AI agents for finance and accounting firms that are done chasing documents
AI agents collect client documents with polite persistent reminders, run onboarding from engagement letter to portal setup on their own, and answer fee and deadline questions 24/7, so your team closes the books instead of chasing them. Built on QuickBooks or Xero, with human review before anything posts.
Where billable hours quietly leak away
Document chasing, onboarding email ping pong, and tax season repeat questions. All three are automatable without touching the judgment work.
Document chasing eats the month
Month end close stalls because three clients still owe bank statements. Your bookkeepers send the same reminder for the third time while reconciliation waits and the deadline does not.
Onboarding takes weeks of ping pong
Engagement letter out, signed copy back, portal invite, checklist, missing IDs, another email. A new client who was excited to switch spends their first three weeks in your inbox.
Tax season buries the team in repeats
What do you charge, when is my filing due, did you get my documents, when will my return be ready. The same ten questions arrive hundreds of times, right when capacity matters most.
The admin runs itself, your team reviews and signs off
One connected system that collects documents, onboards clients, answers routine questions, and drafts ledger entries, with your people approving every posting.
Document collection that never gives up politely
Each client gets a clear list of what is outstanding and a simple upload link. Reminders in your tone go out on a sensible rhythm, name the exact missing items, and stop the second the upload lands. Your close stops waiting on your inbox.
Onboarding workflows that run themselves
A signed engagement letter triggers the whole sequence: portal setup, welcome pack, document checklist, ledger access requests, and internal task creation. The client feels looked after and nobody on your team typed a thing.
An enquiry agent on duty 24/7
Fee questions, filing deadlines, document status, appointment booking: answered accurately on your website and email at any hour, from your own price list and calendar. Anything unusual routes straight to a human with full context.
Data extraction with human review
Receipts, invoices, and bank statements get read automatically and land in QuickBooks or Xero as draft entries coded to your chart of accounts. A bookkeeper approves before anything posts, so speed never costs you accuracy.
What the system delivers after go live
Live in your practice in two to four weeks
Free workflow audit
We map how documents, onboarding, and client questions actually flow through your firm and where hours disappear. You keep the written roadmap whether you hire us or not.
Fixed price blueprint
One number for the exact system: which workflows we automate, how reminders sound, where human review sits. No hourly billing.
Build and test on real client work
We build inside accounts your firm owns and test against live document requests and enquiries until the tone and the coding feel like your team wrote them.
Handover and support
Documentation for every workflow plus 30 days of support. Your firm owns the system outright.
Your ledger, your accounts, your controls
We build on QuickBooks, Xero, and the portal you already run, keep client data in accounts you control, and put human review in front of every posting.
No software migration
The agents work with the ledger and practice tools you already pay for. Extracted data lands as draft entries in QuickBooks or Xero, and your existing workflows keep their shape.
Client data stays under your control
Every workflow runs in accounts registered to your firm, with encrypted connections and the access controls you set. We never take custody of client financial data, and you can revoke our access after handover.
Human review before anything posts
Automation drafts, your team approves. Nothing reaches the books, a client, or a filing without a person at your firm signing off, so professional responsibility stays exactly where it belongs.
Proof before final payment
You watch real documents get chased, collected, and coded before you settle the invoice.
The same chasing problem, a different industry
A 12 agent brokerage came to us drowning in the pattern every accounting firm knows: enquiries waiting hours for a reply and follow up that died after one attempt. We automated the first response and the persistent follow up. Different industry, identical mechanics to document chasing.
Built on the tools your firm already knows
QuickBooks and Xero on the ledger side; n8n, Make, or Zapier moving the data; Google Workspace, Slack, and Calendly around your team's day. Your stack decides the tools, not the other way around.
Accounting automation, answered directly
What are AI agents for finance and accounting?
Software assistants that handle the repetitive client work around your practice: collecting documents with polite persistent reminders, running onboarding checklists, answering fee and deadline questions 24/7, and extracting data from receipts and statements into your ledger. Your team reviews everything before it posts, so the agents do the chasing and the typing while your accountants do the accounting.
Is client financial data safe with automation?
Every workflow runs inside accounts your firm controls, not ours. Documents move over encrypted connections, access follows the same role based controls you set today, and nothing posts to the books without a human on your team approving it. We never take custody of client data, and you can revoke our access the day the build is done.
Can it chase clients for documents without being rude?
Yes, and that is the point. The reminders use your wording and your tone, space themselves out sensibly, reference exactly which documents are still missing, and stop the moment the client uploads. Persistent beats pushy: clients get a clear list and an easy upload link instead of a frustrated email from a partner in week three.
What does accounting automation cost?
A complete system typically lands between $1,000 and $5,000 to build plus $50 to $300 in monthly platform fees. Most firms cover that with the admin hours saved in the first month end close. You get a fixed quote after a free audit of your client workflows, and there is no hourly billing.
Does it work with QuickBooks and Xero?
Yes. Both have solid APIs, so extracted data from receipts, invoices, and bank statements lands in the right accounts as draft entries for your review. We build on the ledger you already run rather than replacing it, and the same applies to your practice management and portal tools if they expose an API or exports.
How many hours did last month's close lose to chasing documents?
Book Your Free Automation AuditWe map your client workflows and hand you the roadmap. 30 minutes, zero obligation.
Request your free workflow audit
Tell us where your client work stalls, from onboarding to month end close. An automated confirmation reaches you in seconds; a human replies within business hours.
Direct lines
- Email: info@innovariatech.space
- Phone: +1 601 860 1258 · WhatsApp
- Or use the full contact page.
Related reading
See how these systems perform in the field, read how accounting firms cut client onboarding from weeks to days, and browse the latest automation guides on our blog.
Built from these capabilities
Workflow automation
Onboarding, document collection, and close checklists that run themselves end to end.
See workflow automation →Email automation
Polite persistent reminder sequences that stop the moment the client responds.
See email automation →Generative AI development
Data extraction from receipts and statements into draft ledger entries, built for review.
See generative AI development →Other industries: Legal · Real Estate · Ecommerce