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.
In your day-to-day
- 01
Busy-season brief: files behind the countdown plan, blocking missing documents, remaining workload per staff member.
- 02
Monthly reconciliation of time spent against fees agreed in the engagement letter — loss-making engagements flagged before renewal.
- 03
Tracking of the firm’s own receivables crossed with reminders in progress and rejected direct debits.
How it works
- 1
Connected to your sources
Accounting, CRM, bank, e-commerce, spreadsheets: the agent reads your existing tools, read-only. Your numbers stay with you.
- 2
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.
- 3
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.
How is this different from a dashboard?+
A dashboard waits for you to come and read it; the agent comes to you, and it prioritises. It does not show 40 charts: it says “everything normal except these two points” — the triage is what saves time, not the display.
Do my numbers leave for a third party?+
No: the agent runs inside your systems, reads your tools read-only, and your data is never used to train third-party models. For stricter requirements, on-prem hosting is available.
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