Challenge
Accountants spent their highest-value hours keying in receipts, reconciling statements, and reconstructing timesheets — work that didn't bill but quietly ate the day, and turned every GST and audit deadline into overtime.
20+
Bank statements, receipts, and timesheets all ran on manual data entry across disconnected tools. We automated the predictable steps and added AI agents for the judgment work, so the firm bills more of the hours it actually works — especially through filing season.
Saved per accountant / week
Faster document processing
Lost billable time
Time to launch
Accountants spent their highest-value hours keying in receipts, reconciling statements, and reconstructing timesheets — work that didn't bill but quietly ate the day, and turned every GST and audit deadline into overtime.
We mapped where time leaked between their accounting and document tools, automated the predictable steps — data extraction, reconciliations, time capture — and built AI agents for the parts that genuinely need a professional's judgment.
A document agent pulls figures from invoices, receipts, and bank statements into their books, a drafting assistant produces first-pass tax computations and audit notes for review, and a billing agent captures time as work happens — all connected to the tools they already use, with an accountant signing off on every output.
Each accountant got back more than 20 hours a week, document processing ran three times faster, and almost none of their billable time slipped through the cracks — the firm absorbed filing-season load without a single new hire.
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