Finance and accounting In use
A payroll system that turned a monthly build into a monthly review
Payroll is calculated from recorded inputs, reviewed once and sent as payslips in a single batch, with every change logged.
Industries
Software and AI for accounting firms and finance teams
Accounting work is precise, but the documents behind it are messy. We build tools that collect, read and file them, so your team spends its time on the numbers that need judgment.
Common challenges
What slows this industry down
Accounting firms, bookkeepers and in-house finance teams spend a large share of their week on work that is not accounting. They chase clients for documents, open attachments, retype invoice lines, rename files and build the same reports each month. The actual judgment calls get squeezed into what time is left.
Modern AI models are good at reading invoices, receipts and statements and turning them into structured data. Combined with the APIs of accounting systems such as Xero and QuickBooks, they can remove most of the retyping. The key is to check the output and keep people in charge of what gets posted.
We build client portals, document intake and processing pipelines, and reporting dashboards around the accounting system you already use. Every automated step leaves a record, confidence levels decide what needs review, and your team approves anything unusual before it reaches the books.
Chasing client documents
Receipts, statements and forms arrive late, by email, in every format imaginable.
Manual data entry
Invoice lines and receipt totals are typed into the accounting system one by one.
Files everywhere
Documents sit in inboxes, shared drives and desktops, with no consistent names.
Monthly reporting
Management reports are rebuilt by hand each month from several exports.
Accuracy and audit trail
Every figure must be traceable to its source document when a client or auditor asks.
What we build
What we build for this industry
The services accounting firms and finance teams ask us for most often.
Customer portals
A secure place where your customers upload documents, check status, pay and message your team.
Document automation
Read invoices, forms, contracts and IDs, pull out the right fields and route them for review.
Dashboards and reporting
Dashboards that pull numbers from the systems you already use and show what matters without a spreadsheet.
API integration
Make two systems share data reliably, with retries, logging and alerts when something goes wrong.
Solutions that fit
Problems we solve here most often
Invoice processing
Read supplier invoices, match them to orders and push approved ones into accounting, with exceptions flagged for review.
Receipt capture and matching
Snap a receipt, and the details are read, categorized and matched to the card transaction and the right project.
Automated reporting
Reports that build themselves from your systems on schedule, with a plain-language summary of what changed.
AI document processing
Read forms, applications, IDs and statements, extract the fields you need and route each document for the right review.
Case studies
Work in this industry
In practice
What it looks like in practice
An illustrative walk-through, not a client story.
A bookkeeping firm with two hundred small business clients sets up a client portal. Each month, clients upload receipts and bank statements from their phone or forward them to a dedicated address. The portal shows each client what is still missing, which cuts the number of reminder emails.
An AI model reads each receipt and invoice, extracts the supplier, date, amounts and tax, and suggests an account based on past postings for that client. Items with high confidence are prepared as drafts in the accounting system. Items with low confidence, or anything above a set amount, go to a bookkeeper to check. Every entry keeps a link to its source document, so questions at year end take minutes instead of hours.
Because every step is logged, partners can see how many documents were processed, how many needed review and where errors came from. That makes it easy to tune the rules over time.
Where to start
Where most finance and accounting teams start
Most firms start with invoice processing or receipt processing because the volume is high and the time saved is easy to measure. Both connect to Xero, QuickBooks and similar systems through their APIs.
The next step is usually a client portal for document collection, followed by automated reporting and dashboards for clients who want to see their numbers during the month rather than after it. We schedule changes outside month end and year end, so your team is never learning a new tool during a close.
Models and tools
MCP servers and AI models that matter here
These connect AI to the tools this industry already uses. We pick per project and test on real data first.
- XeroXero's official MCP server lets AI list and create contacts, invoices and payments, read bank transactions and pull reports such as profit and loss.
- QuickBooks OnlineIntuit's official QuickBooks Online MCP server lets AI search and create customers, invoices, bills and payments and pull financial reports.
- Google DriveGoogle's own Drive MCP server lets AI search, read and create files in Google Drive, with your Google Workspace sign-in.
- Gemini 3.8 FlashGoogle's most capable Flash model, stable since September 2026, for agents, software engineering and enterprise workflows with full multimodal input.
- Claude Sonnet 5Anthropic's balance of speed and intelligence: a strong everyday model for assistants, document work, tool calling and coding.
Keep exploring
More for finance and accounting
Related services
View all related services- Customer portals A secure place where your customers upload documents, check status, pay and message your team.
- Document automation Read invoices, forms, contracts and IDs, pull out the right fields and route them for review.
- Dashboards and reporting Dashboards that pull numbers from the systems you already use and show what matters without a spreadsheet.
- API integration Make two systems share data reliably, with retries, logging and alerts when something goes wrong.
- SaaS Product Development MVPs, subscription platforms, admin panels and multi-tenant products, planned to grow past the first launch.
- AI Product Development AI agents, knowledge assistants, copilots and document automation built into the way your team already works.
Solutions
View all solutions- Invoice processing Read supplier invoices, match them to orders and push approved ones into accounting, with exceptions flagged for review.
- Receipt capture and matching Snap a receipt, and the details are read, categorized and matched to the card transaction and the right project.
- Automated reporting Reports that build themselves from your systems on schedule, with a plain-language summary of what changed.
- AI document processing Read forms, applications, IDs and statements, extract the fields you need and route each document for the right review.
- AI automation and integrations Connect the tools you already use so data moves once, correctly, and AI reads the parts that arrive as text or documents.
- Compliance tracking Track filing deadlines, licenses and obligations in one place, with reminders and AI summaries of relevant rule changes.
Industries
View all industries- Tax and compliance services Client portals, document checklists, case queues and deadline tracking for tax preparers and compliance firms.
- Insurance Claims intake, document and photo processing, policy knowledge assistants and customer portals for brokers and insurers.
- Construction and facilities Job tracking, maintenance requests, inspections, quotes and proof-of-work photos for builders and facility teams.
- Property management Tenant portals, maintenance tracking, owner statements and inbox automation for property managers.
- Legal Contract review assistants, knowledge search, intake and document automation for law firms and in-house legal teams.
- Logistics and transportation Driver apps, order and shipment tracking, document processing and integrations for logistics and delivery companies.
Guides and articles
View all guides and articles- How to automate invoice processing Read, check, approve and post supplier invoices automatically, with people handling only the exceptions.
- How to automate reporting with AI and MCP Build reports that assemble themselves from your systems through MCP, with a written summary people can trust.
- How to set up automated reporting Replace manual weekly and monthly reports with dashboards and summaries that update themselves.
AI models
View all ai models- Gemini 3.8 Flash Google's most capable Flash model, stable since September 2026, for agents, software engineering and enterprise workflows with full multimodal input.
- Claude Sonnet 5 Anthropic's balance of speed and intelligence: a strong everyday model for assistants, document work, tool calling and coding.
- Mistral OCR 4.1 Mistral's document OCR model, turning pages into structured output with bounding boxes, block labels and confidence scores.
- Gemini 3.5 Flash-Lite Google's lowest-cost current Gemini model for high-throughput work such as sub-agent tasks and document parsing.
- Vision and multimodal Models that read images, scans, screenshots and sometimes audio or video alongside text.
- GPT-6 Sol The middle model of the GPT-6 family, positioned for complex coding and agentic workflows at a mid price level.
MCP servers
View all mcp servers- Xero Xero's official MCP server lets AI list and create contacts, invoices and payments, read bank transactions and pull reports such as profit and loss.
- QuickBooks Online Intuit's official QuickBooks Online MCP server lets AI search and create customers, invoices, bills and payments and pull financial reports.
- Google Drive Google's own Drive MCP server lets AI search, read and create files in Google Drive, with your Google Workspace sign-in.
- Box Box's official MCP server lets AI search and read files, ask questions across documents with Box AI, extract data and upload files.
- Dropbox Dropbox's own MCP server lets AI list, search and read files, convert them to markdown and create, move, share and delete files. In beta.
- Google Sheets Google's own Sheets MCP server lets AI read and update cell values and formulas, change spreadsheet structure and insert rows or columns.
Glossary terms
View all glossary terms- OCR OCR, or optical character recognition, is technology that turns text in images and scanned documents into machine-readable text.
- Structured output Structured output is when an AI model returns its answer in a fixed format, such as JSON matching a schema, so software can use it reliably.
- Multimodal model A multimodal model is an AI model that can take in more than one kind of input, such as text with images, audio or video.
- JSON JSON is a simple text format for structured data, made of names and values, that most software and APIs use to exchange information.
- API An API, or application programming interface, is a defined way for one piece of software to request data or actions from another.
- API integration An API integration connects two or more systems through their APIs so data and actions flow between them automatically.
FAQ
Questions from finance and accounting teams
Have a question that is not here? Ask us directly.
Accuracy on clear documents is high, but not perfect, so we measure it on your own documents before launch and route low-confidence items to a person. See AI document processing.
Yes, through their official APIs, as well as other accounting systems with an API. See API integration.
Only if you want it to, and only for the cases you choose. Most firms start with drafts that a bookkeeper approves.
Access is limited by role, data is encrypted, and we use AI services with business terms that do not train on your data. See security and IP ownership.