Accounting
Accounting firms & chartered accountants
Industry challenges
The most common problems we solve.
Supplier invoice processing: manual data entry, miscategorization, delayed posting
Tedious bank reconciliation across hundreds of entries every month
Inconsistent expense categorization across team members
Tax deadline stress: VAT, corporate tax, annual filings — always last minute
Endless document collection from clients: follow-ups by email, WhatsApp, phone
Reconciliation errors that cascade into financial statements
Monthly reporting that takes 3 days instead of half a day
Overdue client payments: reminders postponed, cash flow impacted
Continuous regulatory updates to track (chart of accounts, VAT, thresholds)
Our automations
8 automations forged for the accounting.
AI Invoice Processing (OCR)
MediumScanning, extraction, and automatic posting of supplier invoices with a recognition rate above 95%.
Automated Bank Reconciliation
MediumIntelligent matching between accounting entries and bank statements, with suggestions for ambiguous cases.
Smart Expense Categorization
SimpleAutomatic charge classification by account, based on firm history and rules.
Tax Filing Preparation
ComplexPre-filling of VAT, corporate tax, and annual returns from verified accounting data.
Client Document Collection Portal
MediumSecure portal where clients upload documents, with automated reminders and a checklist of missing items.
Automated Financial Reporting
ComplexMonthly generation of dashboards, interim statements, and variance analyses — delivered directly to clients.
Client Payment Reminders
MediumProgressive reminder sequences: email, SMS, then AI voice call for overdue invoices, with configurable escalation.
Cash Flow Forecasting
ComplexAutomatic cash flow projections based on outstanding invoices, due dates, and payment history.
Measurable impact
Average ROI observed: -87% data entry time, -90% errors, reporting in 4h instead of 3 days, breakeven in 5 weeks.
| Metric | Before | After | Improvement |
|---|---|---|---|
| Time per invoice | 15 min | 2 min | -87% |
| Reconciliation errors | 8% | < 1% | -90% |
| Monthly reporting time | 3 days | 4 hours | -83% |
| Overdue invoices > 30 days | 22% | 9% | -59% |
5-person accounting firm in Marseille, 200 clients
Problem
3 full days per month dedicated to reporting. Bank reconciliations riddled with errors (8% discrepancy rate). Payment reminders systematically postponed — 22% of invoices overdue by more than 30 days.
Solution
OCR invoice processing with automatic posting + AI bank reconciliation + automated reporting + multi-channel payment reminder sequences + client document collection portal.
Result
Monthly reporting reduced to 4h. Reconciliation errors under 1%. Overdue invoices > 30 days dropped from 22% to 9%. Team refocused on advisory work, client satisfaction up.
Integrated tools
Our automations connect to your existing tools.
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