Automation and AI for accounting firms

Most of the repetitive work in an accounting firm isn't the bookkeeping itself but everything around it: getting the documents, sorting them, recording them and giving notice in time. That is exactly the kind of work that automates best.

The processes that eat the most hours

Collecting documents

Invoices by email, photos on WhatsApp, PDFs in shared folders and the client who sends everything on the last day. Every quarter, someone on the team spends whole days chasing documents.

Posting invoices

Downloading, reading, checking tax details, assigning the right account and entering it in the accounting software. Invoice by invoice, client by client.

Tax and payroll calendar

Quarterly and annual returns, payroll, social security contributions and every deadline for every client, with the paperwork ready in time.

Notices and requests

Notices from the Spanish Tax Agency and Social Security that need reviewing, assigning to a client and answering within the deadline.

What a digital employee does at your firm

• Requests the documents before each close from each client, on their usual channel, and reminds them of what's missing until it arrives.
• Sorts what it receives: identifies the client, the document type and the period, and files it in the right folder.
• Reads the invoices and prepares the entry in your accounting software, flagging doubtful ones for review.
• Tracks deadlines for each client and alerts the advisor in charge well in advance.
• Logs incoming notices, assigns them to the relevant client and creates the task with its due date.
• Answers clients' frequent questions with their real data and passes the rest to the advisor.

Where to start

Almost always with document collection and invoice posting: that is where the hours concentrate and where savings are easiest to measure. You can estimate them with the savings calculator or read the detail in automating an accounting firm: invoices, requests and client documents.