The accounting profession is buried under repetitive tasks and document collection. For accounting firms, we deploy concrete automations and AI agents that reduce data entry, follow up with clients and save your teams hours, while staying GDPR-compliant.
Custom quote after AI audit
Between chasing missing documents, sorting files, pre-entry and recurring client questions, your teams spend precious time on low-value tasks. AI, well integrated with your tools (Pennylane, MyUnisoft, Tiime, Dext, document management), automates these operations and frees up time for advisory, where your real added value lies.
Your challenges, our answers
Our ai & automation support for chartered accountants
We set up automatic, intelligent follow-ups to retrieve missing documents (invoices, statements, supporting documents) from your clients, with personalised reminders and tracking. Combined with document recognition, this time-saver sharply reduces your teams' workload during tax season.
An AI assistant answers your clients' frequent questions 24/7 (deadlines, documents to provide, file status, VAT, payroll) based on your own information. It qualifies new requests, routes them to the right person and clears your inboxes, without replacing the human relationship.
We connect AI to your tools (Pennylane, MyUnisoft, Tiime, Dext, ACD, document management) through reliable workflows: sorting and filing of documents, assisted pre-entry, report generation, file summaries. Data hosted in France, restricted access, GDPR and professional secrecy preserved.
Discover our other expertise for chartered accountants:
A free call to scope your needs. Response within 24 to 48 hours.
FAQ
Everything chartered accountants need to know.
Chasing missing documents, sorting and filing documents, assisted pre-entry, answering clients' frequent questions, generating file summaries and deadline reminders. All repetitive tasks that free up time for advisory.
Yes. Your data is hosted in France, in a framework compliant with GDPR and the rules of the Order of Chartered Accountants, with restricted and controlled access. You remain the owner of your data and professional secrecy is preserved.
Yes. We connect the automations to your industry tools (Pennylane, MyUnisoft, Tiime, Dext, ACD, document management) through bespoke workflows, without disrupting your existing organisation.
No. We start with a simple use case with a high time return (for example document follow-ups or the client assistant), sized for firms of any size, then expand gradually.
Budget depends on functional scope, integrations and usage volumes. A free AI audit helps estimate a realistic budget before you commit.
We also support other professions. Explore our dedicated pages:
