Documents chased by email, receipts keyed in by hand, the same deadline reminders typed out every quarter. It is the admin around the accounting, not the accounting itself, that quietly caps how many clients your firm can carry. We build the AI that does the chasing and the data entry, so your team spends its hours on the advisory work clients pay a premium for.
Built around how accounting and bookkeeping firms actually run.
Chasing documents, keying in receipts, and reminding clients before every deadline is where the hours disappear. It is also where growth stalls. The numbers are consistent across the profession.
Every hour spent on manual follow-up is an hour not spent on advisory, and manual data entry caps how many clients a firm can carry at all. For a firm around $500K in revenue, buying that time back is worth an estimated $90,000–$160,000 a year in reallocated billable capacity.
Same team, same clients. The difference is that document chasing, data entry, and reporting stop depending on someone finding the time to do them.
A few of the highest-value places to start. Examples, not the limit of what we build.
Spots transactions that need a receipt, asks the client for it, chases if they go quiet, and logs it against the transaction. The follow-up that ate nine hours a week runs itself.
Bank-feed transactions get matched and categorized on a first pass. Anything unusual or unmatched lands straight in your team's review queue instead of buried in reconciliation. The judgment call stays with your bookkeeper. The sorting doesn't.
Engagement letter, chart of accounts, bank feed, and document intake, wired into one flow. A two-hour setup per client becomes under ten minutes.
Every filing and payment deadline tracked, with reminders that reach the right client at the right time. No missed date, no penalty risk.
P&L, cash flow, and a plain-English summary generated and sent to each client on schedule. The report clients expect, without anyone building it by hand.
The work that buries a firm is the admin around the accounting: chasing documents, keying in receipts, sending reminders. That is exactly what we automate, and we leave your financial records where they are. Nothing sensitive has to change hands to get the first win live, and every hour we take off the admin is an hour back for advisory.
We start with client chasing and communication, not direct access to your books, so the first build clears the privacy hurdle instead of tripping over it.
QuickBooks or Xero, TaxDome, Gmail, and your calendar, connected the way your firm works, not another subscription to learn.
Advisory rates run well above compliance work. The automation clears the admin so your team can spend its hours there.
Industry figures are drawn from Liscio, Mentally.AI, Xero, and the CPA.com 2025 AI in Accounting report. Flowziv is an early-stage agency building its accounting case studies now; the numbers above describe the industry, not a specific past client.
An assessment call, no pitch. We look at how document chasing, data entry, and reporting run today and show you the two to three highest-value places AI would give your team its time back.