Effortless Accounting with AI-Driven Automation
Accountants Challenges
Talent Shortage
Talent shortage of qualified accountants managing repetitive tasks or manual work like reconciliation and reporting.
Workload Pressure
Increasing workload and pressure contribute to low motivation, high turnover rate staffing, burnout, productivity challenges and loss in quality service quality.
Regulatory Evolution
Keeping up with constantly evolving tax regulations, requiring continuous education and adaptation straining resources or potential legal issues if not managed properly.
Technology Integration
Resistance to change. Firm may struggle with the integration of new technologies that enhance efficiency.
Market Competition
Cloud based software corporates are uberizing the market, collecting customers data and contacts to replace accountants in the future.
Operational Costs
High operational costs due to inefficient processes or low added value tasks sometimes for non profitable clients.
Our Solutions
Data-Driven Insights
RAG helps you to swiflty deliver accurate answers about customers situation and communicate as they were your sole client.
Automated Workflows
Agent AI streamline tasks such as reconciliation, tax filing, and financial reporting. It reduces stress, manual errors and improve the general efficiency. It really reduce workload for a better work-life balance.
Real-Time Compliance
Stay on top of regulatory changes effortlessly. Easily create training programs to attract and retain talents, improving job satisfaction.
Sovereign Cloud Solutions
Speeding up remote access to information, garanty client data security and avoiding uberization risks.
Why RAG & Agent-AI for Accountants Teams?
RAG is ideal for quantitative tasks that requires accuracy-critical in outputs.
Agent-AI automates repetitive tasks, helping your team focus on strategic decision-making. Your team will pass from doer to reviewer.
AI is efficient at data collecting, ingestion, organizing and processing unstructured data sent by customers in different format (e.g., general ledgers, bank statements, receipts, pdf of contracts). AI is efficient to translate such data into a journal entry and an accounting report.
Key Benefits
Real-time Insights
RAG provides context-aware outputs to your questions, delivering in a second accurate insights and citations of accounting principles and laws, improving efficiency in client communication.
Enhanced Accuracy
RAG trace backs response to the source documents, fostering greater transparency in decision-making.
Continuous Learning
Facilitating the staff training to reduce burnout risks. Improve skills on new regulations, tools or soft skills.
Work Satisfaction
RAG is a support system for employee well-being contributing to a high motivation and low turnover rate.
Scalable Processing
Reduce excessive workloads and overwhelming feeling. Reduce errors by automating data entry, reconciliation and reporting.
Use Cases
Monthly Reports
Preparing a monthly report? Let Agent-AI compile and format it for you. Make easily last minute changes.
Regulatory Compliance
Need to comply with complex and changing regulation? RAG highlights every recent regulatory changes. Automatically execute AML processes by email.
Training Programs
Continuous training programs to cultivate talents? Agent-AI automaticaly produces pratical training content to boost employee satisfaction and skills.
Data Analysis
Analyzing trends or complex contracts? Use RAG to identify patterns in financial data in administrated corporates to manage risks. Calculate loan interests or currency exchanges.
Document Management
Lost an invoice? Find it easily! Distribute automatically scanned documents into folders to reduce time losses.
Customer Follow-up
Need to follow up with customers to obtain documents? Agent-AI automatizes emailing to reduce workload and minimize errors.