Email triage for accounting firms
A firm’s inbox receives everything loose: client invoices to file, questions, letters from the tax authorities, platform notifications. Every misfiled document costs twice — at filing time, then at search time during the annual accounts.
In your day-to-day
- 01
Automatic attachment of received documents to the right client file in the document system, with duplicate detection.
- 02
Detection of sensitive letters — tax reassessment proposals, social-security formal notices, administration reminders — flagged to the staff member and the partner within minutes.
- 03
Automatic reminders to clients whose documents are missing as a VAT or filing deadline approaches, with the exact list of what is expected.
How it works
- 1
Measure before sorting
We start by measuring the real flow: who writes, about what, what actually needs action. Sorting rules are built on that data — not on impressions.
- 2
Sort, extract, route
The agent classifies each message, extracts the useful data (references, amounts, deadlines) into your tools, and routes to the right person. Urgent items are flagged within minutes.
- 3
Answer the recurring
Acknowledgements, document requests, standard questions: the agent replies on its own within the approved fence. The rest lands pre-qualified in your team’s queue.
Typical results
95%
of messages classified and routed with no human involved
4 min
between an urgent message arriving and being flagged
0
client requests lost in the pile
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Can the agent file directly into our document system and practice software?+
That is the goal: it identifies the client, the nature of the document and the period, then files into your existing structure. Anything it cannot attach with certainty goes to a validation queue instead of being filed at random.
Each staff member manages their own inbox — how does this fit?+
The agent can cover the firm’s general inbox and, if you wish, assist individual inboxes with the same rules. Sorting becomes consistent — the definition of “urgent” stops depending on who happens to be reading.
What if the agent misclassifies an important message?+
Rules are calibrated on your real flow and start in assisted mode: the agent proposes, your team validates, the agent learns. Autonomous sorting is only switched on once reliability is demonstrated — and everything stays browsable, nothing is deleted.
Does it work with Gmail, Outlook, a shared inbox?+
Yes — Gmail, Microsoft 365, IMAP, shared inboxes and aliases. The agent works inside your existing mailbox, without changing the address your clients know.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
Get my free diagnostic