Accounting & Tax
Automate document intake, client follow-ups, reconciliation preparation, month-end workflows, and exception handling around the tools your firm already uses.
Human review and approval remain in place.
Documents arrive
AI prepares the work
Your team reviews exceptions
Routine work is prepared automatically. Anything requiring judgment goes to your team.
- Document Intake
- Client Follow-Ups
- Reconciliation Prep
- Month-End Workflows
What AI prepares
- Client document collection and reminders
- Bank and credit-card transaction prep
- Receipt and invoice sorting for coding
- Month-end checklists and open items
- Missing-info follow-ups before review
- Source documents packaged for your team
What your team keeps
- Final review and sign-off
- Client advice and judgment calls
- Tax and accounting decisions
- Complex classifications and exceptions
- Partner and manager approvals
- The client relationship