Accounting
Automation Built For Accounting Firms
CPA firms and bookkeepers drown in data entry and client follow-ups during busy season and beyond.
Top 5 Repetitive Tasks We Automate
1
Document Collection
5-8 hrs/weekChase clients for missing documents automatically
2
Data Entry
4-6 hrs/weekExtract and enter data from receipts and statements
3
Deadline Tracking
2-3 hrs/weekTrack filing deadlines and send reminders
4
Client Onboarding
2-4 hrs/weekAutomate the new client intake process
5
Monthly Close
3-5 hrs/weekGenerate checklists and track close progress
20+
Hours saved per week
Zero
Missed deadlines
-60%
Client onboarding time
-40%
Busy season overtime
Example Workflows
See how your tools connect — fully automated, end to end.
1
Doc Missing → Client Chase
From
Practice Mgmt
To
Email + Portal
2
Deadline Approaching → Alert
From
Calendar
To
Email + Slack
3
Month End → Close Checklist
From
Template
To
Task Manager
Start With a Pilot
Test one accounting workflow in 5 days. See results before committing.
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