AI Automation for Accounting & Professional Services
Automate the back-office grind — intake, reconciliation prep, client chasing.
Accounting and professional-services firms bill for judgement but spend their hours on data plumbing — collecting documents from clients, keying figures between systems, chasing missing paperwork, and assembling the same reports every month.
Oido agents handle the plumbing: they collect and file client documents, extract and reconcile figures for review, chase what's missing, and draft the recurring reports — leaving the judgement calls to your people.
More billable hours on advisory work, less on data entry, and month-end that doesn't eat the team.
What you can automate
- Collect client documents over email or chat, extract the figures, and file them where they belong.
- Prepare reconciliations and flag mismatches for a human to sign off — the agent does the matching, you do the approving.
- Chase clients for missing paperwork automatically until it lands.
- Draft recurring management reports and month-end packs from your own numbers.
Firms in accounting and professional services sell judgement but spend their days on data plumbing — collecting documents, keying numbers between systems, chasing clients, and rebuilding the same reports every month. Oido's job is to take that plumbing off qualified people so their hours go to the work clients actually pay for.
The agent does the matching, you do the approving
Reconciliation, document extraction, figure entry — the agent does the mechanical part and presents the result for review, flagging anything that doesn't tie out. Nothing is filed or sent without a human sign-off. You keep control of the numbers; you lose the keystrokes.
Stop chasing clients by hand
Missing receipts, unsigned forms, late statements — the agent follows up on its own, on the channel the client actually reads, until the document arrives. Your team stops playing collections and starts on the advisory work.
Month-end as a query, not a project
When the agent captures documents and figures as they come in, the recurring report is a draft it produces on schedule — not a two-day scramble. Your people review and advise instead of assemble.
Built for your firm, and kept confidential
Every practice has its own systems and its own review rules, so we don't hand you a template. We learn your workflow, build the agents, and stay on to adjust as your client base and software change. You keep ownership of hosting and data — self-hosted where client confidentiality demands it.