Document AI & automation for accounting and bookkeeping firms

Spend your hours on advice, not data entry.

I build document AI and automation for accounting and bookkeeping firms. Client documents get collected, extracted, categorised and pushed into Xero or QuickBooks, with your team reviewing only the exceptions.

Software and automation for accounting & bookkeeping firms, one of the industries I build for

A water bill read, matched to its purchase order and coded to 6200

Where the hours go, and how to get them back

Chasing clients for receipts, statements and invoices eats days every month-end.

The fixAutomated document requests and reminders through a simple client portal that shows exactly what's missing.

Staff key invoices, receipts and statements into the ledger by hand.

The fixDocument AI that extracts, categorises and posts transactions to Xero or QuickBooks, with a review queue for low-confidence items.

Every client sends documents in a different format and through a different channel.

The fixOne intake pipeline for email, uploads and shared folders that classifies each document and routes it to the right client file.

Recurring reports are rebuilt by hand in Excel.

The fixAutomated report generation from your ledger data, in your templates, ready for review.

Firms are drowning in documents

Accounting and bookkeeping firms process enormous volumes of documents for many clients at once: invoices, receipts, bank statements, payroll reports and tax forms, each client with its own habits and formats. Industry estimates put the cost of manually processing a single invoice in double-digit dollars once staff time is included, while automated processing costs a fraction of that. For a firm handling thousands of documents a month, the gap is the difference between scaling and hiring.

What I build for accounting firms

Document AI pipelines. They extract vendor, date, amounts, tax and line items, suggest categories based on each client’s history, and post to Xero or QuickBooks. Exceptions go to a review screen with the source document alongside.
Client collection automation. Monthly document checklists, automatic reminders and a portal that shows clients exactly what’s outstanding.
Integrations between your practice-management software, ledgers, payroll and storage.
Internal dashboards for workload, deadlines and the status of every client’s month-end.
A private knowledge assistant over your procedures and checklists, so new staff get answers without interrupting seniors.

Built on a proven pattern

I built a production platform for a property manager that collects bills from 13 providers through email, portals and uploads. It extracts and reconciles the amounts, writes them into the finance team’s existing workbook and generates owner reports with an approval step (case study). That is the same intake → extract → validate → post → report pipeline accounting firms need, adapted to your clients and ledgers.

Where to start

Pick one high-volume client or one document type and run a pilot. Measure the hours saved and the accuracy before rolling it out to every client.

Accuracy you can show a partner

Accounting firms can’t accept “the AI is usually right”. Every pipeline I build is measured before it touches a live ledger:

Labelled sample. We take a few hundred real documents from your clients and record the correct values.
Field-level accuracy report. The pipeline runs on that sample, and you see accuracy per field (vendor, date, net, tax, total, category), not a single headline number.
Thresholds. Confidence thresholds are set so that only documents above your required accuracy are posted automatically. Everything else goes to review.
Ongoing monitoring. Corrections made in the review queue are tracked, so accuracy is visible every month and improves over time.

Data handling

Client financial data stays under your control. I can deploy into your own cloud account, use AI providers with zero data retention, and restrict each staff member’s access to the clients they serve. Every posting is logged with the source document, so your audit trail is stronger than with manual entry.

Questions owners ask

How accurate is automated extraction for receipts and invoices?

On clean digital documents, well-built pipelines are highly accurate. Photos and scans are lower. Every pipeline includes validation (totals, tax, duplicates) and a review queue, so nothing uncertain gets posted silently.

Do you replace tools like Dext or Hubdoc?

Not necessarily. Off-the-shelf tools work well for standard receipts. I build what they don't cover, such as unusual document types, firm-specific workflows, multi-system posting and reporting.

Which accounting systems do you integrate with?

Xero, QuickBooks Online, Sage, NetSuite and others with an API, plus Excel and Google Sheets.