Accountants & Bookkeepers
We build custom AI-powered document automation solutions that transform accounting practices. From client intake to financial reporting, we can create intelligent systems tailored to your specific workflows - including automated bookkeeping, expense tracking, back-office management, and secure client portals.
Custom Solutions We Can Build
We build end-to-end document automation solutions tailored to your specific business needs
Practice Management
Centralized client lifecycle management with automated onboarding, expense distribution, and billing automation.
- Automated client onboarding workflows
- Smart expense categorization and distribution
- Integrated billing and invoicing
- Multi-client management dashboard
Client Document Portals
Custom-branded portals enabling secure document capture and AI-powered data extraction without coding.
- White-label branded portals
- Drag-and-drop document upload
- Real-time OCR processing
- Secure client access controls
DIY with APIs
Direct API integration into your existing systems for complete control over user experience and data flow.
- RESTful API integration
- Webhook support for real-time updates
- Flexible data extraction models
- Custom field mapping
Ready to automate your document workflows?
Contact us to discuss your specific requirements. We'll work with you to build a custom end-to-end document automation solution that fits your business perfectly.
Contact usKey Benefits
Transform your operations with intelligent document automation
Accelerate Month-End Close
Automated extraction from receipts and invoices enables faster closing and deduction maximization. Reduce manual data entry by 95% and close books in hours, not days.
Scale Advisory Services
Client-facing expense management apps allow you to focus on strategic advisory work. Transform from bookkeeper to trusted advisor while serving more clients.
Multi-Client Operations
Centralized management with seamless accounting software integration. Manage multiple client accounts from a single dashboard with automated reconciliation.
Automate Reconciliation
Bank and credit card connectivity enabling automatic transaction-to-receipt matching. Eliminate reconciliation headaches with AI-powered matching algorithms.
DIY Using Our Industry-Leading OCR APIs
Prefer to build it yourself? Integrate our powerful OCR APIs directly into your applications and experience exceptional accuracy, speed, affordability and customisation for any document parsing
Bank Statements OCR
Extract transaction histories, account balances, and payment details for loan underwriting and financial analysis.
Learn moreInvoices OCR
Process vendor invoices with exceptional accuracy. Extract line items, totals, and payment terms automatically.
Learn moreReceipts OCR
Smart parsing for any receipt format. Extract merchant details, line items, taxes, and totals for expense management.
Learn moreW-2s OCR
Simplify tax season with automated W-2 processing. Capture wages, withholdings, and employer information instantly.
Learn moreForm 1099 OCR
Automate 1099 processing for all variants. Extract income amounts, tax withholdings, and payer details.
Learn moreW-9s OCR
Accelerate vendor onboarding with instant W-9 data extraction. Capture TIN and business classifications automatically.
Learn more