Accounting & bookkeeping
Deadlines don't move. The documents you need to meet them do.
Client records that arrive in nine different formats. Statutory dates tracked in one person's spreadsheet. The same three clients chased for the same three documents every quarter.
Three jobs that eat the week
Chasing the same documents every quarter
Every filing needs records only the client has, and the same few always need asking three times. The agent tracks what is outstanding per client, chases on a schedule in your firm's tone, and escalates to you when a file has not moved in a week.
The deadline calendar in one person's head
The filing calendar lives with whoever built it, and the risk lives with the partner. The agent holds every statutory date per client, warns at the lead time you choose, and shows you which ones still have no work started against them.
Receipts that arrive as photographs
Bank statements as PDFs, receipts as photos in WhatsApp, invoices forwarded without context. The agent reads them, codes them against your chart of accounts, and puts anything it cannot match confidently in front of a person.
Agents draft and chase. They never give accounting or tax advice, and nothing is filed or sent to a client without a person approving it.
Where most firms start
Nobody switches on six agents at once. These are the departments that pay for themselves first in this trade. All departments
A 10-person accounting practice
Quarter-end spent chasing the same clients for the same records, with the filing calendar living in a spreadsheet only the practice manager understood.
The Onboarding Agent chases outstanding documents on a schedule and escalates anything stuck for a week. The Deadline Agent holds every statutory date and warns at the lead time the partners set.
The software you already run
We connect to what's there. Nobody is migrating off their accounting system to make this work. All integrations
See it on one of your own jobs
Give the demo something real and watch where it stops and asks you.