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ACCOUNTING FIRMS
AI agent for recurring bookkeeping in accounting firms
Monthly books across several clients should not depend on hours of typing: the agent classifies invoices and entries, reconciles each month and flags what does not balance before it drags into the year-end close.
AI agent for recurring bookkeeping in accounting firms
An AI agent for recurring bookkeeping in accounting firms integrates with your tools and current flow, with human supervision and traceability. Before automating we define the task, exceptions and success criteria.
We work from Barcelona and Madrid and remotely across Spain, Europe, LATAM and the United States. The agent adapts to your sector and real process, not the other way round.
We hand over the agent, its configurations, repositories and documentation in accounts owned by your company, without lock-in and with the ability to audit or rotate credentials.
Monthly books across several clients should not depend on hours of typing: the agent classifies invoices and entries, reconciles each month and flags what does not balance before it drags into the year-end close.
THE CHALLENGE
recurring bookkeeping in accounting firms
In recurring bookkeeping in accounting firms, manual work is slow, depends on staff and leaves room for error; automating it without knowing the sector's flow is a risk. The difference is an agent with rules, exceptions and control, built for your operation.
Repetitive monthly and quarterly cycles
Recurring taxes and settlements are prepared each period with identical tasks.
Errors from manual repetition
Copying and adjusting data each period introduces errors that are hard to spot.
Deadlines depending on each client
Each client has different due dates the team must remember.
APPROACH
recurring bookkeeping in accounting firms
An agent with rules, exceptions and milestone control, adapted to your sector.
Period preparation
The agent gathers each client's period data.
Settlement calculation
It computes recurring taxes and settlements per regulation.
Document generation
It prepares the forms and vouchers ready to file.
Manager validation
The manager reviews and approves before filing, with the decision recorded.
DELIVERABLES
recurring bookkeeping in accounting firms
An operational, traceable agent under your control.
Period settlement
The period's tax or recurring settlement calculation.
Completed forms
Official documents prepared for filing.
Due date calendar
Each client's deadlines with advance alerts.
History per client
A record of past settlements to compare periods.
TRUST
AI applied to real sector processes with supervision
AI agents adapted to your sector's real operations since 2008, with human supervision, traceability and milestone control in Barcelona, Madrid and remote. Code and documentation under your control, without lock-in.
- Adapted to your sector's real operation.
- Human supervision with milestone and exception control.
- A measurable first release before expanding scope.
- Code, configurations and documentation under your control.
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