AI automation for accounting firms — collect documents faster, miss no deadlines, chase fewer invoices.

Yes. We build automated multi-channel reminder sequences that go out ahead of quarterly estimates, filing deadlines, and extension dates, and escalate by email, SMS, or phone if a client doesn't respond. Every client gets reminded at the right time without anyone on your team maintaining the list.

Yes. Automated AR follow-up contacts past-due clients by email, SMS, or call without staff involvement, so invoices get paid roughly 40% faster instead of ageing while nobody chases them. It runs against QuickBooks, Xero, or whichever system you already bill from.

We integrate with TaxDome, Canopy, Karbon, QuickBooks, Xero, Sage, and most systems with an API or Zapier connection. If you use a different system, we've likely worked with it or can build a direct integration.

Yes. We build workflows that respect your firm's security protocols. No client data is stored in our systems — we route and trigger, we don't retain. We can work within your existing secure document portal.

Yes. That's one of our highest-impact use cases for accounting firms. We build automated sequences that send personalized tax organizer requests, follow up via email and SMS, and escalate to phone outreach if documents aren't received within a set window.

For a focused use case like document collection automation, we can typically go live in 2–3 weeks. We recommend starting the process at least 4–6 weeks before your peak season to allow for testing and refinement.

Yes. Personalized requests for tax documents, bank statements, and receipts go out by email, SMS, and voice, escalate until the client responds, and are tracked so you can see what has arrived and what is still outstanding. Tax organizers are distributed the same way, with per-client links. It runs against TaxDome, Canopy, Karbon, QuickBooks, Xero, or Sage rather than replacing any of them.

Both. On the receivable side, automated follow-up contacts past-due clients by email, SMS, or call without staff involvement, and invoices get paid roughly 40% faster. On the payable side, our invoice processing automation extracts vendor, line items, and totals from any incoming invoice — PDF, email, or scan — matches it to the purchase order, routes it for approval, and posts it to QuickBooks or your ERP. Both run on the accounting systems your firm already uses.