Contact us
Accounting and finance→

Less chasing documents.More advising clients.

Accounting teams spend the busy season collecting, sorting and keying documents. We automate collection and extraction, and give your team a copilot for the questions clients ask every year.

Talk to our team →See a workflow
Accountant reviewing figures with a calculator and documents
Example outcomeOnly the exceptions reach your team
Where time goes→

The work thatquietly eats the week.

These are the patterns we hear most often from teams in accounting and finance.

01

Chasing client documents

Reminders and follow-ups for missing documents take weeks every season.

02

Manual data entry

Invoices, statements and receipts are re-keyed into accounting systems.

03

Repeat client questions

The same deadline and status questions fill the inbox.

What we build→

Systems that takethe routine off your plate.

Each one connects to the tools you already use, and your team stays in control of every decision that matters.

Document processing

Statement and invoice extraction

Pull vendors, amounts and dates from documents and match them against your records.

Workflow automation

Document collection workflows

Track what each client still owes you and send the follow-ups automatically.

Internal copilot

Client-ready answers

Draft replies to common client questions from your firm guidance and past answers.

A workflow, start to finish→

Here's what it looks likewhen it runs.

An example of the kind of workflow we design. Yours will be built around your own systems and rules.

TriggerA batch of vendor invoices arrives
OutcomeOnly the exceptions reach your team
Step 0101

Fields are extracted from each PDF

Step 0202

Matched against open purchase orders

Step 0303

Mismatches flagged for review

Step 0404

Clean entries synced to the ledger

Works with →Accounting softwareClient portalsSpreadsheetsEmail
Further reading→

Research and guidesfor accounting and finance.

Browse all resources →

Blog3 min read

Why Most AI Pilots Stall, and What the Ones That Ship Do Differently

Most AI pilots never reach production. The research points to the same causes every time, and none of them are the model.

October 6, 2026Read →Blog3 min read

Your Team's Hidden Search Tax, and How Internal Copilots Pay It Down

Knowledge workers spend a large share of their week looking for information. An internal copilot built on your own documents can give much of it back.

September 22, 2026Read →Guide3 min read

The AI Readiness Checklist: 12 Questions to Answer Before You Build

A practical, plain-English checklist for deciding whether a workflow is ready for AI, grounded in the NIST AI Risk Management Framework.

October 1, 2026Read →
Also in professional services →Law firmsInsurance agenciesAll industries
Get in touch→

Tell us what is slowingyour team down.

A real person reads every message and replies within a day, with honest thoughts on whether AI can help.

Start the conversation →Estimate your ROI