Workflow that automates repetitive Accounting tasks
We save accountants time, money and stress.
Download free workflow that integrates with Quickbook and Xero to start automating today
The document chase, off your plate
Getting documents from clients has passed admin work as the #1 workflow issue in accounting. Instead of your staff sending a third reminder for a missing W-2 or bank statement, an AI agent runs the follow-up — polite, escalating nudges by email and SMS, with instant answers to basic client questions.
- Escalating reminders by email & SMS
- Handles “where do I find my 1099?” on its own
- Hundreds of billable hours back each tax season
Zero-touch client onboarding
A signed proposal shouldn't kick off two hours of data entry. One trigger sets the new client up across your whole stack — CRM profile, secure document folders, engagement letter, recurring tasks and the welcome email — before a senior accountant touches a thing.
- Signed proposal → fully set-up client
- CRM, folders, engagement letter & welcome email
- Never touches live financials or tax math
Make TaxDome or Karbon actually deliver
Most firms pay for TaxDome, Karbon or Canopy — and still assign work by hand, keep side spreadsheets and copy client data between apps. We rebuild your workflows inside the tools you already own: standardized templates, recurring projects with dependencies, and escalation rules for overdue work.
- From 5+ hours to under 1 hour of weekly scheduling
- Recurring projects, dependencies & escalations
- One dashboard for blocked, overdue & unassigned work
What firms already using AI are seeing
I’m Yashua. For the past months I’ve been researching how bookkeeping and CAS firms that already use AI are benefiting from it — reading the industry reports and digging through the Financial Cents workflow survey.
The pattern is consistent. Before automating, 53.8% of firms spent more than five hours a week just scheduling and assigning work. After, most do it in under one hour. The share of firms stuck in 6–10 hours of weekly admin fell from 22.9% to 6.2%.
Meanwhile, getting documents from clients has overtaken admin as the #1 workflow issuein the industry — and it’s the first thing these firms automated. Add up the document chase, onboarding and re-keying, and a typical firm buys back about 15 hours every week, without hiring a single person.
Numbers are self-reported and directional. Source: Financial Cents workflow report & survey.
Start automating this week
Download the free workflow, plug it into QuickBooks or Xero, and let the document chase, client onboarding and work assignment run themselves.
Free · Works with QuickBooks & Xero · No sales call