Accounting · Accounting firms and administrations
Accounting automation: organized source documents and tax filings without manual data entry
The initial problem
Manual entry of source documents, repetitive checks, incomplete documentation, delays closing periods, typing errors, and no visibility into each client's status.
The previous process
Source documents arrived by email, WhatsApp, and paper, and each one required reading, typing, manual filing, and repeated checks before the information could be prepared for tax filings.
The solution we implemented
A workflow with agents covering the full flow: intake by email, WhatsApp, or paper; reading with OCR and AI; validation against ARCA, banks, and custom rules; automatic filing in folders by client; missing-item control with alerts; and output in dashboards plus information ready for tax filings.
Integrated systems
- OCR + AI
- ARCA
- Banks
- Google Drive
- Dashboards
The result
Fewer repetitive tasks, more control, more time, and more clarity to grow: the firm can take on more clients without multiplying its operational load.
Book a free audit of your current processes
Tell us which process is costing you time and we will send back a free, concrete diagnostic: what to automate, how, and what return to expect. You can also request a free demo of our products.