AI FOR ACCOUNTING & BOOKKEEPING
Client Q&A drafted from your own guidance
Every firm answers the same twelve questions on a loop: home office, mileage, estimated payments, 'can I write off my truck?' Each answer is easy — but they arrive daily, and each costs a partner or senior ten minutes. The AI drafts replies from your firm's own answer bank and the current rules; you review and hit send, and clients still get your answer, in your words.
HOW IT WORKS IN YOUR BUSINESS
A Day With This Running.
Not a product demo — a walk through what an ordinary day looks like once this is in place.
'Can I deduct my home office?' 'What's the mileage rate this year?' 'Do I need to 1099 my web designer?' — six emails before your first coffee.
Each reply is drafted from your firm's answer bank — your standard caveats, your tone, current-year figures — and tailored to what you know about that client.
Thirty seconds a reply: read, tweak if needed, send. The client gets a thoughtful answer within the hour instead of Friday.
The genuinely thorny question — the one about the multi-state payroll mess — gets flagged for a real conversation, which is where your time belonged all along.
BEFORE & AFTER
What Actually Changes.
▸Before: An hour a day, often a partner's
▸After: 10–15 minutes of review
▸Before: 1–3 days in busy season
▸After: Same day, consistently
▸Before: Depends who answered
▸After: Every reply starts from the firm's agreed guidance
What it saves, in one line: The daily hour of repetitive client email drops to minutes — without clients feeling brushed off.
GETTING SET UP
Simpler Than You'd Think.
No rip-and-replace, no new systems to learn, nothing goes live without your say-so. Here's the whole process:
- ▸We build the answer bank from your sent mail and standard guidance — the answers you've already written a hundred times.
- ▸We set the guardrails: which topics the AI may draft, which always escalate to a human.
- ▸Nothing sends without your review — the AI drafts, the accountant answers.
Client questions reveal client finances. This runs on private AI infrastructure we own and operate — the conversation history and your clients' situations stay entirely under your control. Learn more about Private AI →
GET STARTED
Want this running in your business?
Tell us a bit about your business and we'll come back with honest, plain-English ideas about whether this fits — and what it would take. No jargon. No pressure. No obligation.
RELATED USE CASES
No more mental spreadsheet, no more penalty-and-apology calls. The deadline that used to wake you up at 2am is already handled.
LEARN MOREYou catch errors and odd spending at review time, not at year-end — the difference between a note and a cleanup project.
LEARN MOREThe hour you spend on review triage each week disappears, and future customers see an owner who responds to everything — which measurably lifts bookings.
LEARN MORE