Accounting & Professional Services
Stop drowning in document processing and month-end chaos. Our AI automates bank statements, invoices, and audit workflows — saving 30 hours per staff member monthly.
Saved per staff/month
Document compliance
Faster month-end
Less data entry
We understand your challenges
Document Processing
Manual extraction from bank statements, invoices, and financial documents.
Month-End Delays
Reconciliation and close processes take too long due to manual work.
Audit Preparation
Document collection and organization for audits is time-consuming.
Client Communication
Email overload during busy seasons reduces billable time.
How we help accounting & professional services organizations
Document Intelligence
Automated extraction and categorization from bank statements and invoices.
- Statement parsing
- Invoice extraction
- GL mapping
Month-End Automation
Streamlined workflows for reconciliation, close activities, and reporting.
- Auto-reconciliation
- Close checklists
- Report generation
Audit Workflows
Automated document collection, organization, and compliance tracking.
- Document gathering
- Compliance checks
- Audit trails
30 Hours Saved Per Staff Monthly
Client
Regional Accounting Firm (25 staff, 200+ clients)
The Challenge
Manual document processing, month-end close delays, and audit preparation bottlenecks reduced billable time and client service quality.
Our Solution
Implemented intelligent document processing, GL automation, month-end workflows, audit document collection, and email triage.
The Results
30 hrs/month
Per staff saved
100%
Compliance
50%
Faster close
85%
Less data entry
“We've transformed from data processors to strategic advisors for our clients.”
Managing Partner
CPA Firm
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Ready to transform your accounting & professional services organization?
Let's discuss how AI can address your specific challenges and opportunities.
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