For accounting, legal and consulting firms
AI agents and automations for accountants, bookkeepers, law firms and consultants. Client intake, document collection, inbox triage and reminders, handled.
The problem
Clients send files late, by email, in the wrong format.
Invoices, requests and urgent matters are sorted by hand every morning.
Lodgement and filing dates depend on someone remembering.
New client details are copied into three or four systems.
What we automate
Built in Zapier, Make, n8n or custom code, connected to your practice management and accounting tools.
One form collects details, runs your checks, creates the client in every system and sends the engagement letter.
Polite, automatic reminders until every file is in, sorted into the right folder.
AI reads each email, pulls out key fields, drafts bills and flags anything urgent.
Clients and staff are reminded ahead of every due date.
Calls summarised into notes and tasks in your practice tool.
Figures pulled from Xero or QuickBooks into a clear report draft.
A workflow, running
A sample triage flow for a busy practice inbox.
1 · Trigger
New email arrives
2 · AI agent
Reads it and extracts the details
3 · Invoice
Draft bill created in Xero
4 · Request
Task logged for the right person
5 · Urgent
Partner alerted in Slack or Teams
Works with your tools
We connect Xero, QuickBooks, MYOB, Karbon, Clio, Actionstep, Microsoft 365, Google Workspace, SharePoint, DocuSign and more through their APIs.
No. It handles admin only. Advice stays with your qualified team.
Yes. Data stays in your own accounts, access is limited and we can sign your confidentiality agreement.
Very likely. We confirm the integration in the free audit before you commit.
Get an instant proposal, then a free 30-minute audit for your firm.