Automate the Tedious. Focus on Advisory.
AI-powered automation for accounting firms ready to move beyond manual data entry and become strategic advisors to their clients.
Challenges Accounting Firms Face Every Day
Data entry and bank reconciliation consume most of your team's time
Tax season creates unsustainable bottlenecks every year
Client document collection is a back-and-forth nightmare
Routine reporting takes hours that could be spent on advisory work
What We Automate for Accounting Firms
Custom AI automations designed specifically for accounting firms workflows.
Intelligent Data Entry
AI extracts data from receipts, invoices, and statements and categorizes transactions automatically.
Client Document Portal
Automated requests, reminders, and secure upload portal that eliminates document chase.
Automated Reconciliation
AI matches transactions across accounts and flags discrepancies for human review.
Client Reporting Engine
Generate monthly financial reports, dashboards, and KPI summaries automatically from your data.
Tax Prep Workflow
Automate the tax return preparation workflow from document collection through review checklists.
Engagement Letter Automation
Generate, send, and track engagement letters with e-signature capabilities built in.
The ROI of AI for Accounting Firms
Data Entry Time
Before
15 hrs/week
After
2 hrs/week
Tax Returns per Season
Before
350
After
520
Client Document Turnaround
Before
3 weeks
After
4 days
Revenue per Staff Member
Before
$125K/yr
After
$185K/yr
Frequently Asked Questions
Does this work with QuickBooks / Xero / FreshBooks?
How accurate is the AI data entry?
Is client financial data secure?
Ready to Automate Your Accounting Firms?
Join hundreds of accounting firms businesses already saving time and money with ClearPath AI.