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Accounting firms

AI for accountants

Automated data entry, reconciliation, client chasing, answers on filings and deadline tracking. AI agents that absorb data entry to free your teams for advisory work.

Concrete use cases

What AI can automate for you

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Automated data entry

Extracting data from invoices and receipts, and pre-entering it into your accounting software.

Hours of entry removed
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Reconciliation & matching

Help with matching and bank reconciliation, flagging discrepancies to check.

Faster closings
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Client chasing

Automatic reminders for missing documents and deadlines, validated by the firm.

Documents collected without chasing
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Deadline tracking

Alerts on tax and social filings per client, a consolidated view of deadlines.

No deadline missed
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Answers on filings

An agent answers recurring client questions on their accounts, VAT and filings.

Teams less interrupted
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Summaries & reporting

Generating summary notes and client reports from your accounting data.

Reporting ready faster

Data entry kills added value

An accounting firm is a mountain of repetitive tasks: data entry, reconciliation, chasing, deadline tracking. That time is not spent on advisory work, where you actually bill. AI agents absorb this load to reposition your teams on value.

Integrated with your tools, not beside them

We design agents wired into your software (Pennylane and other tools), your DMS and your email. Not yet another separate tool: an automation layer integrated with your existing workflows.

Compliance and trust

Pseudonymised data, France / EU hosting, controlled scope of use. We have worked with accountants — a cautious profession — and we know nothing ships without a rock-solid compliance framework.

A time-consuming workflow in mind?

30 minutes to pinpoint what AI can save you. No commitment, no jargon.

Book a discovery call →