SOA maps your firm’s manual processes — client intake, document chase, reconciliations, reporting — and builds custom AI workflows that run them for you. Your team gets back to client work, not admin.
Every workflow is custom-mapped to your firm’s processes — not generic templates dropped in and forgotten. Filter by where you want to save time.
Intake forms, engagement letters, document collection, and CRM updates — fully automated from first contact to file open.
AI reads, classifies, and routes incoming documents — receipts, invoices, bank statements — without manual sorting.
AI-assisted bank reconciliation that flags exceptions, matches transactions, and generates summaries automatically.
Automated reminders, deadline tracking, and task assignment across your team. Never miss a filing deadline again.
Automated follow-ups, document requests, status updates, and satisfaction check-ins — personalised and scheduled.
Automated monthly financial summaries, KPI reports, and client-ready dashboards from your accounting software.
We don't hand you software and disappear. We do the work with you — from audit to launch.
Select a common accounting firm process to compare the manual vs. automated version.
