Agentic work for accounting and bookkeeping firms
The agent does the routine work. Your team gives the advice.
We build AI agents that process entries, compile annual accounts, prepare payroll and draft tax returns. Your people review and sign, and keep time for the work that sets your firm apart.
Four products for your firm
Each agent takes over a clearly defined piece of work. It records what it does, and puts what matters in front of you.
Agentic bookkeeping
The agent reads bank transactions and purchase invoices, proposes the entry and matches payments. Your staff review instead of type.
Read more: Agentic bookkeepingAgentic compilation of annual accounts
The agent gathers the documents, drafts the accounts, checks the reconciliations and flags what stands out. The accountant reviews and signs.
Read more: Agentic compilation of annual accountsAgentic payroll
The agent processes changes, compares payslips with the previous period and prepares the payroll tax return.
Read more: Agentic payrollAgentic tax returns
The agent collects the data, drafts the return and puts the points of attention at the top. Your firm reviews and files.
Read more: Agentic tax returns
Where the real value is
From figures to advice
Your firm already holds the figures of all its clients. Agents look for what stands out: a falling margin, rising costs, a season that runs differently from last year. So you go to your client with well-founded advice, not just the annual accounts.
- Signals per client, every month
- Comparisons with earlier periods
- A short advisory note to start the conversation
- An overview of which clients deserve a conversation now
Growing with the right clients
Agentic marketing
Agents look for companies that fit your firm: by sector, size and region, and where your expertise makes the difference. You do not get a long list of names, but for each company a reason why working together would fit.
More about agentic marketingHow we work
Introduction
Together we look at where your team's time goes and which work suits an agent best.
A plan per phase
Each phase gets a plan that says what is done when it is done. You approve it before we build.
Build and show
We build in small steps and first let the agent work in a test environment, with examples from your own practice.
Live and maintained
The agent goes live and we look after it. You see the hours and AI costs every month.
What we care about
Your data stays with you
Client data is stored in your own environment, not with us. Which AI service gets to see what is agreed with you in advance.
You stay in control
Anything that goes to a client or the tax authorities is approved by a person first.
Not tied to one AI model
We pick the model that fits each task, and switch when a better one comes along.
Open costs
Every month you see the hours and AI costs. No surprises afterwards.