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Accounting firms and financial service businesses spend enormous time on document collection, client onboarding, invoice processing, and reporting — work that AI automation handles reliably and at scale. We build custom automation for client intake, document workflows, billing, and custom reporting dashboards.
Accounting and financial services firms in Kelowna and across BC are facing the same pressure: clients expect fast turnaround, compliance requirements are getting more complex, and skilled staff are too expensive to spend on data entry. AI automation handles the repeatable, high-volume work — document collection, data extraction, invoice matching, report generation — so your team focuses on advisory work that actually requires human judgement.
Client Document Collection
Automated document request sequences send reminders to clients for missing receipts, statements, and forms — with a secure upload portal. Follows up automatically until everything is received.
Invoice & Receipt Processing
AI extracts data from invoices and receipts, categorizes transactions, and syncs to QuickBooks or Xero — eliminating manual data entry for high-volume clients.
Client Onboarding Workflows
New client onboarding is automated from engagement letter to data collection to system setup — reducing a 2-week process to a few days without additional staff time.
Automated Reporting Dashboards
Custom dashboards pull data from your accounting software and present key metrics to clients automatically on a weekly or monthly schedule — no manual report building.
Deadline & Compliance Reminders
Automated reminders for tax deadlines, filing dates, and compliance requirements — sent to clients and logged internally so nothing falls through the cracks.
Billing & Accounts Receivable
Invoices generated automatically based on completed work, with automated payment reminders at 7, 14, and 30 days past due. Reduces average collection time significantly.
Canadian-region data processing and a data processing agreement are available on request. Every quote is fixed-price against a written scope.
QuickBooks Online, QuickBooks Desktop, Xero, FreshBooks, Sage, and Wave. We also connect to document management systems, practice management software, and custom internal tools.
Yes. Our client portals are simple enough for any user — a secure link, drag-and-drop upload, and automatic confirmation. No login required for basic document submission.
Free 15-minute consultation. We'll show you exactly what's possible for your operation.