Accounting workflow automation for firms that spend the month chasing.

Accounting workflow automation is software that moves work and data between an accounting firm's systems, staff and clients without manual chasing. Typical examples are document requests with automatic reminders, close checklists generated each month, bills routed for approval, and new client details synced between practice management and the ledger. Reading receipts and coding transactions is a separate job for AI; workflow automation handles the handoffs around it.

The workflow tasks that automate well are client document collection, month-end close checklists, AP approval routing, engagement letters and onboarding, and keeping client data in step between practice management and QuickBooks or Xero. AI automation for bookkeeping, such as reading receipts and suggesting transaction codes, sits alongside these workflows with a bookkeeper approving each entry. Review, judgement calls and client advice stay with your staff.

Usually, yes. QuickBooks Online and Xero both have public APIs, so we can read and write the records a workflow needs within what your subscription allows. QuickBooks Desktop is more limited: access goes through local connectors or file exports, which narrows what can run automatically. For Karbon, Canopy and TaxDome we check API access and plan tier during scoping, and tell you before quoting if a connection is limited.

It depends on how many workflows are in scope, whether your practice management and ledger systems have usable APIs, and how many clients run through them each month. The AI audit is free and ends with a scoped estimate. Builds are fixed-price against that scope, and ongoing support is a flat monthly fee covering hosting, monitoring, model and API costs, fixes and improvement. We do not bill hourly. Our pricing page explains what moves the number.

It can handle the coordination around them. For close, it generates each client's checklist, assigns tasks, waits on missing documents and flags closes that fall behind. For AP, it routes bills to approvers and records approvals. For AR, it sends invoice reminders in wording your firm approves. Reconciliations, adjusting entries and payment releases stay with your staff, and a reviewer signs off before financials go to the client.

Return comes from staff hours no longer spent chasing documents and updating checklists, closes that reach review sooner, and fewer errors from retyping client details. How much depends on your client count and how manual the current process is. The free audit measures your current process first, so any estimate uses your numbers rather than an industry average.

Most builds go live in two to three weeks from a defined scope. Firms on QuickBooks Desktop, or on a practice management plan without API access, can take longer, which is why we scope before we quote. We usually start with one workflow, such as document collection or close checklists, run it through a month-end cycle, and then add the next.

No. It takes over the chasing, checklist tracking and retyping, so bookkeepers and accountants spend more of the month on review, exceptions and client conversations. Reviewers still sign off on every close, and the people who know each client still make the judgement calls. Your firm decides which tasks are automated and which stay manual.

It can be, and ours is built for it. We work in your firm's cloud environment where possible, give each workflow least-privilege access to the client files and ledgers it needs, encrypt data in transit and at rest, log every automated action and never train models on client data. Your firm keeps the source code. Obligations to your clients, including any written information security plan your firm maintains, stay with the firm, and we document how the system handles data so you can check it fits.