Accounting firms
An AI employee for your accounting firm.
Missing documents chased, engagement letters and consents signed, client questions asked and answered, and the firm's own invoices sent.
Meet Iris.
Pick your office's software below and watch Iris at work in it.
What does your office run on?
You ask. Iris does the work.
First duties
What Iris usually takes on first.
Chase missing documents until they arrive
Iris reminds each client what is still missing, by email and text, until it is in the portal. You see who has sent everything and who hasn't.
Send engagement letters and collect the consents
She sends each client's engagement letter and 7216 consent and chases the signatures.
Ask clients about their open transactions
Each month she sends bookkeeping clients their uncategorized transactions and has the answers ready to post. Nothing posts until someone at the firm reviews it.
Send the firm's invoices and chase the unpaid
When a return goes out, she drafts the invoice and keeps the list of clients who haven't paid. Each draft waits for your okay.
The work
What keeps an accounting firm busy.
- Returns moved along the board one at a time. The tax software knows where each return stands, but the job board can't read it, so staff move every return themselves. The board is wrong whenever someone forgets.
- Missing documents chased all season. Organizers come back half filled, and documents arrive as attachments, phone photos and locked PDFs. Someone files each one and keeps asking for the rest.
- Extended returns stalled for one form. After April the extension list sits in a spreadsheet, and returns wait because a K-1 or a 1099 never arrived. Asking again on a schedule falls to whoever has time.
- Client questions sent by spreadsheet. Each month uncategorized bank transactions go to the client in a spreadsheet. The answers come back late and are copied into the books line by line.
- Firm invoices typed after the return goes out. When the engagement letter didn't set the fee, someone types the invoice once the return is delivered. The payment is matched weeks later, if anyone remembers.
Unlike the general-purpose AI employee bots on the market, Iris works in the software an accounting firm already uses. How we're different
Increase efficiency, lower costs.
A short conversation about how your office runs, and a written proposal in a couple of days.
Start the conversationStart here