An AI team for an accounting practice asks each client for the exact document you are missing and keeps asking until it arrives. It reads what comes back into entries in your software format, with the source attached, and drafts the monthly reporting pack for an accountant to sign. Chasing papers and keying them in is the month-end work that never needed a person. That is workflow automation, applied to the close.See [the service page for this trade](/services/workflow-automation).\n\n## Accounting and Bookkeeping
Chases the client for the missing receipt so your team stops asking.
The close is late every month because six clients still have not sent the bank statements.
Tells each client exactly which invoice, statement or receipt is missing, keeps asking on a schedule, and stops the moment the file lands.
Reads invoices, receipts and statements into entries in the format your software imports, with the source page attached to each line.
Drafts the management report and the variance commentary for each client, ready for an accountant to check and sign.
If it can import and export, yes. Entries arrive in the format your software expects, so nobody retypes them.
Every entry carries the source page it came from, and anything the system is unsure of goes to review rather than into the ledger. Your team approves before it posts.
They are polite, they name the exact document and period, and they stop as soon as it arrives. Most clients prefer that to a phone call at month end.
Documents collected against outstanding, how many entries needed correction, where each client sits in the close, and the hours no longer spent on data entry.
It is one monthly retainer for the AI team, not an enterprise project and not a charge per document. Three month minimum, first month risk-reduced, and a 30-day proof window.
About ten days from signed contract. Chasing goes live first because it starts working before the next close, then extraction follows.
No. We build it, host it and run it on our own cloud. You need a bookkeeper who can tell us what a clean set of month-end papers looks like. No technical staff.
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