This page is for accounting firms and accountants who look after many clients at once. A good part of the day goes on requesting documents, reminding people of deadlines and answering the same questions. The work is necessary, but repetitive.
AI and automation can take on part of that administrative work: organising requests, preparing drafts and sending reminders at the right time. Technical analysis, validation and the relationship with each client stay with the firm.
Four common processes, as examples. With each firm, we start by understanding how the work is done today.
Today, requests for invoices and statements go out by email or phone, client by client, and someone checks by hand what has arrived. An automation can send the requests, record what has been received and list what is missing. The decision to chase or accept a document stays with the person responsible.
Today, each client’s deadlines live in calendars, spreadsheets or the team’s memory. From a list of obligations approved by the firm, reminders can be sent automatically to clients and to the team. The deadline list and its exceptions are still reviewed by whoever knows each client.
Many emails ask the same questions: what is still missing, when a deadline ends, which document will do. AI can sort messages by subject and prepare replies from templates approved by the firm. The team reviews and sends each reply, especially when the subject is tax-related.
Preparing a status update for each client takes time, even when the information already exists. An assistant can bring together data from several sources and draft a first summary in plain language. The accountant checks the figures and the interpretation before the summary goes out.
A clear path from the first challenge to everyday use. Taking care of what matters at every step.
We listen, frame the problem and assess whether an in-depth diagnosis would be worthwhile.
We agree priorities, scope and criteria so that each step has a clear purpose.
We test and move in stages, with the right permissions and safeguards.
We share knowledge and help people adopt new ways of working, within the agreed scope.
The plans are the same for every sector. For a firm that wants to know where to start, Professional reviews up to two of these processes and sets priorities. To move straight to one or two automations, Advanced includes implementation.
€390 VAT included
For businesses taking their first steps towards using AI professionally.
What you receive: Configured tools, practical session and guide
€940 VAT included
For businesses seeking concrete opportunities to improve their processes.
What you receive: Diagnosis, priorities and action plan
€1,790 VAT included
For businesses ready to move from analysis to implementing automations.
What you receive: Up to two implemented automations
An accounting firm handles its clients’ tax, financial and personal data. Before using any tool, we confirm which data is really needed, where it is stored, who can access it and what permissions the automation requires. Documents and replies that go to clients are checked by a person.
Read more in AI Literacy: Personal data, secrets and internal information.
Not necessarily. The tool should fit the problem, not the other way round. Compatibility with the software you already use is assessed before implementation.
We agree with you what can be automatic and what needs approval. Messages about tax, amounts or deadlines are checked by a person before they go out.
With a free conversation, with no obligation, to understand your context. If it makes sense to go ahead, the Professional plan includes a diagnosis of up to 2 processes and an indicative 30–60-day action plan.
The plans have fixed prices for the scope described: Essential €390, Professional €940, Advanced €1,790, VAT included. We confirm that your request fits the plan before work begins.
Tell us what your business is trying to solve. The first conversation is free and comes with no obligation.
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