AI for accountants who chase less paperwork
Your clients are told in good time what they need to send, the usual questions answer themselves and your team spends more hours giving advice.
Your practice, with its own AI team
This is how your AI team would work on an ordinary day. Click a robot or an example to see it at its desk.
Automation examples for your practice
AI for accountants is a set of automations that requests documents from each client, sends deadline reminders, sorts email and answers repeated questions. At Aventib we adapt it to tax, payroll and accounting firms and to gestorías (Spanish administrative agencies), connecting it to the email and tools you already use, with information handled in line with GDPR.
What fills the day at an accounting or tax practice?
Asking for invoices again and again
The quarter-end comes round and half your clients have not sent their invoices. You have to email, call and email each of them again.
Deadlines that rely on memory
Each client has their own obligations and dates. Tracking them with spreadsheets and loose notes is risky as your client list grows.
The same questions, every month
When is VAT due? What do I need to register a new employee? Simple questions that interrupt work that needs concentration.
An inbox that never lets up
Notifications, client documents, questions and notices from public bodies all arrive mixed together in the same inbox, and you have to read them all to sort them.
How AI for accountants automates your practice
Tell us what you need
Automatic document collection
Before each deadline, every client receives a request listing what they need to send and a link to upload it. If they do not respond, reminders follow. Your team sees in one list who has sent everything and who has not.
Deadline reminders for clients and team
Using the calendar of obligations you record, the system tells each client what is due and alerts the team to pending files with days to spare.
Assistant for common questions
It answers general questions you have approved, such as which documents are needed or the payment calendar, on WhatsApp or by email. Questions that need professional judgement always go to an advisor.
Email and tasks in order
Incoming emails are sorted by client and type, attachments are saved in the right folder and tasks are created for the person responsible. You start the day knowing what is waiting.
AI for payroll and employment advisors
For new starters, leavers and payroll changes, the assistant collects the employee's details with a guided form and prepares the file for the advisor to review and process.
How a quarter-end week works
An example of how it works. Every business is set up to fit.
- Requests sent
All self-employed clients receive a message with the list of documents for the quarter and a link to upload them.
- Reminder to those still missing
Clients who have not sent anything yet receive a second reminder. Those who have already sent their documents receive nothing more.
- Question passed on
A client asks whether they can deduct a particular expense. The assistant gives no opinion and creates a task for their advisor with the question.
- To-do list
The team receives a summary of who has sent their documents, who has not and which files can now be prepared.
Benefits of AI for accountants and tax advisors
Reminders work for you in the weeks beforehand and documents arrive earlier, with fewer last-minute rushes.
The time saved on calls and emails can go on reviewing cases, planning with clients or taking on new ones.
Every client knows what they need to send and when, which means fewer things forgotten and a better relationship with the practice.
How we set up AI for accountants for you
- 1
We listen
We get to know your client base, the areas you cover, the practice software you use and where repetitive work piles up each month.
- 2
We make a proposal
We set out a phased plan, usually starting with document collection, with the messages and rules that will apply.
- 3
We put it live
We test first with a small group of clients, gather feedback from the team and make adjustments before rolling it out to everyone else.
- 4
We measure and improve
We review how quickly documents arrive, questions answered and time spent on admin to keep fine-tuning every quarter.
Frequently asked questions about AI for accountants
What AI should a tax advisory firm use?
There are already specialist tools for the technical work. Where most time is usually saved is in day-to-day admin: requesting documents, sending deadline reminders and sorting email. At Aventib we focus on that part and connect it to what your practice already uses.
How do you automate a small accounting practice or gestoría?
Start with the task that repeats most, which is nearly always collecting documents. Once that is working, you add deadline reminders, email sorting and answers to common questions. Going step by step avoids changing everything at once.
Can AI for accountants give tax or employment advice to my clients?
No. The assistant only answers general and admin questions you have approved. Any question that needs regulations interpreting or a specific case assessing goes to an advisor at the firm.
Is it safe to handle client data with AI?
It can be done safely if the tools are chosen carefully and set up in line with GDPR, with limited access and no more data stored than necessary. We explain which data is handled and where, and recommend you review it with your data protection officer.
Does it integrate with my accounting software?
It depends on the software and the connections it allows. In many cases we can link document collection to shared folders or to the software itself. We check this at the start so we do not promise something your tool cannot do.
How much does AI for an accounting practice cost?
It varies with the number of clients, the areas you cover and what you want to automate. We do not give generic prices. First we understand your practice and then we send you a clear proposal with the scope of each phase.
Shall we talk about your business?
We'll reply with a first idea of how we can help. No commitment.