Document copilot
Recognises the document type, the counterparty, the amount and the period.
What it never does on its own
Never posts an entry on its own. It prepares it for approval.
– ACCOUNTING OFFICES
Client portal for accounting offices
Chasing documents eats the most time, not the bookkeeping itself.
Who sent what, and what is still missing to close the month, is a question that comes back daily. After the rollout the office sees it live, and the client delivers documents straight into place.
What eats time today
- The client brings documents in a carrier bag on the last day of the deadline.
- There is no record of what was already delivered, so the question comes back every month.
- Invoices arrive through three channels at once: email, paper and a phone photo.
What we build
Order first, AI later. This is a rollout done in stages, not a list of features to buy at once.
- What is missing to close the month is visible as it happens
- The client submits through one channel instead of three at once
- A document lands in its place straight away, with no reshuffling
- The client sees their own list of gaps and stops asking
- Filing status is visible without calling the office
Where AI comes in
AI takes on the most tedious, repetitive work around documents, leaving the decision and the control with the accountant.
Missing items guard
Shows what is missing for which client and how many days remain.
What it never does on its own
Does not send reminders without approval, unless that automation was switched on deliberately.
Team workload forecast
Shows team workload during the filing peak.
What it never does on its own
Does not assign work automatically.
What this replaces
- a carrier bag of documents on the last day
- emails with attachments and invoice photos from a messaging app
- a manually maintained spreadsheet of missing items
- a phone call asking whether the filing went out
Result
Deadlines look after themselves. Documents arrive across the month rather than on the last day, and the list of gaps is always current.
What the company gains
- Closing the month stops being a race in the final days
- The office takes on another client without hiring another person
- The accountant does accounting rather than chasing paperwork
- An inspection finds the documentation ready, with nothing to reconstruct
Public funding
National Training Fund up to 80%, PARP and BUR up to 70%
A rollout and team training usually qualify for public funding. We help with the application paperwork, but the awarding body decides.
Let us map your process
We start with process mapping. After it you know what to build and in what order, and you decide whether we continue.
Let us map your process →