Scale client accounting services at an accounting firm
The problem
The firm wants to take on more bookkeeping and CAS clients without hiring at the same pace.
The workflow
- 1
Delegate routine accounting work to agents
AI agents prepare entries, reconciliations and workpapers end to end so staff move from doing to reviewing.
- 2
Turn source data into GL-ready entries
Source documents and financial data are converted into general-ledger entries with controls for review.
- 3
Keep client books current daily
For QuickBooks/Xero clients, bank feeds are categorised daily and only exceptions go to the accountant.
Expected outcome
More clients per accountant, with humans in the review seat.
Qualitative. We do not publish time-saved or ROI figures until we have measured them.
The stack
Accounting agents for firms
Basis
Basis
AI agents that do accounting work end to end.
Source data to GL entries
Truewind
Truewind
AI agents that turn source financial data into GL-ready entries.
Daily bookkeeping in QBO/Xero
Booke AI
Booke AI
AI bookkeeper for QuickBooks and Xero.
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