Accounting & CA firms
Chase less. Reconcile faster.
An accounting practice runs on deadlines and documents, and both are chased by hand. Reminders go out when someone has time, client paperwork arrives in a dozen formats, and the same report gets rebuilt every month. Each of those is a rule, which means each of them can run on its own.
The manual load
Where the hours usually go
If two or three of these look familiar, they are the ones to automate first — they repeat, they follow rules, and none of them need judgement to get started.
Chasing overdue invoices on a schedule nobody has time to keep
Collecting client documents by email, one reminder at a time
Rebuilding the same month-end report from the same sources
Copying figures between the accounting system and a spreadsheet
Your first automation for accounting and CA firms, free
Tell us one job somebody does by hand every day and we will build it, test it and hand it over at no charge.
2 free builds a month · one automation · up to 2 systems
What we build
What we automate for accounting and CA firms
Each of these is a build we can start from. Most businesses begin with one, see it run for a fortnight, then add the next.
How they get built
The capabilities behind this work
Most projects here combine two or three of these.
FAQ
Common questions from accounting and CA firms
- Can you automate Invoice reminder chaser for accounting and CA firms?
- Every morning it checks which invoices are unpaid and how late each one is, then sends the right reminder for that stage — polite at a week, firmer at a month, and a heads-up to your team beyond that.
- Can you automate Read documents automatically for accounting and CA firms?
- It reads the document — even a photo or a scan — pulls out the details that matter, checks them against your rules, and saves them properly into your system. Anything unclear or risky goes to a person, with a note explaining what looked wrong.
Other sectors
Not quite your business?
The shape of the work repeats across sectors — the tools change, the manual load does not.
Have a system that needs to work smarter?
Tell us what you're trying to automate, integrate or build. We'll tell you what it would take.