AI employee fit
AI employees for the client-chasing work that slows accounting firms down.
Keep client documents, deadlines, onboarding, billing reminders, and inbox triage moving while your team focuses on advisory and review.
High-value workflows
- Follow up on missing tax, bookkeeping, or advisory documents
- Track deadlines and alert the team before client work becomes urgent
- Triage client emails and route action items to the right owner
- Draft polite invoice, AR, and onboarding reminders