Start with the tools you already pay for
Most firms already use receipt and invoice capture tools, and for routine bookkeeping they work well. We do not replace them. We fill the gaps they leave: chasing clients for missing documents, handling unusual documents the tools cannot read, moving data between practice management, tax and ledger systems, and preparing workpapers.
The aim is simple: more clients per staff member, with less of the month-end crunch spent on collection and data entry.
What we automate for firms
Document requests and chasing
Clients receive a list of what is needed, upload it, and get automatic reminders for what is missing.
Document sorting and filing
Uploads classified by type and period and filed to the right client folder.
Non-standard document capture
Statements, schedules and forms that standard tools cannot read, extracted to your workpapers.
Reconciliation preparation
Bank and ledger data matched and unexplained items listed for review.
Client onboarding
Engagement letters, IDs and authorisations collected and set up. See onboarding.
Client reporting
Monthly reports generated from the ledger and sent on schedule. See reporting.
Professional judgment stays with your team. Our automations collect, sort, extract and prepare. They do not make accounting or tax decisions, and every output that affects a client's books is reviewed by your staff.
A typical first project for a firm
Pick a service line
Usually monthly bookkeeping or year-end, where collection is most painful.
Map the document list
What each client type needs to provide, and when.
Build intake and chasing
Client requests, upload, classification and reminders.
Roll out by client group
A small group first, then the rest of the book.
An example firm finding
Collection, not entry, is usually the biggest bottleneck.
- What we found
- Reminders are sent by individual staff, irregularly, and outstanding items are tracked in each person's inbox.
- Fix
- A single request list per client, automatic reminders on a schedule, and a firm-wide view of what is outstanding.
- Measure
- Days from period end to complete documents, and staff hours spent chasing.
What firm automation typically costs
Typical fixed-price ranges for common projects.
| Project | Typical build price |
|---|---|
| Client document requests and chasing | $6,000–$15,000 |
| Document classification and filing | $8,000–$20,000 |
| Non-standard document extraction | $12,000–$30,000 |
| Client onboarding | $10,000–$25,000 |
Your assessment confirms an exact fixed price. Software and AI usage are paid directly to providers.
Common questions
How do you handle client confidentiality?
Data stays in your systems and in services you approve, under agreements that prohibit training on it. We sign confidentiality agreements and document every data flow. See security.
Does it work with our practice management software?
If it offers an API or reliable import and export, yes. We confirm compatibility during the assessment before you commit.
Can it help during tax season?
Yes. Document collection and chasing for personal and corporate returns is one of the most common projects, and is usually set up before the season starts.
Find out what one process could save you
Book a paid automation assessment. We map the process with your team, measure the time it takes, and give you a fixed-price build plan with expected savings. If automation is not worth it, we will tell you.