Less retyping. More time for the client.

  • ✓Process source data and request documents, without manual work
  • ✓Connected to your bookkeeping software, the accountant keeps the judgement
  • ✓GDPR and confidentiality arranged up front, fixed price per phase

What is AI for accountants?

AI for accountants is software that takes over the repetitive work in your firm: reading source data, requesting documents, checking files. The accountant stays in charge, because AI does the groundwork, you do the judgement. That way you keep the quality and win back the hours that now go to retyping and chasing.

Who it is for

For firms that would rather
spend their time differently.

An accounting firm runs on trust and expertise. AI does not work against that, it removes the work that has nothing to do with it.

Accounting firms

Accounting firms

Your people spend hours on bank transactions, invoices and chasing documents. AI takes over that data entry, so the accountant keeps time for review and advice.

More →
Bookkeeping practices

Bookkeeping practices

Many clients, many separate streams. An AI agent sorts what comes in, links it to the right client and prepares it in your bookkeeping software.

More →
Finance teams in SMEs

Finance teams in SMEs

No bookkeeper on staff, but the same repetition every month. You get a process that does the routine steps itself and shows you where to look.

More →
What it does

Three things that save you
time every month.

Not a loose tool, but an agent that works in your own systems and shows you what it does.

Source data processed without retyping
01

Source data processed without retyping

Invoices, bank transactions and receipts are read, recognised and proposed for posting. You or a colleague approve. What is certain goes through, what is doubtful goes to a person.

A person decides
02

Requesting documents and chasing them

The agent asks clients for missing documents, sends friendly reminders and keeps track per client of what is still missing. No more chasing every attachment.

Less chasing
Requesting documents and chasing them
Connected to your bookkeeping software
03

Connected to your bookkeeping software

The agent works inside your existing systems, for example Moneybird, not next to them. No loose spreadsheets and no double entry.

Fits your systems
How it works

From mapping the process to the first working step.

01week 1

Mapping the process

We walk through an ordinary month with you: which steps are repetition and which need judgement.

02week 2

Choosing one process

We start with the process that has the most repetition and the least risk. Usually source data or requesting documents.

03week 3 to 4

Building and testing

The agent first runs alongside your own work. You see what it proposes and approve or reject it before it may do anything itself.

04after that

Expanding

If the first step works, we take the next one. You pay per phase and know in advance what it costs.

First find out whether AI
fits your firm?

The free AI test gives a first impression in 2 minutes, after which you know whether a conversation makes sense.

Take the free AI test →
An accountant who spends hours retyping is too expensive for that work.
Alex, founder, Green Creatives
Alex
founder, Green Creatives
FAQ

Frequently asked questions about
AI for accountants

Click a question for the answer.

Ready to take the data entry out of your firm?

Book a strategy call, or start with the free AI test for a first impression.