AI assistant for accounting firms
Processes incoming requests and routes them without human involvement.
Common problems
- Unanswered calls and messages
- Overloaded administrators
- Lost requests outside business hours
- No statistics on inquiries
What the AI employee does
Document receiver
Collects primary documents from clients, verifies completeness, sorts, and forwards to accounting systems.
Compliance checker
Verifies forms, requisites, VAT, and document errors; flags issues for the accountant.
Client coordinator
Answers typical client questions: reporting deadlines, statuses, tax authority inquiries.
Reporting assistant
Prepares report drafts, summaries, deadline reminders, and management extracts.
Results and observations
- Stable 24/7 incoming request processing
- Less manual work
- Predictable response quality
- Clear performance metrics
Why this is a product, not custom work
- One logic for the entire industry
- Repeatable scenarios
- Fast deployment
- Clear economics and scaling