Save 15+ Hours Per Week with AI Automation
Automate financial reports, client inquiries, and data entry. Free your team for advisory work that grows revenue. Trusted by Canadian CPAs.
What Challenges Do Accounting Firms Face?
Common bottlenecks AI can solve
Constant Client Interruptions
Staff spend hours daily answering the same questions about deadlines, document status, and account balances.
Manual Report Generation
Creating client-ready financial reports involves hours of data pulling, formatting, and writing commentary.
Endless Data Entry
Bookkeepers spend 60%+ of time on manual data entry from receipts, invoices, and bank statements.
How Can AI Help Your Accounting Firm?
Solutions built for accounting workflows
Automated Financial Reporting
Generate client reports, variance analyses, and financial summaries automatically from your accounting software.
- ✓Reports in minutes, not hours
- ✓Consistent formatting
- ✓Auto-populated commentary
Client Support Chatbot
AI assistant handles routine client questions about deadlines, document requests, and account status 24/7.
- ✓67% reduction in support time
- ✓24/7 availability
- ✓Instant responses
Smart Data Entry
AI extracts and categorizes data from receipts, invoices, and bank statements automatically.
- ✓90% faster data entry
- ✓Reduced errors
- ✓Auto-categorization
Tax Prep Assistant
Custom GPT trained on Canadian tax law to assist with research, document organization, and client communications.
- ✓Faster T2/T1 prep
- ✓CRA guideline lookups
- ✓Client letter drafting
AI Agent Templates for Accounting
Deploy pre-configured AI agents customized for accounting workflows. Choose a template, we customize it for your business.
Email Responder
Draft personalized email replies in seconds
- ✓Brand voice matching
- ✓Knowledge base integration
- ✓One-click approval workflow
Pre-Meeting Brief
Walk into every meeting fully prepared
- ✓Prospect research
- ✓CRM history summary
- ✓Talking point generation
Risk Identifier
Surface compliance and financial risks proactively
- ✓Regulatory scanning
- ✓Anomaly detection
- ✓Risk scoring
Client Profile Generator
Build comprehensive client profiles automatically
- ✓Data aggregation
- ✓Risk assessment
- ✓Relationship mapping
Document Processor
Extract and organize data from any document
- ✓OCR + AI extraction
- ✓Data validation
- ✓System routing
Research Assistant
Accelerate research with AI-powered analysis
- ✓Multi-source search
- ✓Document summarization
- ✓Citation management
Vancouver CPA Firm Cuts Support Costs by 67%
A 12-person accounting firm implemented our AI chatbot for client support. Within 4 weeks, they reduced time spent on routine inquiries by 67% and improved client satisfaction scores.
Read the full case study →Frequently Asked Questions
Can AI handle sensitive financial data securely?
Yes. We use enterprise-grade encryption, SOC 2 compliant processes, and PIPEDA-compliant data handling. Financial data is processed securely and never used for AI training.
Will AI replace my accounting staff?
No. AI handles repetitive tasks like data entry, report generation, and routine client inquiries-freeing your team to focus on advisory services, complex analysis, and client relationships that drive revenue.
How does AI integrate with accounting software like QuickBooks or Xero?
We build custom integrations with all major accounting platforms including QuickBooks, Xero, Sage, and FreshBooks. Data flows automatically between systems, eliminating manual exports and imports.
Free Tools for Accounting Firms
GST/HST Calculator
Calculate GST/HST for any Canadian province or territory instantly
Salary Calculator
Calculate net pay, deductions, and employer costs for Canadian employees
Invoice Generator
Create professional invoices with GST/HST included
SaaS Cost Calculator
Calculate your total SaaS spend and find savings
ChatGPT Cost Calculator
Find the right ChatGPT plan for your team
AI ROI Calculator
Measure your return on AI investment
Ready to Free Up Your Team?
Book a free consultation to see how AI can transform your firm's productivity
Schedule Free Consultation