AI Solutions for Accounting Firms
AI for gestorías and advisory firms, oCR of invoices and receipts, client WhatsApp bot, VAT classification and automatic document chasing.
What AI for Accounting Can Do for Your Business
- Invoice & Receipt OCR: Our typical gestoría rollout includes invoice OCR that reads supplier bills, expense receipts and payroll summaries and pushes clean entries into your existing accounting software (via its API or our robotic UI layer when no API exists); a client WhatsApp bot that answers 80% of recurring questions (where's my VAT return? when's my payroll paid? what's my quota this quarter?); and document-chasing automation that sends personalised WhatsApps until the client finally uploads.
- Client Q&A Bot (WhatsApp): Clients ask the same 20 questions every month. The bot answers instantly from your data, iVA due date, payroll amount, SS quota, model 130 owed, etc.
- Document Chasing: The AI remembers which client still owes which document, nudges them on WhatsApp with personalised messages, and stops when the file lands.
- VAT & AEAT Classification: Automatic suggestion of VAT rate, accounting account and AEAT model row, your accountant only confirms, doesn't type.
- Specialist Routing: Labor questions go to the labor specialist, tax to the tax specialist, contable to contable. AI reads the message and routes with context.
- Any Language for International Clients: Our bilingual team ships English and Spanish content natively. Your AI agent speaks your customers' language without awkward translations.
- Your Own Chat, Not Only WhatsApp: WhatsApp is one channel, not the plan. We build real-time chat straight into your own website or app, as we did for Boathous and ReservPark, and connect Instagram, web chat, email or the phone line to the same assistant, so the conversation lives where your customers already are.
- Fits the Tools You Already Run: Our bilingual team ships English and Spanish content natively. Your AI agent speaks your customers' language without awkward translations.
How We Build Your AI for Accounting
- Recurring-Question Audit: We pull the last 3 months of client messages from your business advisors and cluster them into the top 20 recurring questions.
- Knowledge Base from Your Data: Client-level data from your accounting software (payroll, VAT, due dates) becomes the source the bot quotes from.
- OCR Pipeline: Drop folder or WhatsApp-to-inbox, the AI reads, extracts, validates and pushes clean accounting entries into your existing accounting software.
- WhatsApp Bot Launch: One number per office or client, clients start chatting immediately.
- Chasing Automation: Monthly document checklists go out automatically with escalating reminders.
- Tuning Against Real Conversations: We review conversations weekly for 2 months and update the knowledge base until the answer-rate plateaus.
AI Technologies We Use
From self-hosted open-source models to cloud APIs, we choose the right tool for each ai for accounting use case.
Related services
Neighbouring problems we also solve, in case the one that brought you here is not the first to tackle.
AI for Accounting: FAQ
Which accounting tools do you integrate with?
Any of the major Spanish and international accounting platforms. If yours has an official API we use it; if it only has a UI we automate it via RPA. What we won't do is force you off your current tool. And we don't build on top of any single accounting SaaS, our logic lives in custom code.
Will the bot give incorrect tax advice?
We explicitly instruct the bot never to interpret law. It answers from your firm's knowledge base and client-specific data. For anything interpretive, it escalates to the human specialist.
Can clients upload documents via WhatsApp?
Yes, that's actually how most of our clients run it. Clients send a photo of a receipt, the AI confirms reception, extracts fields and asks only the missing ones.
How much does it cost?
A setup plus a monthly, both driven by how many client accounts you handle and which accounting tools you already run. ROI is usually under 4 months from 80 client accounts upwards. Tell us your numbers on a free call and we quote yours in writing.
Is it GDPR compliant?
Yes, eU hosting, encrypted at rest, role-based access. For sensitive data we offer an on-prem option with an AI model hosted on your own server so zero client data leaves your infrastructure.
Do you work with businesses across Spain and internationally remotely?
Yes. We work fully remotely with clients across Spain, Europe, the US and LATAM. We run video calls, live demos and collaborative documentation for every milestone, and we're available in your time zone.