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Accounting industry

AI operations for accounting firms

Chase client documents, file invoices and receipts, answer the routine status questions and prepare monthly report drafts. Your accountants keep the advice, the categorisation calls, every return and every signature.

Start with the $49 auditSee AI Operations

Each price below is the starting price for one system. Tax advice, returns and sign-off stay with the firm.

Accounting operating stack
4 systemsfrom the document chase to the monthly report draft
Document chase
onboarding
Receipts and invoices
AI bookkeeping
Client questions
support agent
Monthly reports
reporting

The page connects current AIGROW offers. It does not assume that every team needs the complete stack.

An accounting, bookkeeping or tax practice can hand AI agents the rule-based work around its clients: chasing documents, filing receipts and invoices, sorting routine questions and drafting monthly reports. AIGROW builds each system at a published starting price and can run it as an AI Operations function. Advice, returns and signatures stay with your accountants.

4 systems, each with its own scope

The prices below come from the current offer pages. They are starting prices for individual systems, not a quote for the complete workflow.

Compare every ready solution
Onboarding AutomationSend each client the approved document request list, remind them before the dates you set and show which items are still missing. Staff set the list and the deadlines and decide when a client needs a call. One-time deployment with delivered source and 30 days of production support.From $190Live in 5 to 7 days
AI BookkeepingRead invoices and receipts from the shared inbox, file them against the right supplier, match transactions and chase missing receipts. The accountant decides every unclear categorisation and signs off the accounts. to build, then $149 a month to run. Your accountant keeps the sign-off.From $390Live in 10 to 14 days
Support AgentSort client emails and draft replies to routine questions, such as what is still outstanding, from answers the firm approved. Any question that needs tax or accounting advice goes to a person. One-time deployment with delivered source and 30 days of production support.From $290Live in 7 to 10 days
Reporting PipelinePrepare the monthly management report draft from the ledger and the other sources in scope. The accountant checks the figures, writes the commentary and sends it. One-time deployment with delivered source and 30 days of production support.From $190Live in 5 to 7 days

One client month, from missing receipts to the reviewed report

Hypothetical workflow. It shows how the four published systems could work together at a small practice. It is not a client deployment or a claim about results.

The document request listThe onboarding workflow sends each client the approved list, reminds them before the date you set and shows what is still missing.Staff set the list and the dateshuman owner
Invoices and receiptsAI Bookkeeping reads them from the shared inbox, files them against the right supplier and flags anything it is unsure how to categorise.The accountant decides unclear itemshuman owner
Client emailsThe support agent sorts routine questions, such as what is still outstanding, and drafts replies from answers the firm approved.Advice questions go to a personhuman owner
The monthly reportThe reporting pipeline pulls the agreed figures from the ledger and prepares a draft report for review.The accountant signs off and sendshuman owner

Match the bottleneck to the smallest useful system

A workflow belongs in scope only when its inputs, rules, owner and acceptance check can be written down.

Current bottleneckPublished systemWhat stays human
Clients send documents late or in piecesOnboarding AutomationThe request list and the deadlines
Receipts and invoices pile up in the inboxAI BookkeepingCategorisation calls and sign-off
Staff answer the same status questionsSupport AgentAny tax or accounting advice
Monthly reports are rebuilt by handReporting PipelineReview, commentary and sending

AI Search Visibility remains a separate service

These industry workflows cover operations. The visibility audit measures how configured assistants describe the business and is scoped and priced separately.

Review the related visibility audit

Before automating Accounting work

Scope boundaries, current tools, human approval and how to start with one system.

No. It collects, files, sorts and drafts. Tax and accounting advice, every return, every filing and every signature stay with your staff. A question that needs advice goes to a person with the client history attached.

The bookkeeping work reads and writes where the ledger already is, such as Xero, QuickBooks or Sage, plus email and the spreadsheets still in use. AIGROW checks every practice management and client portal connector before the scope is approved. A missing one can change the price or timeline.

Each system gets access only to the inboxes, folders and ledgers in scope. The written scope names which client data it reads, where it is stored and which outside services, such as the model provider, process it. AI Bookkeeping writes every action to an audit trail your accountants can follow.

No. Start with the queue that takes the most staff time, often the document chase. Each system has its own scope, starting price and delivery window, shown above.

Yes. The same work can run as an AI Operations function on a monthly plan. AIGROW hosts the agents, keeps the review queue and the action logs and sends a weekly report, while your staff handle every exception. The AI Audit is the first paid step: it maps which tasks agents can take and what that work costs today.

Start with the document chase.

Book the AI Audit to see which client work agents can take at your firm, or describe the workflow now. AI Operations can then run what is built, with your staff reviewing every exception.

Start with the $49 auditSee AI Operations

Starting prices shown · written scope · human controls named