01
Document intake
Capture file type, client reference, period, and missing items so staff can decide what is ready for work.
Possible output: an intake checklist.
AI for accounting firms
Move documents through the right review path.
When files and questions arrive in mixed formats, teams spend time finding context before specialist work can begin. We can scope tools that organize intake and prepare drafts for qualified people to check.
Administrative assistance only. Qualified people remain responsible for accounting judgments and client advice.
Where to start
Reduce the shuffle around specialist work.
These are scoping examples, not completed products or a claim of accounting accuracy. A useful project begins with the document types, existing systems, and review standards your firm actually uses.
02
Administrative routing
Direct routine requests to the right team or queue based on agreed rules, with exceptions visible for staff review.
Possible output: a review queue.
03
Draft summaries
Prepare a concise outline of supplied information for a qualified person to verify against source documents.
Possible output: a source-linked draft.
A practical approach
Design around the review standard.
The first step is choosing an administrative task with clear source material and a named reviewer. Data access and exceptions shape the technical proposal.
- 01
Define the intake
List document types, source systems, permissions, and what counts as a complete submission.
- 02
Set controls
Specify how reviewers check extracted facts, resolve exceptions, and approve client-facing output.
- 03
Test the workflow
Use an agreed sample set to assess fit before wider deployment or any claim about performance.
Qualified review
Keep professional judgment with the firm.
Automation can help organize information and prepare drafts. It does not replace verification, accounting judgment, client confidentiality controls, or the firm's own obligations.
- 01A qualified person checks figures, classifications, and conclusions against source records.
- 02Access to client documents is limited to authorized roles and agreed systems.
- 03Advice, filings, and client-facing statements require the firm's approval.
Questions
What teams often ask
Can a workflow use our existing practice software?
We assess the software's available interfaces, permissions, and data-handling requirements during scoping before proposing a connection.
Does the tool prepare final accounting advice or filings?
No such capability is offered by this page. The examples focus on administrative support and drafts that qualified people review.
What is a good first project?
Choose one repeatable intake or routing task, identify the source documents and reviewer, and describe the current bottleneck without sending client records through the initial form.
Start with your workflow
Show us the administrative bottleneck.
Share one process your team wants to improve. We will review the request, the necessary controls, and the scope before proposing a build.