AI agents for accountants and bookkeepers
Deadline season without the chasing
A practice loses most of its January to asking clients for the same documents. The Chaser runs that queue daily from your own address, and the Data Clerk types what comes back into Xero or Sage.
Where the week goes
- Chasing clients for records and signatures
- Unpaid fees
- Typing receipts and invoices into the system
- The phone during filing season
Together those queues run 15–30 hours a week — about €2,250–€4,550 a month at a €35 loaded hourly cost. Your real numbers replace these on the call.
Who we'd start with
01The Chaser
€6 / invoice or document resolvedChases unpaid invoices and missing documents until they land.
02The Data Clerk
€1.20 / document entered and codedTypes your invoices, receipts and forms into the system.
03The Watchdog
€1 / payment or sender verifiedCatches invoice fraud, fake bank-detail changes and phishing.
04The Onboarder
€15 / customer fully onboardedRuns new-customer onboarding start to finish, on its own.
Questions from accountants and bookkeepers
We run desktop Sage 50. Does that work?
Yes, through a synced sheet rather than an API. The setup call establishes which route you are on before anything is quoted.
Will it email a client something wrong?
For the first week it emails nobody — your staff approve every draft. You decide when it goes live, per client if you want.