Automated reporting for accounting firms

Filing progress, time spent per file, outstanding fees, workload per staff member: a firm’s indicators exist in the practice software but nobody consolidates them until a problem erupts. The agent delivers the picture every morning.

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In your day-to-day

Busy-season brief: files behind the countdown plan, blocking missing documents, remaining workload per staff member.

Monthly reconciliation of time spent against fees agreed in the engagement letter — loss-making engagements flagged before renewal.

Tracking of the firm’s own receivables crossed with reminders in progress and rejected direct debits.

A typical scenario

Fifteen staff, three partners, and a busy-season tracking spreadsheet updated on Friday evenings — already wrong by Monday. This typical firm is steered through the rear-view mirror.

01
Monday 7:30 AM, the brief is waiting for the partners: filings produced last week, files off the countdown plan, blocking documents, remaining workload per staff member.
02
On Wednesday, the agent flags an imbalance: one manager projects 140% workload for March while another sits at 70% — reallocation is decided three weeks ahead instead of in the crash.
03
At month-end, time spent is reconciled against the fees in each engagement letter; structurally loss-making engagements stand out, quantified, before renewal.

What changes

Partners arbitrate on the morning’s numbers, and the question “will we hold the May deadline?” gets its answer in February — while there is still time to act.

Order of magnitude

Working assumptions

→4 hours of manual consolidation per week (spreadsheet, internal chasing, meeting preparation)
→an 18-week busy season

Around 70 manager hours reinvested in production over busy season alone — the equivalent of two full weeks at exactly the moment every hour counts. An estimate, excluding gains across the rest of the year.

Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.

What eats your days

→

Client documents arrive loose by email, and staff spend their mornings filing instead of producing.

→

The firm’s own fees are chased last — the cobbler’s children go barefoot on receivables too.

→

A file falling behind only becomes visible close to the deadline, when it is too late to smooth the workload.

How it works

Connected to your sources

Accounting, CRM, bank, e-commerce, spreadsheets: the agent reads your existing tools, read-only. Your numbers stay with you.

Automatic perspective

A number alone says nothing. The agent compares to yesterday, to the same period last year, to your target — and qualifies the gap: normal, watch, act.

Brief where you actually read

Email, WhatsApp, Slack: the brief lands every morning where you really read. Three lines when all is well, a deep-dive when something drifts.

Typical results

2 min

to read the morning brief, full picture included

1 d → 0

human time per reporting cycle

D-30 → D-1

drift detection: as it happens, not at close

Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.

Frequently asked questions

Our timesheets are poorly filled — will the reporting be reliable?+

The agent works with what exists and points precisely at where entries are missing — which, in practice, improves timesheet discipline within weeks because the gaps become visible. An honest report on imperfect data beats no report at all.

Can it track progress by tax deadline rather than by file?+

Yes, and it is the most useful view in busy season: how many filings remain for the May deadline, which ones are blocked by missing documents, and whether the current pace holds the date.

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.