Industry dispatch — Accounting Firms
AI Automation for Accounting Firms
Eliminate manual data entry and automate bookkeeping, invoicing, and financial reporting.
How it actually runs
Every card is a step your team used to do by hand.
Pinned in order — this is the same trail a task follows through your business today.
01 — Automated Invoice Processing
01
OCR extraction
02
Line-item categorization
03
Ledger syncing
02 — Intelligent Reconciliations
01
Transaction matching
02
Anomaly flagging
03
Auto-categorization
Business impact
Eliminates Manual Entry100% Data AccuracyFaster Month-End CloseSaves 15+ Hours WeeklyReal-Time ReportingZero Reconciliation Errors
Deployed for this industry
Six agents. One team.
02
Lead Outreach Agent
Finds the right leads and sends outreach that sounds human.
5×more leads touched
03
Invoice & Accounts Agent
Reads invoices, reconciles them, and flags what needs a human.
90%+straight-through
04
Support Triage Agent
Triages every ticket, drafts the reply, routes the rest.
70%auto-handled
05
Data & Reporting Agent
Pulls your data and builds the report before your standup.
0manual exports
06
Social Media Agent
Drafts, schedules, and posts across every channel.
5+channels
Accounting Firms FAQs
We build integrations with QuickBooks, Xero, NetSuite, Sage, and most major ERP systems.
