Accounting firms
Less retyping.
More time for what matters.
We help accounting firms automate document reading, data checks and deadline tracking. The system extracts invoice data that someone retypes by hand today. The team focuses on what takes expertise: assessing documents, handling bookkeeping and tax filings, and talking to clients.
Document flow
- Invoice reading
- Counterparty identification
- Completeness check
- Preliminary description for bookkeeping
- Currency conversion
- Settlement of exchange rate differences
- Payment matching on bank statements
- Continuous payment monitoring
Technology supports accountants — it doesn't replace them.
Before bookkeeping starts, someone has to retype the documents.
Invoices arrive as PDFs, phone photos and email attachments. Someone retypes them into the accounting software, chases missing documents and keeps track of tax and reporting deadlines.
Each one is a small task. Across many clients they take time the firm could spend on what matters, and clients still keep asking where their documents stand.
- Documents in many formatsPDFs, photos, emails
- Manual retypingof data into accounting software
- Missing documentsand reminding clients
- Recurring questionsabout status and deadlines
Documents ready for the accountant's approval.
The system reads documents: invoices, statements and correspondence. It extracts the data, checks completeness and prepares a preliminary description for bookkeeping, which the accountant approves or corrects.
Approved data can go to the software the firm already uses, as far as that software's capabilities allow. The system also keeps track of deadlines and reminds clients about missing documents, so the accountant can focus on what requires their judgment.
Results in the firm's daily work.
Faster document preparation
The system takes over reading, completeness checks and the preliminary description, and the accountant receives material to approve.
Fewer retyping errors
Less manual entry of amounts, numbers and counterparty details means fewer mistakes that have to be caught and corrected later.
Serving more clients
More clients don't have to mean proportionally more manual work on documents.
More time for what matters
Accountants give their attention to assessing documents, handling bookkeeping and tax filings, and talking to clients, not to retyping.
Invoices from abroad and VIES
An invoice from a foreign counterparty is more work than a domestic one: a foreign language, a different currency, an EU VAT number to check and the question of how to record such a transaction in the books.
The system also reads invoices in a foreign language, recognizes the currency and the counterparty's country, checks the counterparty's EU VAT number in the VIES system and prepares a preliminary description for the accountant to approve.
When the number is missing or VIES doesn't confirm it, the system flags it for the accountant to decide.
Let's talkDocument flow first. Then technology.
Instead of rolling out a ready-made tool, we first look at how documents reach your firm, where they get retyped and which missing documents come up most often. Only then do we choose the technology.
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Conversation
We learn how documents flow through your firm: where they come from, what form they take, who retypes them and into which accounting software.
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Analysis
We identify what can be automated and prepare a proposal.
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Implementation
We build a solution tailored to your clients and document types. Data can go into the software you already use, as far as its capabilities allow.
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Results
The system takes over repetitive tasks. Approval and assessment of documents stay with the accountants.
Common questions.
We tailor the solution to the way your firm already works. We settle the technical details after a conversation and an analysis of the documents.
Does the accounting software have to be replaced?
No. The goal is to pass data to the software the firm already uses. We decide how to do that after the analysis, because it depends on that software's capabilities.
Is it possible to start with one process?
Yes. We can start with expense invoices or bank statements, for example, and add further areas once the first process is running.
Does the accountant still approve documents?
Yes. The system prepares a preliminary description and shows the data for checking. Approval and assessment of the document stay with the accountant.
What about the confidentiality of the firm's client data?
Accounting documents are your clients' data, so we raise the topic of confidentiality right at the start. Before we launch anything, we agree with you where the documents are stored, who has access to them and how the system processes them.
How much time could your firm regain?
Describe what document flow looks like in your firm today. We'll go through it together and point out what can be automated and what the final solution might look like.
We don't design for effect. We design for results.