Accounting firms & fiduciaries · Document & Inbox AI
AI document automation for accounting firms: your clients' documents structured before they are even opened.
For firms that receive client documents by email, portal and paper, in every format, and whose teams spend their time sorting and retyping.
What happens today
- Client documents arrive by email, portal, WhatsApp and scanned paper.
- Sorting by client and by type is manual.
- Data entry and reconciliations consume the closing periods.
- Missing documents are detected late.
The workflow
01 · Inputs
- Client emails and attachments
- Document portal
- Scans
02 · Processing
- Identification of the client and the document type
- Extraction of accounting data
- Reconciliation and consistency checks
- Preparation of entries
03 · Human checks
- Uncertain fields → review
- Validation before posting
- Audit trail
04 · Outputs & actions
- Documents filed by client file
- Entries prepared in your software
- List of missing documents
- Exceptions to handle
What changes
Today
With the system
Manual sorting and data entry.
Automatic filing and extraction; human validation.
Missing documents discovered at closing.
Reminders for missing documents generated early.
Checks at the end of the period.
Continuous checks.
Example
E4Workflow exampleAn invoice received by email is attached to the right client file, extracted, checked and prepared as an entry; a VAT discrepancy sends it for review.
Illustrative example of how the process can work.
What drives the economics of the project
No savings are guaranteed. The variables below are the ones we measure in Discover.
01
Number of client files and documents per month
02
Current sorting and data entry time
03
Share of documents that can be automated without review
04
Accounting software and quality of its API
Any estimate shows its assumptions: current time, fully loaded hourly cost, expected exception rate.
Implementation
- 01
Discover
Extraction test on a sample of real documents, mapping of incoming flows.
- 02
Data & access
Access to email, portal and accounting software.
- 03
Build
Classification, extraction, checks, preparation of entries.
- 04
UAT
Your staff validate on a pilot client file.
- 05
Go-live & RUN
Gradual extension to client files, monitoring.
Security and privacy
Your clients' financial data: regions, providers, logs, backups and retention are documented before production and validated with you, in line with your professional obligations.
Frequently asked questions
Compatible with our accounting software?
If a viable API or structured import exists. Confirmed after assessment.
Does the system post entries on its own?
Not by default. It prepares; the staff member validates.
What about handwritten or poor-quality documents?
They go to human review. The rate is measured in Discover.
How long?
Estimate after Discover.
Let's discuss your intake.
Describe your incoming flows and your software. We'll tell you what can be structured and where review remains necessary.