Every client sends PDFs. Someone retypes every one.
Bookkeeping practices, accounting firms, insurance agencies, advisors, the pattern is the same. Half the month goes to chasing clients for documents, re-keying what they finally send, and watching compliance deadlines in a spreadsheet that someone has to remember to open.
The month-end treadmill
None of this is advisory work. All of it bills like it is, to you, not the client.
Document chasing
Emails, reminders, and follow-up calls to collect the same statements from the same clients every single month.
Re-keyed everything
Bank statements, invoices, and receipts typed from PDFs into the ledger, slow, dull, and where the errors come from.
Deadlines in a spreadsheet
Filing dates and renewal windows tracked by hand, safe only as long as nobody's on holiday.
Onboarding paperwork
New-client setup that takes weeks of forms, verifications, and back-and-forth before any real work starts.
Plumbing between your clients, their documents, and your ledger
You keep your accounting stack. We automate the steps between it and your clients.
Document chasing on autopilot
Clients get reminded, documents get collected and filed, and your team gets pulled in only when something's actually missing.
PDF → ledger, no typing
Statements and invoices extracted, categorized, and posted for review, your team checks the work instead of doing it.
Deadlines that watch themselves
Filing dates, renewals, and review cycles tracked in a system that escalates, not a spreadsheet that waits to be opened.
Pick the client task you dread most
Tell us the bottleneck. We'll tell you straight whether it's worth automating, and what it would take.
See what we'd automate first →