Client document chasing
Requests issued, tracked and escalated automatically, with what’s arrived validated for completeness on receipt.
AI agents for accounting and bookkeeping
Straight answer: the profession’s bottleneck isn’t the accounting. It’s getting documents out of clients and reconciling what arrives. Both are high-volume, rules-driven and almost entirely lookup — the ideal agent shape.
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The chase is the cost
Every compliance deadline is preceded by weeks of chasing clients for documents they’ve forgotten, in formats you didn’t ask for, arriving incomplete.
Your team spends that time on follow-up emails rather than on the work clients actually pay for. Then everything arrives at once and quality suffers under deadline pressure.
Workflows we automate
Reconciliation preparation
Matching across bank, ledger and source documents, with variances classified and evidenced for review.
Client query handling
The recurring questions — deadlines, status, what’s needed, what a figure means — answered instantly with context.
Regulatory change tracking
Changes across federal, state and industry bodies monitored and routed to the right practice group. A firm currently spends 10–20 hours a month on this manually.
Onboarding and compliance checks
New client onboarding, identity verification workflows and engagement documentation.
What we integrate with
- Practice management: major accounting practice platforms with API access
- Ledger: Xero, MYOB, QuickBooks, Sage, NetSuite
- Document management: SharePoint, Google Drive, practice DMS
- Channels: email, SMS, client portal
How we de-risk it
- A human approves every entry. The agent reconciles, proposes and evidences. This is financial data rolling into reported results, and we won’t build it without that gate.
- Client data segregation enforced structurally.
- Chasing tone is yours. These are professional relationships; escalation cadence and language are configured with you.
- Advice always escalates. The agent answers process questions, not technical ones.
Related use cases
The same workflows, described by the job rather than the sector.
Frequently asked questions
Will it post journals automatically?
No. It prepares and evidences; you approve. Design principle, not a roadmap item.
What about client confidentiality?
Your infrastructure, your access controls, segregation enforced structurally.
Can it answer technical client questions?
Process and status questions, yes. Anything constituting advice escalates to a qualified person.
Is the regulatory tracking worth it alone?
For firms carrying real E&O exposure, frequently yes. Accounting firm subscription services typically range from $500–$5,000/month depending on tier (Uku, 2026), which gives you a benchmark to model the tracking agent against.
Not sure this is your operation
Every sector page describes the workflows we’d expect to find. Yours will differ in ways that matter, and the audit is designed for exactly that — you get evidence about your own business rather than someone else’s.