Solutions · Accountants

AI for Accountants

Modern accounting firms run on a stack of tools that don't talk to each other. Ai unifies the client side — secure portals, e-sign, recurring billing, AI client communication — so you can focus on the books, not the chase.

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Accounting firms have a double problem: the books themselves (handled in QuickBooks Online, Xero, or specialty software) and everything around them — client onboarding, document collection, e-sign, recurring retainer billing, status updates, and the constant low-grade chase for missing receipts. Most firms run that 'around-the-books' work across 6–10 tools that share nothing.

Ai isn't your bookkeeping software. It's the client-side platform that wraps your bookkeeping software. Secure document portals where clients drop receipts, e-sign engagements with full audit trail, recurring retainers as Stripe subscriptions, AI-drafted client check-ins, and a unified inbox so every email, SMS, and call is on the contact's record. Your bookkeeping stays in QuickBooks; everything else collapses into one workspace.

The AI Assistant is wired into the contact record. Ask it 'when did we last hear from the Smith account?' or 'draft a friendly nudge for clients with outstanding receipts'. Compliance-friendly: every AI action passes a confirmation step before it fires, every change is audit-logged with IP and timestamp.

The day-to-day friction

The patterns we hear most from accountants every week.

Receipt chase

Most accounts come in 30–60% complete at month-end. The dance of follow-up emails, broken Dropbox links, and forwarded photos eats 5–10 hours per accountant per week.

Engagement letter friction

DocuSign at $40/user/month for what should be a 30-second flow. Half the time the client can't find the link, replies asking where to sign, and you re-send.

Recurring retainer admin

Quarterly check-ins, monthly retainers, annual filings — each with its own invoice cadence. Stripe + QuickBooks + spreadsheet to keep it all aligned.

Off-hours client questions

Tax-season inboxes balloon. Clients ask the same 5 questions about portal access, deadlines, and what to send. You either answer at 11pm or lose them to a competitor.

How Ai handles it

Every module is one toggle away. Pick what you need; the rest stays out of your way.

eSign + Documents

Engagement letters signed in 30 seconds via magic link. Self-hosted, no per-doc fees, full audit trail (IP, timestamp, accepted text). Stored on the client record.

Subscriptions + Stripe Connect

Bill retainers monthly or annually. Auto-grant portal access, auto-revoke on cancel. Payouts go straight to your Stripe — we don't sit between you and your money.

AI Assistant

Draft client check-ins, summarize call notes, surface accounts that haven't responded in 14 days. Confirmation flow before anything fires — compliance-clean.

Unified Inbox + Ai Mail

Every client email, SMS, and call threaded on their contact record. Self-hosted Ai Mail keeps client correspondence on your domain, with DKIM/SPF/DMARC auto-configured.

Workflows

Automate the receipt chase: 'no upload by Day 5 of month-end' → SMS + email reminder, 'no response by Day 8' → escalate to partner. 16 node types covering every channel.

Custom Domains + White-Label

Client portal lives on your firm's domain. Logo, colors, font — clients never see our brand. SSL auto-provisioned.

Common questions

Does this replace QuickBooks or Xero?+
No — Ai handles the client-relationship side, not the bookkeeping ledger. Most firms run Ai alongside QuickBooks/Xero. Workflow integration with QuickBooks is on the roadmap (today's API surface is webhook-driven, so a Zapier or Make flow handles the gap).
How is it compliant for accounting workflows?+
Every AI action presents a confirmation before it fires (no auto-sends). Every record change is audit-logged with actor, IP, timestamp. eSign captures IP, user agent, timestamp, and accepted text per signature. Hard tenant isolation at the row level.
Is the e-sign legally binding?+
Typed-name electronic signature with full audit trail meets ESIGN Act and UETA requirements in the US. The signed PDF includes the typed name on the signature line plus an audit page (signer email, IP, user agent, timestamp).
Can we white-label it for our clients?+
Yes — Ai is multi-tenant by design. Bring your own domain, logo, colors, and copy. Clients only see your firm's brand. Most firms use it as their portal under firm.com instead of clientportal.firm.com.
What does it cost compared to our current stack?+
Most firms cut tool spend 50–70% replacing DocuSign + Calendly + Mailchimp + ClickUp + a portal tool. Ai's pricing is per-module monthly with a flat startup. See /pricing for the configurator.
Can we accept retainer payments through this?+
Yes — built-in Subscriptions + Stripe Connect routes payouts directly to your Stripe account. Auto-charge monthly or annually, auto-pause on cancel, full Stripe Dashboard transparency.

Ready to run on Ai?

5-minute setup. 14-day free trial. Every module in. Cancel anytime.

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