AI Automation for Accounting Firms

Save 5–15 admin hours a week (without changing your whole setup)

Running an accounting firm is already demanding. You shouldn’t have to spend your best hours chasing documents, repeating the same email replies, and firefighting near deadlines.

I help small accounting firms automate repetitive admin work so your team can focus on client work that actually matters.

If this sounds familiar, we should talk

  • “We keep chasing clients for missing documents.”
  • “Our inbox is always full, and important stuff gets buried.”
  • “Month-end gets chaotic every single time.”
  • “Too much manual follow-up, not enough time.”

What I can automate for your firm

1) Missing-document reminders

Automatic, polite reminders with smart escalation when clients don’t respond.

2) Inbox triage + faster replies

Prioritize what’s urgent, reduce noise, and speed up routine responses.

3) Monthly client check-ins

Proactive reminders before the usual deadline pressure hits.

4) Clear monthly improvement report

Simple reporting on what was automated and where time was saved.

Simple pricing

Starter — €1,500 setup + €390/month

  • 1–2 workflows implemented
  • Monthly optimization
  • Basic reporting
  • Email support

Pro — €1,500 setup + €790/month

  • 3–4 workflows implemented
  • Deadline reminder engine
  • Team SOP/prompt playbooks
  • Priority support

How it works

  1. Quick audit (15 min): identify your biggest admin bottleneck.
  2. Build (2–4 weeks): implement practical automation around your current tools.
  3. Optimize monthly: track impact and improve continuously.

FAQ

Will this replace staff?
No. It removes repetitive tasks so your team can focus on higher-value work.

Do we need to migrate systems?
Usually no. We start with your existing setup.

How fast can we see results?
Most firms notice clear improvements within 2–4 weeks.

Want to see what your firm can automate in 30 days?

Book a 15-minute workflow audit and I’ll map your best first automation.

Nerdic Coder
Practical AI automation for real-world service firms


See it in action (demo)

Below is a practical mock demo showing how inbox triage can prioritize urgent accounting messages, reduce response times, and cut manual workload.

1) Inbox volume by priority

Inbox volume by priority

2) SLA improvement (before vs after triage)

SLA improvement chart

3) Response time reduction

Response time reduction chart

Demo KPI highlights: faster P1 handling, better SLA hit rates, and less senior time spent on routine inbox noise.


Watch 90-second demo

See the full workflow in under 90 seconds: incoming message → triage → reminder/escalation → KPI dashboard.

Replace the placeholder link above with your Loom/video URL when ready.

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