FREVENDDiscuss your task

AI for accounting firms

Missing documents, the same client questions over and over, and files spread across five systems. We build the firm's workflows around the packages you already use, with the accountant as the final authority.

Discuss your task

You email us the task, we suggest two time slots. 30 minutes, free. [email protected]

AI for accounting firms
Example
In

Quarter-end close for 140 client files

Out
  1. Per client: list of missing documents
  2. Reminder email ready in the client's language
  3. Client questions answered from your internal guidelines, with the source
  4. Overview for the file manager

Works with

  • Silverfin
  • Clearfacts
  • Adsolut
  • Yuki
  • Octopus
  • Exact Online
  • Horus
  • WinBooks

Where a person decides

  • Tax judgements and filings stay with the accountant.
  • Every email to a client is checked before it is sent.

How a pilot works

  1. 1

    Call

    30 minutes, free. You show us one task that takes time.

    → A task worth automating

  2. 2

    Workshop

    With your team we pick the task where AI pays off first. You get a plan and a fixed price.

    → Plan and fixed price

  3. 3

    Pilot

    A few weeks on your own documents, with a version your colleagues actually use. We time the task before and after.

    → Numbers to decide on

  4. 4

    Rollout

    Connections, security and training. Code, prompts and data stay yours. You can stop after the pilot.

    → In daily use

Questions

Which packages?

Silverfin, Clearfacts, Adsolut, Yuki, Octopus, Exact Online, Horus and WinBooks. For each one we check what works through an API and what through an export.

Isn't this the same as booking suggestions?

No. Many packages already do that. We focus on the work around it: follow-up, communication and preparation.

Other areas