Accountants
Less time on documents and deadlines, more time for clients
We automate document collection, reminders and data entry into your management software, staying inside the tools you already use every day.
The problem
Where you lose the most time
Document collection
Receipts, invoices and documents requested from clients by email or WhatsApp, chased and organized one by one.
Reminders and deadlines
Tax deadlines and filings tracked by hand, with the risk of missing a client during the busiest periods.
Data entry
Data copied from PDFs, emails and spreadsheets into your management software, one field at a time, for every file.
Inbox to sort
Your inbox fills up with similar requests that need sorting before you can even reply.
In practice
Real use cases
Document reminders
The client gets an automatic reminder when a document is missing, without you having to write to them.
Connected deadline calendar
Tax deadlines update themselves in the firm's calendar, with alerts before each one.
Automatic import
Data from incoming documents is read and entered into your management software, ready to check instead of retype.
The solution
What we build
OCR on documents
Invoices and receipts are read automatically and the data lands straight in the right fields of your software.
Automatic reminders
Emails or WhatsApp messages sent on their own when a document is missing or a deadline is close.
Sync with your software
Your management software stays the hub. We connect email, calendar and documents to it so it updates itself.
Example
A typical case
Fewer calls just to book a slot
For a firm with several professionals, appointment requests came in by phone, email and WhatsApp with no single point of entry, with the risk of double bookings. We connected a booking system to the firm's calendar. Now the client picks an open slot, the appointment is added to the agenda on its own, and a confirmation goes out automatically.
Illustrative example of a typical project for this sector, not a verified client case.
Results
What changes
- Fewer hours spent entering data by hand
- Fewer deadlines chased at the last minute
- Clients who get faster answers, without chasing twice
Process
How we work
- 01
Analysis
We look together at where you lose the most time every week.
- 02
Design
We design the automation tailored to your process.
- 03
Build
We connect it to the tools you already use, without changing everything.
- 04
Test & launch
We test it together before going live.
- 05
Maintenance
We keep an eye on it and update it when needed.
Questions
Frequently asked questions
- Do we need to change management software?
- No, we work with what you already use; the automation connects to your current tools.
- Does it work for a small firm too?
- Yes, we start from whatever process costs you the most time, even with just a few people.
- How long before we see results?
- The first automations (reminders, document collection) are usually live within a few weeks.
Let's talk about your firm
Tell us which tasks eat up most of your time each month, and we'll figure out together what's worth automating.
Request an assessment