AI agents for accounting firms
You didn’t qualify as an accountant to chase receipts.Now you don’t have to.
Chasing documents. Sorting receipts. The same filings, every month. None of it needs a partner’s judgment, and all of it takes a partner’s hours.
We build one AI agent around one of those jobs. It runs on the systems the firm already has, on your own accounts, and you keep it.
- Built for small and mid-sized practices
- Runs on your ledger, not a new platform
- First build live in 2 weeks
- Build fee back if it doesn’t deliver
The constraint
If your client list doubled next month, what breaks first?
Every practice has one bottleneck doing most of the damage, and it is rarely the one you think about most. Answer it about last week, not about a good week. Pick the one that would go first, then bring it to the call.
- Speed to leadA new enquiry lands Friday night and gets an answer on Tuesday.Bring this one
- Document intakeReceipts and statements sit in an inbox until somebody sorts them by hand.Bring this one
- The chasingThe same clients get asked for the same documents before the same deadline.Bring this one
- Dormant clientsAnnual-only clients, and the ones who never came back. Nobody has the list.Bring this one
- Internal reportingNobody knows what is late or whose file it is until someone checks.Bring this one
None of them exactly?
Bring your own version. Thirty minutes, and you get a straight read on which one to fix first.
30 minutes · No slides · No obligation
Where it plugs in
It runs on the systems the firm already has.
We do not move a practice onto a new platform. The agent reads and writes in the ledger, the inbox and the document store you already run on. If a system has a login and an export, we can usually reach it. If it does not, you hear that on the call instead of after the build.
- Ledger and invoicing
- HashavshevetRivhitGreen InvoiceiCountPriorityQuickBooksXeroSagePrimaveraMoloni
- Documents and mail
- GmailOutlookGoogle DriveSharePointDropboxWhatsApp Business
- Practice and clients
- Monday.comGoogle SheetsExcelCalendly
Anything filed in the firm’s name stays with a person. The agent gets the return ready and flags what is missing, then stops at your approval. We agree where that line sits before we build, not after.
How we work
We don’t hand you a spec.We build it with you.
Four steps, start to running. You’re in the room for all of them.
01
Mapping
We walk through your day together and find the work worth handing to an agent.
02
Build
Off the call, we build your agent: its memory, your tools connected, the skills for your work.
03
Install
We install it on your computer and connect everything. By the end, it does something real.
04
Workshops
We run your real work with it, side by side, until you watch it do 90% of your repetitive work.
The five builds
Start with the clog that costs you most.
One clog, one agent, one finished thing at the end. Get it running, then earn the second.
New enquiry answered in a minute. The form or the email arrives, the agent replies with the questions you always ask, and puts the answers in front of you.
Client document intake. Receipts, statements and invoices read as they arrive, filed to the right client and period, and flagged when something is missing.
The chase, run for you. The client who is late gets the reminder in the firm’s own wording, until the document lands or you call it off.
The dormant list, rebuilt. The agent reads the ledger, finds who has not been billed this year, and hands you a ranked list with a first line for each one.
The Monday picture. What is open, what is late, whose file it is, and which deadline is closest, in one email before you open the office.
We never automate a job that does not already work when a person runs it by hand. If the process is different every time, we will say so on the call and tell you what to fix first.
Testimonials
Business owners who put AI to work, methodically.
Most of our week was admin: chasing documents, sorting invoices, the same filings. Omri built the systems that take that off, and we handle more clients without growing the staff.
More clients, same staffAndreas
Founder · GMAP CPAs · Cyprus
Our AI use was scattered. Omri built the system Claude now runs on, in every department, and we ship faster at higher quality.
Ships faster, higher qualityEyal Cafri
VP of R&D · Scytale · Israel
Managing my design business manually meant working late into the night, and it capped how many clients I could take. Omri put Claude into my workflow, and now most of that runs on its own.
Nights backNoy
Founder · Renovar · Lisbon
FAQ
What accountants ask first.
Ready when you are
Bring the clog.We scope it in thirty minutes.
Tell us how the practice runs and where last month went. You will get a straight read on which of the five is costing you most, what it takes to build, and whether it is worth doing now.
30 minutes · No slides · No obligation
Start here · Free
A 30-minute audit call.
No pitch.
Tell us how your business runs and where it’s slow. You’ll get a straight read: which work an agent can take over, and what it would cost.
What we cover
- The hours the repeatable work eats every week, and what that costs you.
- The first automation worth building, and why it comes first.
- An honest read on whether this is worth doing right now.
You’ll be talking with
Omri Dan · Founder
30 minutes · No slides · No obligation · Pick a time below · Pick a time on the right