Spend your hours on clients, not paperwork.
We automate onboarding, document chasing and data entry, so your people spend their time on billable work.
Billable people doing unbillable work.
Chasing documents, retyping data and hunting for templates eat into billable hours. Firms lose about 5 hours a week just moving data between systems, according to Intuit’s 2026 accountant survey.
01 — What we automate
4 examplesClient onboarding
Turns an enquiry into a new client: checks, engagement letter and setup.
Onboarded in a day, not a week.
Document chasing
Sends each client a checklist, follows up on what’s missing and files what arrives.
Complete files without chasing.
Data from documents
Reads statements, invoices and contracts and enters the figures for review.
Hours of typing become a quick check.
In the library: No more retyping documents →B/04Firm knowledge assistant
Answers staff questions from your templates and past work, with the source.
The right precedent in seconds.
In the library: Ask-anything assistant for your team →02 — Works with
Your current software03 — FAQ
3 questionsIs client data kept confidential?+
Yes. It follows your access rules, is never used to train public AI, and can run on your own servers.
Does a professional still review the work?+
Always, for anything that reaches a client or a filing.
Where do firms usually start?+
With document chasing or data entry. Easy to measure, and clients only notice the speed.
Start with one task.
Pick the one that costs your team the most hours. We’ll tell you what it’s worth automating, at a fixed price.