AI agents for accounting firms: invoices read, matched and ready to approve
An agent reads each client's invoices and receipts, proposes entries from past bookings and checks the bank. Your accountants review the batch and decide.
What an agent can take on
Collect and propose
Gathers the month's documents and suggests category and VAT from earlier bookings, with the basis shown.
Bank matching
Finds each payment in the statement and lists what is unpaid or unexplained.
Flags and import
Spots duplicates, drafts client questions and prepares the approved batch for import.
Where bookkeeping hours go
Documents in every format
E-invoices, PDFs by email and receipt photos, each read before booking.
The same suppliers, categorised again
The judgement is in the exceptions, not the routine.
Chasing what does not match
Duplicates, missing payments and odd VAT rates take longest to find.
Who this is for
A good fit
Firms with many small clients whose documents follow a monthly pattern.
Look elsewhere if
Mostly advisory work, or software that already reads and matches documents well enough.
Questions
Which accounting software does it work with?
It depends on what your software can import or connect to. We check the documented import formats and APIs for your version before we commit to anything.
Does client data leave our firm?
That depends on the setup you choose. Financial documents are a good case for agents on your own servers, and we tell you which data, if any, goes to an outside AI model.
Who is responsible for the entries?
Your accountant, as now. The agent proposes and explains; nothing is booked until a person approves the batch.
How many hours a month go into reading and matching documents?
Tell us roughly how many clients and documents you handle a month and which software you use. No client data, please.