment the document arrives. Most clients prefer them to being called.
Documents collected vs. outstanding, extraction accuracy, close-stage status per client, hours saved on data entry.
It is priced as one monthly retainer per AI team, not an enterprise project. That is the model frontier labs use with large clients, sized for a 10-80 person business , and the first month carries a proof guarantee.
About 10 days from signed contract. The engineer embeds in your team, builds against a written spec, and ships daily with your review at every step.
No, we build host and run it. You need someone who can tell us what good looks like and answer questions about your business, but no technical staff.
Maxpertise is an AI-native engineering company. We embed native AI engineers inside your team, live in about 10 days. Please enable JavaScript to view the site, or email contact@maxpertise.net.