Automation for accounting firms

Automation for
accounting firms

We build tailored process tools that remove the manual entry at the firm, so your accountants spend more time on advice and less on moving figures between systems. Always with European, GDPR-safe providers.

Accounting firms live with a constant stream of documents: receipts, invoices and files from clients that need to be interpreted, coded and entered into the accounting system. Much of the work is rule-based and repetitive, and that is exactly where a process tool does the most good without replacing the accountant judgement.

We always start with a free efficiency audit that shows where the time actually goes. Then we build a low-code tool that connects to your accounting system, reads the documents and transfers the entries after review. You keep control, and sensitive data stays within Europe under GDPR.

Reading of source documents

Receipts and invoices are interpreted automatically with a suggested entry, so the accountant reviews instead of keying in.

Connection to the accounting system

The tool connects to your existing system via API, so entries are transferred without double entry.

GDPR and European providers

European providers only and clear traceability, so client data is handled safely.

More billable time

Less time on manual entry means more time for advice, the work clients actually pay for.

Common questions

Automation for accounting firms

Which tasks can be automated at an accounting firm?
Rule-based and repetitive steps: reading and coding documents, reconciliations, reminders and compilations. The judgement and the difficult cases remain with the accountant.
Can you connect to our accounting system?
In most cases, yes. If the system has an API we connect to it so entries are transferred automatically after review. We review this in the efficiency audit.
How is client data and GDPR handled?
We use European providers only, sensitive data stays within Europe and all processing follows GDPR with traceability of what was done.
What does it cost?
It depends on the scope. We always start with a free efficiency audit that gives a concrete price and an estimated return before you decide. The build is priced like our other process tools.

Book a free analysis

We show your potential before you decide. No obligation.

Book a free analysis