All work
Example project
Accounting practice Professional services, Sydney, Australia
An AI assistant and document automation for an accounting practice
Example project: a website and email assistant that answers client questions, collects documents at tax time and files them into the right client folder.
AI agentsWorkflow automation
0/7
answers for clients
0
inbox for every document
0–4
weeks typical build
The brief
At tax time the practice's staff spend hours answering the same questions and chasing documents.
Status
Example project — shows how we would deliver this
What we built
- Assistant trained on the practice's services, fees and deadlines
- Document requests sent and chased automatically
- Uploaded documents read, named and filed per client
- Hand-off to an accountant for anything advisory
Built with
Clauden8nMicrosoft 365Xero
Client reviews
AustraliaSample
“Replace with a real review about time saved at tax time.”
Sample reviewer
Managing partner, accounting practice
AI agents
AustraliaSample
“Replace with a real review about documents arriving filed and named.”
Sample reviewer
Practice manager, accounting practice
Workflow automation
More work
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