AI Automation for Accounting Offices and Bookkeepers
We build automations for accounting offices: document requests that go out on schedule, follow-ups that run if nothing arrives, and reminders for VAT and tax deadlines. No more chasing clients manually every cycle.
Use Cases
Stop chasing clients for the same documents every month
The same clients need to send the same files every month. The automation sends the request, follows up if nothing arrives in a few days, and flags what is still missing. The office starts work when the files are ready, not after a week of back-and-forth.
Send VAT and tax deadline reminders automatically, to every client, on time
You enter the deadlines once. The system sends the right reminder to each client at the right time - by email or WhatsApp. The accountant stops being the one who has to remember and follow up on everything.
Track which files have arrived and which are still missing, without managing it by hand
Once files arrive, they are logged and assigned. There is no gap where a client thinks they sent everything and the accountant is still waiting. Everyone can see what is in and what is not.
Practical, Bounded, and Easy to Hand Off
We build document collection and reminder automations for accounting offices. The kind that sends the monthly file request, follows up if nothing comes in, tracks what is missing, and reminds clients about upcoming deadlines. The work most offices are doing manually a few times a month for every client.
The goal is a system your team can understand: clear intake, reliable routing, visible review points, and a recovery path when an API, model, form, or CRM step fails.