Automate time Consuming Processes in your accounting practice using AI bots

Automate your time-consuming and error prone accounting processes using our prebuilt AI bots for accounting firms. Whether you serve 10 clients or 10,000 clients, automation lets you streamline processes and bring in better control in the way how your accounting teams’ function.

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Our accounting AI robots can work on multiple accounting software including

QuickBooks online

QuickBooks desktop

Xero

Yardi

How can our prebuilt accounting AI bots help you?

Bookkeeping AI bot

Autofetch documents
Autoconvert documents
AutoMap account heads
Process transactions
Complete reconciliation
Autoposting
Post general ledger entries
Tasks performed on a day to day basis

Automated accounts reconciliation and finance reviews

Perform data validation
Download balances into approved format
Create balancing journal entries
Handle discrepancies
Login to multiple systems and sources
Collect data from multiple systems and sources
Prepare management reports
Financial review

Payroll automation

Maintain attendance records
Add new staff
Remove staff who have quit
Automated data entry from timesheets
Enter pension, commission, travel and similar information
Automated validation and reconciliation of payroll
Prepare check payment for approval
Identify error prior to processing
Review salary
Report statutory tax

Operational accounting and finance AI bots

Download detailed monthly sales data
Calculate commissions
Calculate and process rebate pay-outs
Post details to general ledger
Review pricing and post accurately
Perform validation of data
Create reports for different business users
Create monthly journal entries
Post to accounting systems

Bank and credit card statements

Automate download of bank and credit card statements
Read information from these statements
Classify the transactions accurately
Create balancing journal entries
Handle discrepancies
Create files in appropriate folders
Store the documents in respective folders
Reconcile transactions and balances

Accounts payable AI bot

Data entry of invoices into accounting software
Check invoice discrepancies against purchase order
Enter general ledger codes for each line item
Automate invoice workflow
Automate invoice approvals
Prepare vendor payments list
Supplier setup and maintenance

Accounts receivables AI bot

Processing A/R cash receipts
Credit checks and approvals
Send invoices by email
Send payment notices by email
Customer/client database maintenance
Create reports
Send follow up emails to clients

Email processing AI bot

Schedule and send based on client requirement
Request information from client if required
Verify, follow up and send task completion emails
Validate email addresses
Update the email list if delivery fails
Email analysis and list clean-up
Intelligent email response processing

Custom AI robots for your firm

Gather information from several reports to create custom reports
Do data analysis of accounting information
Client onboarding
Intercompany transfers and reconciliation
Calculate commissions and process rebates
Financial close
Data management
Other custom artificial intelligence robots specific to your requirements

Get prebuilt accounting AI bots implemented quickly and efficiently

As your trusted AI powered robotic automation solutions provider we can design and implement AI/RPA digital workers without having to be a part of your IT infrastructure. Our prebuilt accounting firm AI bots can handle critical accounting functions more accurately and more efficiently - without the need for you to validate or double check.

Accuracy - Right decision or result every time

Productivity - Free up your resources for more value added tasks

Consistency - Less variation in the output

Audit trail - Easy maintenance of logs for compliance

Flexibility - Instant ramp up or ramp down to deal with workload spikes

Throughput - 24/7 continuous operation

Staff retention - Allows staff to focus on more stimulating tasks

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Why accounting firm AI bots?

Hasslefree integration into existing accounting systems

We understand every business is unique, we work towards delivering custom solutions with stringent quality for your accounting practice. Our accounting firm AI bots can be integrated seamlessly with your existing system, so you don't have to worry about the technical aspects of implementing AI bots.

Eliminate employee attrition

Employees may find repetitive tasks monotonous and tedious. They tend to pursue more challenging roles and responsibilities - which may result in high employee attrition rate. An accounting firm AI bot can handle repetitive and manual tasks, accurately helping you reduce your attrition.

Increased productivity

Using AI robots to do manual work saves time. Routine and repetitive accounting tasks need not be a burden for your employee anymore. You can use our robotic automation accounting AI robots in various aspects of your firm and reap quick benefits. Our AI bots reduce the manual processing time and frees up your resources.

Greater compliance

With the changing regulations and policies - data security has become a primary concern and a biggest challenge especially for accounting practices. Accounting automation minimizes the scope of errors or mishandling data by humans.

Minimizes errors, Improves accuracy

Any accounting department works with critical data that, if misreported, can mean significant financial loss for an organization. Data accuracy is one of the greatest benefits of accounting automation. Accounting AI bots follow predefined rules and get the task done much faster. Data is processed more consistently and accurately, giving you the output you always desired.

Improved client service

Automated accounting AI robots/systems help companies improve customer service, gain a competitive advantage and reduce operational costs. Using accounting firm AI bots to automate manual, time-consuming tasks can yield better accuracy, reduce oversight, and lower the need for exception handling and intervention. As a result, your team can assist your clients better.

Book a free demo With our accounting automation experts

Find out how other practices have benefited using our robotic automation solutions. 87% of practices who viewed our bots in action have instantly discovered the advantages of using them at their firm.