Insights · Accountancy · Workflow
Your inbox is your real work process
How to automate email handling at an accounting firm, without giving up control.
Sound familiar?
One email, three topics
Someone has to read it, work out which file it belongs to and pass it to the right colleague. Every day, dozens of times.
How it works
AI does the groundwork, people decide
- 1
Mail sorts itself
Incoming email is read automatically. Client, topic and attachments are recognised and end up with the right file and the right employee.
- 2
A draft reply from your own knowledge
An AI assistant searches the firm’s own files and knowledge base and prepares a draft reply, based on what you know and have recorded yourselves.
- 3
People decide
The employee reads the draft, adjusts it where needed and sends it personally.
- 4
Extensions at a glance
A dashboard shows which returns under the extension scheme are still open and whether the firm is on schedule.
Nothing leaves the office unchecked. The AI only searches your own files and knowledge base, not the internet. Your data stays yours and stays in Europe.
A tip for tomorrow, even without us
Count for one week
How many emails at your firm are only forwarded or filed? Keep a tally for a week, per employee.
That number is your business case.
Where does most of the time go at your firm?
Curious what workflow automation can do for your firm? We’d be glad to take a look with you.