Document collection, reminders, reconciliations, VAT preparation, deadline tracking, e-invoicing, client questions. An AI employee does the production work of your team, on your own software.
Missing documents, deadlines, appointments: your AI employee takes the firm's calls.
An example of what it handles in one day, while your team does review and advisory work.
Overnight transactions imported for 120 files, 82% matched automatically.
386 documents collected: emails, invoicing platform, client photos.
41 clients reminded 10 days before their VAT deadline.
28 VAT returns prepared, ready for the accountant's review.
19 client questions handled: expenses, receipts, e-invoicing.
Files up to date, missing documents, this week's deadlines.
It starts from the entries and documents, checks rates and gaps, and prepares the return. The accountant reviews and files.
It logs in with your access, exactly like a staff member. No migration, nothing to install, and it also learns the tools specific to your business.
Names are given as examples of platforms it can work on. They are trademarks of their owners.
What your AI employee actually does, on which tools, and the mistakes it avoids. Pick a procedure.
client by client, month by month
10 days before, 3 days before, then on the day
photo, email, upload
by client and period
with what is still missing
Complete files without chasing clients
clients' bank feeds
to the documents received
amount, date, label
one clear list, not ten emails
personal spend, unusual amount
Accounts reconciled every month, not at year end
monthly, quarterly or annual
output VAT, input VAT, credits
with points to check
with the payment
in the client's folder
VAT filed on time, checked before it goes
approved platform chosen, accounts open
straight from the platform
and payments
clients due on September 1, 2027
with what they need to do
The whole client base ready for e-invoicing
hours, absences, bonuses, starters
before payroll date
employee by employee
sick leave, leaver, termination
and the error reports
Payroll on time, without last-minute chasing
stock, work in progress, loans, cash
and notes what is missing
accounts to support, gaps
grouped, sent once
the ones that matter
Year ends ready to review, not to rebuild
by regime and date
from the approved accounts
you sign, it files
and follows rejections
in the client's folder
Returns filed on time, rejections followed
VAT, tax instalments, local taxes, payroll
amount and debit date
payments made, notices received
penalty, formal notice
every Monday
No deadline missed, for any client
director, articles, registration
anti-money-laundering duties
scope, fees, term
and follows up if needed
access, bank, software
Clients onboarded properly, compliant from day one
from the engagement letters
that you approved
and sets up direct debits
gradually and politely
repeated late payment
Fees billed and collected, without thinking about it
It matches every bank movement with its invoice or receipt, and lists what is missing, client by client.
By team member: files up to date, waiting for documents, late on the deadline.
| Team member | Up to date | Documents | Late | Total | |
|---|---|---|---|---|---|
| Claire | 34 | 6 | 1 | 41 | |
| Julien | 29 | 9 | 2 | 40 | |
| Sonia | 41 | 4 | · | 45 | |
| Mehdi | 22 | 7 | 1 | 30 | |
| Total | 126 | 26 | 4 | 156 |
Every message goes out in the firm's name, after your approval, by email or WhatsApp.
Your estimate, with your own numbers. No promise, just the arithmetic.
Files × minutes ÷ 60. Your team keeps review and advice.
Your production software, Cegid, ACD, MEG or Pennylane for example, your collection tools such as Dext, jedeclare and the professional tax portal.
No. It does collection, reminders, reconciliation and preparation. Your team keeps review, signature and advice.
Yes: it checks they can receive e-invoices since 1 September 2026, prepares their move to issuing for 2027 and answers their everyday questions.
On a server dedicated to your business, in Europe or the US. Never shared with other customers, never used to train models.
A few days. You show it your procedures once; it writes its own operating notes and keeps them.
WhatsApp, Telegram, email or the web app: a photo, a voice note or a simple message is enough.
Start with the free trial, or see it on a real case in a 30-minute demo.
Start free trial See it on a real case