AI Document Collection for Accounting Firms
From January to April, partner hours disappear into chasing source documents. The AI document-collection loop runs that chase automatically — then follows up proposals and keeps AR current so the firm's best people stay billable.
The leaks
- “Source-document chasing eats 80+ partner hours a season, January through April.”
- “Proposals to prospective clients stall with no consistent follow-up.”
- “Invoices age past due while the team is buried in returns.”
The loops that fix it
Each is installed on top of the tools you already run.
- Retention
AI Tax-Season Coordinator
Chases tax-document source files automatically January–April. Frees 80+ partner hours per season.
Runs 24/7 · escalates exceptions to your team - Recapture
AI Proposal Follow-Up Rep
Sends the follow-up nobody else has time to send. Day 3, day 7, day 14. Books the warm replies.
Runs 24/7 · escalates exceptions to your team - Recapture
AI AR Follow-Up Coordinator
Reads your QBO aging report every Friday. Runs the dunning cadence. Mini-Miranda compliant. Brings money home.
Runs 24/7 · escalates exceptions to your team
How the loops run
The same workflow, over and over.
Automate the document chase, follow up every proposal, and keep AR current — so partners stay billable.
Book a Free Revenue Leak Audit. We'll model it on your numbers.
Bring your call logs and lead sources. You leave with three install candidates ranked by payback and an honest go / no-go.
Book a Free Revenue Leak Audit