Document chaser
Reminds clients what is missing, collects files and puts them in the right folder.
Industries / Accounting and bookkeeping
AI agents for accounting and bookkeeping
Accounting and bookkeeping: answer faster, follow up every time.
Most of the month goes to chasing clients for receipts, coding transactions and answering the same questions by email.
The problem
What slows you down today
- Clients send documents late, or not at all.
- Coding transactions and matching receipts is slow and manual.
- Overdue invoices need polite but firm follow-up.
- Tax season floods the inbox with repeat questions.
What we would build
Agents for accounting and bookkeeping
Pick one to start, or combine them into an AI Team. Each one is set up for your tools and your rules.
Bookkeeping prep agent
Reads receipts and bills, suggests coding and flags anything unusual for review.
Invoice chaser
Follows up on unpaid invoices on a schedule and logs every reply.
Client inbox assistant
Answers routine questions about deadlines and status, and routes the rest.
Sample workflow
How one agent handles it
A simple example. The real version is set up around your hours, tools and rules.
Trigger
Month-end is 5 days away and 12 clients haven't sent statements.
Agent
Sends each client a short, personal reminder.
Action
Collects files and saves them to the right client folder.
Handoff
Bookkeeper gets a ready-to-work list.
Examples from the industry
What others are already doing
These are examples from the industry: public customer stories published by other companies. They are not our work and we are not affiliated with these vendors. Figures are as stated by each source; follow the link to read the details.
Vendor customer story by Briefcase
Connolly Accountants replaced manual processing with AI agents
The source says processing time went from 60 seconds to 15 seconds per invoice.
Read the story on Briefcase (opens in a new tab) ↗Vendor customer story by Truewind
Lavoie CPA took a full client close down to under an hour
The source quotes a full monthly close done in about 30 to 45 minutes for one client.
Read the story on Truewind (opens in a new tab) ↗Vendor customer story by Briefcase
Wilson Partners: a UK firm scaling bookkeeping with AI
Read the story on Briefcase (opens in a new tab) ↗See what an agent could do for your accounting business.
Book a free 20-minute automation audit. We look at how your business runs today and point out 3 tasks an agent could handle. No obligation.