Digee / Agent catalog / Finance and law
AI agents for accounting and tax firms.
An AI agent is a program that reads clients' documents at your accounting practice, keeps track of what is missing and reminds people of deadlines. It works in the accounting software, email and shared folders you already use, and nothing is posted until an accountant has checked it.
What does it look like in practice?
ExampleA client emails an invoice
- Comes in
A client emails a photo of an invoice for a company car repair.
- Agent
The AI agent reads it and lists the supplier, amount, VAT and date.
- Agent
It clearly marks any detail that is hard to read in the photo.
- You
The accountant checks the details, corrects the marked one and posts the invoice.
- Result
The invoice is in the books, and nobody had to copy it out by hand.
What can it do for you?
- 01
Processing documents
Reads invoices and receipts from clients and prepares the details for bookkeeping. The accountant posts them.
- 02
Chasing missing documents
Keeps track of which documents clients still owe you and politely reminds them to send them.
- 03
Tracking deadlines
Reminds clients of tax return and payment deadlines so nothing is forgotten.
- 04
Sorting client emails
Sorts emails by client and topic and gives a short summary of each. You write the replies.
What stays with you?
The AI agent does not give tax advice, file anything with the authorities or take responsibility for the accounts – that stays with the accountant.
Works in your tools
We connect it to what you already use: accounting software, email, shared folders.
Nothing to buy or install
The agent runs in the cloud on a server we provide. You use it in your browser.
You have the final say
The agent only prepares. It does nothing important without your approval.
How to start?
In a free consultation we go through your normal week and pick one task to start with. How much time it saves, we work out from your real operations.
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