AI for accounting firms

Automate the prep work. Keep the expertise.

Collecting documents, pre-entry, reconciliation, report preparation: an agent prepares the file up to the point where your judgement begins.

Tell us about your processes

documents · invoice receivedExample

Entréeinvoice-0893.pdf

dropped in the watched folder · scan with no order reference

Extraction

supplier: matched in the register
net: 1 420,00 €
VAT 20%: 284,00 €
gross: 1 704,00 €

vérifié : VAT consistent with the net amount
vérifié : Document not already recorded
à vérifier : No order matched

RègleIs the matching complete?

the rules are set with the firm, case by case

RésultatDraft entry prepared

to be approved by the staff member

HumainDiscrepancy flagged

nothing is entered until you have decided

Accounting firms spend a large share of their time on repetitive tasks: collecting documents, data entry, reconciliation, report preparation. These are exactly the tasks AI can support, provided human approval stays on every sensitive step.

In practice, AI can read an invoice and extract its data, prepare an entry, flag a reconciliation anomaly, or generate a first draft of a management report. Your staff read, correct and approve: quality and responsibility stay inside the firm.

We build these systems end to end for French firms, with the confidentiality of your clients' data as the starting constraint: local, hybrid or cloud architecture, documented flows and controls. Tell us about your processes in a first conversation.

Where AI steps in

Inside the firm's chain, never beside it

An agent does not replace a step: it prepares the next one and hands back. Here is where this is worth it, and where it is not.

The firm's client

Collecting documents
client uploads, emails, scans
Agent
Retrieves the supporting documents, names and files them
list of missing documents
Humain
The associate follows up with the client
Entry
the month's entries
Agent
Extracts the data from each document and prepares the entry
a proposed pre-entry
Humain
The associate approves or corrects it
Controls
consistency, reconciliation
Agent
Reconciles the documents and flags what stands out
anomalies raised, never corrected on their own
Humain
The engagement lead decides
Review and closing
judgement calls, signature
No agent here, and that is not a gap: review, judgement and signature commit the firm.

What it changes, role by role

Firm head: You want to modernise production without unsettling your teams: we frame with you which processes to automate, which data is involved and the approval rules.
Head of accounting production: You organise data entry, closings and the relationship with staff: AI can prepare files and flag anomalies, while approval stays human.
Accountant or associate: You spend time gathering documents and preparing reports: AI gathers, structures and summarises, while you keep the analysis and the decision.
Payroll team: You handle recurring documents and standard questions: AI can prepare first drafts and standard replies, under your control.

Three scenarios

Named the way you name them

Nobody goes looking for “data extraction”. They go looking for a way to stop chasing documents at closing time.

Scenario 01

Collecting the month's documents

Clients submit, send, or forget
Documents arrive in three formats and six file-naming styles
The agent reads, renames and files them per your rulesthe agent takes over
It sets aside duplicates and lists what is missing
The associate follows up, once, on a short listyou take back the reins

Today: Collection reopens with every follow-up, and no one knows where a file stands.
With an agent: An up-to-date list of what is missing, and a follow-up that targets what is truly missing.

Scenario 02

Preparing entries and controls

The file's documents are complete
The agent extracts vendor, amounts, VAT and datesthe agent takes over
It reconciles them with orders and statements
It proposes the entry and flags the discrepancies
The associate approves, corrects or sends it backyou take back the reins

Today: Entries are made document by document, and control comes after, when time allows.
With an agent: A pre-entry already checked, and a list of discrepancies to decide rather than a pile to reread.

Scenario 03

Preparing a closing

The closing date is approaching
The agent checks that the file's documents are completethe agent takes over
It gathers the report's elements and compares them to the previous month
It prepares a first draft summary
The accountant reviews, decides and signsyou take back the reins

Today: Preparation starts late, when the gaps all appear together.
With an agent: A file whose state is known ahead of time, and a first draft to correct rather than write.

The other tasks we keep seeing

Tasks worth studying with your experts and within your constraints.

Intelligent OCR: Automatic extraction of data from your scanned invoices, statements and accounting documents, with consistency checks.
Pre-entry & reconciliation: Preparing entries and helping with reconciliation, with approval from your teams.
Management reports: Generating first drafts of custom reports and financial summaries, from your own data.
Client responses: Assistants that prepare answers to clients' recurring questions, approved by your staff.
Regulatory watch: Automated tracking of the tax and accounting changes relevant to your client portfolio.
Filing and archiving documents: Automatic sorting of documents received, applying your naming rules and flagging missing documents before closing.
Follow-ups and deadline tracking: Identifying pending documents or payments and preparing graduated follow-ups, approved before they go out.
Architecture that fits: The architecture can be local, hybrid or cloud depending on your constraints, the data processed and the services chosen.

What bounds the agent

A firm agent approves nothing.

Two tables, and they read together: what the agent is allowed to do before it starts, and what it did once it has finished.

Before — what is allowed

Each tool in the firm gets the rights the task needs, and not one more.

Example permissions granted to an agent, tool by tool.
Production software	Upload space	Messaging
allowed : read an account	allowed : read documents	allowed : read
allowed : prepare an entry	allowed : file and rename	allowed : prepare a follow-up
denied : close a period	denied : delete	denied : send on its own

Example. The actual split is decided during framing, tool by tool, and access can be revoked.

After — what it did

Every document touched can be traced back, to the second.

08:02:11upload detected · 12 documents
08:02:14documents read and named
08:02:193 duplicates set aside
08:02:211 document without a matching order
08:02:21discrepancy flagged to the associate
awaiting a human decision

An example. The agent entered nothing: the reconciliation was inconclusive, and a pre-entry does not go out until someone has decided.

Your first agent

Where a firm would start

A first scope is chosen small: one task, its data, a measurement after thirty days.

first project · document collectionExample

Collecting and filing the documents of a pilot portfolio

What the agent covers

vérifié : Reading the documents submitted
vérifié : Naming according to your rules
vérifié : Duplicates set aside
vérifié : List of missing documents
exclu : Entry and approval

What it needs from you

your naming rules
one month of real documents
three to five pilot files

What stays with you

approving every entry
the relationship with the client
review and signature

What we look at after thirty days: the share of files complete as of a given date, and how much time chasing still takes.

estimate · documents per monthYour figures

Documents received per month

documents / month

Average time to process one document

minutes

Time consumed today

≈ 26 h 40per month

This total is yours: it only comes from the two figures alongside. Only part of this time can be automated — we look at the volume, how stable the process is, the exceptions and the data available before saying so.

Get this process reviewed

How a project runs

Four steps, from framing to measurement

We move in stages, to check the value before investing in a rollout.

01
Frame
- The tasks to support, the tools involved, your clients' data and the approval rules. You leave with an explicit scope and explicit success criteria.
02
Test
- A first assistant on the chosen case, on real data and within a bounded pilot. You adjust its behaviour with us.
03
Deploy
- Integration with your production tools, the controls, the documented data flows and the supervision agreed during framing.
04
Measure
- The gap against the success criteria, reviewed with your team. You decide on scope extensions, one step at a time.

Frequently asked questions

Data entry, data and rollout

Straight answers on what AI can do inside an accounting firm — and on what it should not do.

Can AI do the bookkeeping entry in our place?: It prepares the entry: reading documents, extracting data, detecting inconsistencies and preliminary reconciliation. Final approval stays with your staff, which keeps control and the quality you expect.
Is this use case really worth automating?: Not always, and we say so when it is not. We check the volume, the time it consumes, how stable the process is, how many exceptions it has and what data exists before proposing an agent. A rare or unstable task, or one full of special cases, costs more to automate than to do.
Where is our clients' data hosted?: Depending on your constraints and how sensitive the data is, the architecture can be local, hybrid or cloud. The choice is made during framing and every data flow is documented: no transfer is implicit.
Does AI replace the accountant?: No. It takes on repetitive, documented steps such as collection, sorting and preparation. Advice, analysis and signature stay the accountant's own responsibility.
Can we test it on a small client portfolio first?: Yes, and that is what we recommend. A pilot bounded to one or two processes and a small number of clients lets you check the real value before extending it to the whole firm.
Do we need to know how to code to use these systems?: No. Our approach is no-code: the systems are configured by our teams and your staff interact with them through simple interfaces. A short training session is enough to pick up the control points.

Let's talk about your firm's processes

Let's talk about your processes. Together we assess which ones could be automated.

Book a call

To go further

Other formats complement this offer, depending on where you're starting from.

Automate the prep work. Keep the expertise.

Inside the firm's chain, never beside it

What it changes, role by role

Named the way you name them

Collecting the month's documents

Preparing entries and controls

Preparing a closing

The other tasks we keep seeing

A firm agent approves nothing.

Before — what is allowed

After — what it did

Where a firm would start

Four steps, from framing to measurement

Frame

Test

Deploy

Measure

Data entry, data and rollout

Let's talk about your firm's processes

To go further

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