AI Automation for Accounting Firms
Documents collected, deadlines watched, clients answered: before busy season hits.
Every filing season the bottleneck is the same: clients send documents late and piecemeal, staff retype data between systems, and partners field the same status questions daily while deadlines stack up.
Oido agents request and chase client documents on schedule, extract data from receipts and statements into your systems, answer routine client questions, and keep a live view of every deadline.
Busy season runs on a checklist that fills itself, not on all-nighters.
What you can automate
- Request and chase client documents until the checklist is complete.
- Extract data from invoices, receipts and statements into your bookkeeping system.
- Answer routine client questions about status and deadlines automatically.
- Track filing deadlines per client with escalating alerts.
Accounting work is deadline work, and the deadline killer is always the same: waiting for client documents, then retyping them. Oido automates the collection, the extraction and the chasing, so your staff review numbers instead of hunting them.
The document chase, automated
Each client owes a known list. The agent requests the items, receives them over email or WhatsApp, checks them off, and chases what is missing on a schedule that escalates as the deadline approaches. Partners see one live completeness view instead of forty email threads.
From receipt to ledger without retyping
Invoices, receipts and bank statements get read, extracted and posted into your bookkeeping software through n8n workflows, with anything ambiguous queued for a human decision. Data entry stops being a job.
Clients answered without the interruption
When is my filing due? Did you get my documents? What do you still need? The agent answers from your practice data, and hands anything advisory to the accountant.
Built around your practice
We map your workflows and your software stack first, then build and operate the agents with your team, adjusting as regulations and seasons change. You own your hosting and client data, with 24/7 support.
Questions we get asked
Can it chase clients for documents without us writing every email?
Yes, and this is usually the first thing firms automate. It requests what is missing, chases on a schedule as the deadline approaches, escalates politely, and stops for that client the moment the document arrives.
Can it get data out of client receipts and statements?
It reads receipts, invoices and bank statements, extracts the figures, and writes them into your systems, flagging anything it is unsure about instead of guessing. Your staff review exceptions rather than keying everything.
Is client data safe, and does it train AI models?
Your data is not used to train models. You choose the AI provider and connect your own account, access is scoped per client, and anything consequential waits for a person. For firms with strict requirements, Oido can run inside your own infrastructure on Enterprise.