AI agents for accounting firms
Client documents collected without chasing.
Client documents arrive by email, on WhatsApp, as photos and as e-invoices in the tax authority’s online portal (ANAF’s SPV in Romania). A fully guarded and controlled AI agent gathers them, sorts them by client and month and builds the missing list. The accountant checks, books and files.
Citește în română →The routine work that moves to the AI agent.
From every channel, by client
Gathers invoices, receipts and bank statements from email, WhatsApp and the tax portal and files them for each client.
The request to the client, drafted
Compares what arrived with what is needed and drafts the message to the client listing what is missing.
Payments matched to invoices
Matches receipts and payments in the statement to invoices and flags what doesn’t match.
What is left, per client
Shows for each client what is complete and what still needs a decision.
What it looks like in practice
On the 20th of the month, half the clients still haven’t sent everything. Without an assistant, the accountant searches email and WhatsApp and calls them one by one. With an AI agent, each client gets the exact list of what is missing on the 15th, and the accountant sees each morning who is complete.
Step by step
| Step | Who does it today | What the AI agent takes over | What stays with people |
|---|---|---|---|
| Gathering documents | The accountant, from several channels | Gathers and sorts them by client | — |
| Missing documents | Found while booking | The list and the message to the client | Approving the message |
| Bank statement | Matched by hand | A proposed match, with exceptions flagged | The accounting treatment |
| Tax returns | The accountant | — | Checking, signing and filing |
Detailed guide
How to collect your clients’ documents without chasing them at month-end →
Frequently asked questions
Does the AI agent file tax returns?
No. Booking, returns and filing stay with the accountant.
Does it work with our accounting software?
The agent prepares documents and lists in the folders and software you already use, through the access you approve.
What does “fully guarded and controlled AI agent” mean?
The agent works only in the accounts and programs you give it access to, and only on the tasks agreed together. Every action is visible, and anything that leaves the company is approved by a person first.
How do we start?
We pick one workflow together, set it up in about a month and measure before and after, on your company’s own data. The first 30-minute call is free.
Solutions for other industries.
How many clients still haven’t sent everything by the 20th?
KYA Audit sets up fully guarded and controlled AI agents in the programs your company already uses. People keep every decision and every approval.
