Is client financial data kept secure?

We use the minimum access needed, and the automation (n8n) can be self-hosted on your own infrastructure. We are happy to sign an NDA.

Does the AI post entries to our books by itself?

By default it prepares entries for a person to review and approve. You decide what, if anything, is posted automatically.

Can clients send documents from their phone?

Yes — by upload link, email, or a chat channel such as WhatsApp or Telegram, whichever your clients prefer.

Will it handle tax-season volume?

Yes. Workflows run in parallel and are tested with realistic volumes before launch.

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Accounting & Bookkeeping

Accounting · Bookkeeping · Tax

Spend tax season on the work, not on chasing documents

We automate document collection, data entry and client reminders for accounting, bookkeeping and tax firms — so your team stops chasing clients and closes the books faster.

Sound familiar?

Chasing clients for documents

Emails, calls and texts asking for the same statements and receipts — every month, and again at tax time.

Manual data entry

Receipts and bills arrive as photos, PDFs and email attachments, and someone has to key them in.

Follow-up that depends on memory

Your own invoices and client reminders only go out when someone remembers to send them.

What we automate for accounting & bookkeeping

Built with n8n and AI, connected to the tools you already use, and maintained after launch.

Document requests & reminders

Each client gets a checklist of what is missing, and reminders go out automatically until everything is uploaded.

Receipt & bill processing

AI reads receipts, bills and statements from email or uploads, extracts the key fields and prepares entries for QuickBooks or Xero for review.

Month-end close checklists

Recurring close tasks are created on schedule, assigned to the team and tracked until done.

Invoice chasing

Overdue invoices get polite, escalating reminders with a payment link.

Client onboarding

Engagement letters, intake forms and folder setup happen automatically when a new client signs.

Internal knowledge assistant

A RAG assistant that answers staff questions from your procedures, templates and internal guidance.

Example workflow

Example: monthly document collection

1On the 1st of the month, each client gets a personalized list of the statements and receipts you need.
2Clients upload by link, email or chat; files are renamed and filed in their folder automatically.
3AI extracts amounts, dates and vendors and prepares entries in your accounting software for review.
4Anything still missing triggers a reminder a few days later.
5Your team sees which clients are complete and who needs a call.

Works with the tools you already use

Common examples — if a tool has an API or an n8n integration, we can usually connect it.

QuickBooks Online
Xero
Google Drive
Dropbox
OneDrive
Gmail / Outlook
DocuSign
Stripe
Google Sheets
Airtable

Built in production

We run our own product on the same stack

Telography — the AI newsroom on this website — is built from 20+ production n8n workflows that find news, rewrite it with AI, create images and publish to Telegram on schedule, with a RAG assistant for support.

See Telography

Discovery call: We talk through your process, your tools and what you want to automate.
Proposal: You get a clear scope, timeline and fixed quote before any work starts.
Build & test: We build the automation and test it with your real data and accounts.
Handover & support: You get documentation and a walkthrough, plus support after launch.

Tell us about your workflow

Describe the repetitive work in your accounting & bookkeeping business. You get a clear scope and a fixed quote before any work starts.