Accounting firms
Less time chasing documents and answering the same questions every tax season, more time on advisory work clients pay for.
What usually gets in the way
Chasing client documents
Staff spend weeks emailing for missing slips and statements before work can even start.
The same questions, every season
Deadlines, required documents and fees are asked about by phone hundreds of times.
Manual data entry
Figures are retyped from PDFs into software, which is slow and where errors come from.
What we would build
Process automation
Take the repetitive work off your team: intake forms, document handling, follow-ups and reports that run on their own, with a person approving what matters.
- Document intake and extraction
- Email and follow-up workflows
- Scheduled reports
- Integrations between your tools
Chatbots and voice agents
An assistant that answers customers on your website, Telegram or the phone, in English and Persian, and hands every request to your team with the full conversation.
- Website chat
- Voice agent
- Telegram bot
- Answers from your own documents
Data analysis and reporting
Turn spreadsheets and system exports into dashboards and plain-language summaries, so decisions are made on numbers you can trust.
- Dashboards
- Plain-language summaries
- Data clean-up
- Forecasts and trends
Example scenario
A small firm sends each client a checklist link. Uploaded documents are sorted and the key figures extracted for review, missing items trigger an automatic reminder, and an assistant answers deadline and fee questions from the firm's own FAQ.
An illustrative sketch of a typical first project, not a client case.
Privacy and confidentiality
Client financial data stays in systems you control, with access limited to your team. Figures extracted by AI are always reviewed by a person.
Talk it through for your business
A short call is enough to find the first task worth automating.
All industries