500 Clients. Same Team.
A mid-size accounting firm with 500+ clients was hitting a wall every tax season. Staff burnout, missed deadlines, and manual data entry consuming 70% of junior staff time. They needed to double capacity without doubling headcount.
70% Less Manual Entry. Zero Missed Deadlines.
The Problem: 12 junior accountants spending 70% of their time on data entry, bank reconciliation, and document collection. Tax season meant 80-hour weeks for 3 months straight. Client onboarding took 2-3 weeks. 15% of filings required extensions due to missing documents.
What We Built: An AI platform that auto-categorizes bank transactions, extracts data from receipts and invoices, reconciles accounts in real-time, and flags anomalies. Automated client document collection with smart reminders. Tax return pre-population from historical and current-year data with built-in compliance checks.
The Outcome: Manual data entry reduced 70%. Tax season overtime cut in half. Extensions: 15% → 1.2%. Client onboarding: 2-3 weeks → 3 days. Firm took on 180 new clients with zero new hires. Annual efficiency savings: $620K.
Top 5 AI Use Cases for Accounting Firms
Automated Bookkeeping
AI that categorizes transactions, reconciles bank feeds, and maintains clean books in real-time. Catches duplicates, miscategorizations, and anomalies before they become problems.
Tax Preparation & Filing
Pre-populated returns from client data with built-in compliance checks. AI flags deductions, credits, and potential audit risks. Review-ready returns in hours, not days.
Invoice & Receipt Processing
AI extraction from invoices, receipts, and statements. Auto-matches to GL accounts. Handles handwritten receipts, multi-currency, and multi-format documents with 97%+ accuracy.
Financial Reporting
Automated P&L, balance sheets, cash flow statements, and custom reports. AI-generated insights highlight trends, anomalies, and actionable recommendations for your clients.
Client Onboarding
Automated document collection, engagement letter generation, and system setup. Smart reminders chase missing documents. Turn a 3-week process into 3 days.
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