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Accounting and bookkeeping

Client documents collected and filed without the chase

AI collects, reads and files client documents, answers routine questions, keeps deadlines in view.

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Explore the workflows
Receptionist with a headset answering a call in a glass office
Client calls, answered

Connected workflows, built around your team and the tools you use.

Less routine work.
More time for your team.

Start with the work that slows your team down. Add other workflows as your operation needs them.

Phone

Answers client calls, schedules meetings, collects the questions and books a callback with the right person.

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Email inbox

Sorts client documents by client and year, answers status questions, chases missing items.

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Documents

Reads W-2s, 1099s, statements and receipts into the file, flags missing forms.

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Website chat

Answers service and pricing questions, books a consultation.

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Back office

Sends engagement letters, organizers, reminders and invoices.

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Booking

Client meetings booked online per accountant, with document reminders before the meeting.

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Monitoring

Watches filing deadlines, unreturned organizers and unpaid invoices.

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From the first request to the last update

A day at your
connected desk.

Illustrative examples. Actions depend on connected systems and the rules you approve.

  1. Missing documents list sent to 34 clients, 11 uploaded by noon.

  2. Client uploaded 14 PDFs. Sorted by form type, one 1099 missing, client asked.

  3. Caller asked about refund status. Read from the file, answered, callback booked for a question about an extension.

  4. Engagement letter signed, invoice for the deposit sent.

Connected to your operation

Your tools.
Working together.

  • QuickBooks, Xero, Drake, Lacerte
  • Client portals and secure upload
  • Engagement letters and organizers
  • Bank and card statements
  • Deadline calendars

Connections depend on official integrations, supported access and the notifications your tools provide.

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Your team stays in control

Set the rules.
Keep the final say.

  • Choose which actions need approval before they run.
  • Route urgent requests to the right person on your team.
  • Send uncertain answers to a person for review.
  • Review and adjust the workflow with your team.
How setup works

Before you connect your desk

Short answers. Anything else, ask on the contact page and a person replies in a day.

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Is client data safe?

Documents stay in your portal and storage. The AI reads them there and writes into your systems, nothing is copied out.

Can it answer tax questions?

It answers about your process, deadlines and status. Tax questions go to a person, with the question already written up.

Built around your operation

What is slowing
your team down?

Tell us about your tools, your busiest hours and the work you want off your desk.

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