Eltherion
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AI automation · Accounting Firms

AI automation for accounting firms

Accounting firms spend a huge share of every month chasing documents, keying in receipts and invoices, and answering the same client questions. We build AI automations that collect, read and organize client documents, prepare reconciliations for review and keep clients informed, so your team spends its time on advice.

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What we automate for accounting firms

01

Client document collection

Clients get personalized checklists and reminders until every statement, receipt and form is uploaded, with progress visible to your team.

  • Client portal
  • Email
  • SMS
02

Receipt and invoice processing

AI reads receipts, bills and invoices, extracts vendor, amount, date and category, and posts them for one-click approval.

  • QuickBooks Online
  • Xero
  • Dext
03

Reconciliation prep

Bank and card transactions are matched against records and only the exceptions are surfaced for an accountant to review.

  • QuickBooks
  • Xero
  • Bank feeds
04

Month-end reporting

Standard monthly packages are compiled and drafted with a plain-English summary for the accountant to finalize and send.

  • QuickBooks
  • Excel
  • Google Sheets
05

Tax season intake

Organizers are sent, completed data is checked for missing items and returns are queued for preparers in priority order.

  • Tax software
  • Client portal
06

Client questions

An assistant answers routine questions about deadlines, documents and status from your knowledge base and the client's record, escalating anything advisory.

  • Website chat
  • Email

Works with the tools you already use

  • QuickBooks Online
  • Xero
  • Karbon
  • Canopy
  • TaxDome
  • Dext
  • Microsoft 365
  • Google Workspace

Built safely

Accountants approve every posting and every client-facing number. Client financial data stays in your systems with role-based access and full audit logs.

  • Clear scope and price before work starts
  • Human approval where it matters
  • Monitoring and full activity logs
  • Senior US team, 500+ products shipped

Common questions

Can AI process receipts and invoices accurately?

Modern AI document processing is very good at extracting vendor, date, amount and line items, and we add validation rules and human approval so mistakes are caught before anything is posted.

Does it integrate with QuickBooks and Xero?

Yes. Both have strong APIs, and most of our accounting automations post directly into them after approval.

What's the best first automation for a bookkeeping firm?

Document collection and receipt processing usually save the most hours first, because they touch every client every month.

Is client financial data safe?

We keep data in your accounting systems, encrypt it in transit and at rest, use AI providers that don't train on your data, and log every action.

AI automation for other industries

Ready to automate your accounting firm?

Tell us which work eats the most hours. We'll show you what to automate first and what it costs. Free, no obligation.

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