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Overview
AI in accounting.
Accounting firms spend much of their time on work only loosely related to accounting: retyping documents, chasing clients for paperwork and sorting emails. This is exactly where an AI agent helps most. Professional judgement and responsibility stay with the accountant.
In short
- The agent extracts data from documents and flags uncertain items.
- It keeps track of what clients have not yet sent and drafts reminders.
- The accountant checks, posts and advises – with more time to do so.
On this page
Where AI helps in an accounting firm
- Document processing – the agent reads invoices and receipts (PDFs, photos, emails), extracts the supplier, company ID number, amounts, VAT and due date, and prepares them for posting. It flags uncertain items.
- Chasing missing documents – it tracks what each client still owes for the month and drafts a polite reminder.
- Tracking deadlines – a calendar of tax return and payment deadlines for every client, with timely reminders.
- Sorting email – it sorts messages by client and topic, summarises them and drafts a reply.
- Matching payments – it proposes matches between bank transactions and invoices and passes on unclear cases.
A day with an agent
In the morning, the accountant doesn't open 60 emails with attachments. She opens an overview: 48 documents ready for checking, 7 flagged as uncertain (missing company ID, illegible amount), and 5 clients missing a bank statement – with draft reminders ready to go.
Checking a prepared document takes far less time than retyping it by hand. How much time it saves in your firm will only become clear when tested in live operation.
Connecting to accounting software
The agent connects to the tools the firm already uses: email, shared folders and the accounting software (in the Czech Republic typically Pohoda, Money, ABRA, Helios or online accounting services). Where possible it uses structured data – such as ISDOC, the Czech e-invoice format – and applies artificial intelligence only where a document arrives in unstructured form.
What stays with the accountant
Posting entries, tax assessment, dealing with the authorities and responsibility towards the client. The agent prepares, the accountant decides. Client data is processed in line with GDPR and only in services covered by a contract.
You will find specific tasks for accounting firms in the agent catalogue.
Frequently asked questions
Will AI replace accountants?
No. AI takes over the mechanical work with documents and communication. Professional judgement, posting and responsibility stay with the accountant.
Can AI read a photo of a receipt?
In most cases, yes. The agent flags illegible or uncertain details and passes them on for checking rather than guessing.
Is it safe to give AI clients' accounting documents?
Yes, provided you use services with a data processing agreement, a clearly defined place of processing and restricted access. That is part of designing the agent.
Want to know where AI would save you time?
We go through a normal week with you and find the first task worth handing to an agent. No obligation.
From the agent catalog
Accounting and tax firms
Processing documents · Chasing missing documents
→Insurance and financial advisors
Collecting client documents · Tracking contract anniversaries
→Law firms
Onboarding new clients · Searching case files
→
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