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Accounting firms

AI for accountants

Automated data entry, reconciliation, client chasing, answers on filings and deadline tracking. AI agents that absorb data entry to free your teams for advisory work.

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Concrete use cases

What AI can automate for you

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Automated data entry

Extracting data from invoices and receipts, and pre-entering it into your accounting software.

Hours of entry removed
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Reconciliation & matching

Help with matching and bank reconciliation, flagging discrepancies to check.

Faster closings
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Client chasing

Automatic reminders for missing documents and deadlines, validated by the firm.

Documents collected without chasing
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Deadline tracking

Alerts on tax and social filings per client, a consolidated view of deadlines.

No deadline missed
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Answers on filings

An agent answers recurring client questions on their accounts, VAT and filings.

Teams less interrupted
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Summaries & reporting

Generating summary notes and client reports from your accounting data.

Reporting ready faster

Data entry kills added value

An accounting firm is a mountain of repetitive tasks: data entry, reconciliation, chasing, deadline tracking. That time is not spent on advisory work, where you actually bill. AI agents absorb this load to reposition your teams on value.

Integrated with your tools, not beside them

We design agents wired into your software (Pennylane and other tools), your DMS and your email. Not yet another separate tool: an automation layer integrated with your existing workflows.

Compliance and trust

Pseudonymised data, France / EU hosting, controlled scope of use. We have worked with accountants — a cautious profession — and we know nothing ships without a rock-solid compliance framework.

AI software for accountants

“AI software” doesn't mean another generic tool. We build artificial intelligence for accountants, custom and integrated into your own tools: your AI software for accountants, designed for your field — not a standard SaaS you have to work around.

FAQ

Your questions about AI in your profession

What is an AI agent for a chartered accountant?
It is an automated assistant dedicated to accounting production. It handles tasks such as invoice data entry (via OCR), account reconciliation, bank reconciliation, or preparing VAT returns. The chartered accountant and their team validate the operations and focus on review and advisory services.
How is the confidentiality of financial data guaranteed?
Security is a priority. The platform uses robust data encryption, both at rest and in transit. Access is strictly controlled by a permissions system. The AI operates in a private and secure cloud, ensuring that client financial data remains completely confidential.
Is the processing of accounting data sovereign and GDPR-compliant?
Yes. The infrastructure is entirely hosted in France or the EU, which ensures data sovereignty. The processes are in full compliance with GDPR, particularly regarding the management of personal data present in accounting documents and the security of processing.
What are the time savings on bookkeeping?
Automating data entry and bank reconciliation allows for considerable time savings. A firm can reduce the time spent on basic production by 30 to 60%, freeing up staff for review, financial analysis, and client support missions.
Is the AI agent compatible with tools like Pennylane or Cegid?
Yes, integration is a key feature. These AI agents are designed to connect seamlessly with market-leading accounting software (Pennylane, Cegid, etc.) via APIs. This allows for automatic synchronisation of invoices, payments, and entries, avoiding any double entry.
Can the AI incorrectly post a journal entry?
The system is designed to minimise errors. It learns from the firm's chart of accounts and past postings. In case of doubt or a new type of transaction, it flags it for human validation. The AI suggests an allocation, but the team member or chartered accountant always has the final say to ensure the accuracy of the accounts.
Where to start practically in an accounting firm?
A simple and effective starting point is managing purchase invoices. Set up an automatic collector that forwards all invoices received by email to the AI. The agent will:
  • Extract the data (supplier, date, amounts, VAT).
  • Suggest an account posting.
  • Prepare the entry for integration into your production software after your validation.

A time-consuming workflow in mind?

30 minutes to pinpoint what AI can save you. No commitment, no jargon.

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