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AI automation for accounting and bookkeeping firms

Bookkeepers type what AI can read. Invoice intake with NAV cross-check, three-way matching, client document collection and a Monday digest move the firm from data entry to review and advice.

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Where the time goes

  • 01Clients send invoices as photos, PDFs and zip files at month end
  • 02Manual NAV checks and duplicate invoices
  • 03Chasing missing documents by phone

The numbers

  • Field-level extraction above 98% on clean invoices; exceptions go to a short review queue
  • 6–12 hours a week of invoice admin per client team, per the 2026 report

Start with these

Open this set in the configurator
  1. 01

    Supplier invoice vision OCR & NAV check

    Reads any invoice format line by line in seconds, verifies it in NAV Online Számla and uploads it to the invoicing tool ready for accounting.

    6–12 h/week · Recipe

  2. 02

    3-way matching (invoice vs PO vs delivery note)

    Compares the invoice with the approved order and warehouse receipt, filtering overbilling and invoice fraud.

    4–8 h/week · Recipe

  3. 03

    Intelligent email triage & reply drafts

    Categorises incoming email, filters spam, and prepares a 90%-ready reply draft from the company knowledge base for one-click approval.

    10–15 h/week · Recipe

  4. 04

    Zero-touch employee & client onboarding

    From one form it generates the contract, creates company accounts (email, chat, CRM) and sends scheduled training material.

    3–8 h/week · Recipe

  5. 05

    Bank statement & fuzzy payment matching

    Identifies transfers over a live bank connection even with a mistyped reference, flips the invoice to Paid and stops the dunning robot instantly.

    3–6 h/week · Recipe

  6. 06

    Weekly & monthly autonomous executive reports

    Every Monday 7:00 it combs finance, sales and CRM data and delivers a formatted executive PDF brief to decision-makers.

    3–5 h/week · Recipe

Frequently asked questions

Which accounting systems do you post to?

Billingo, Számlázz.hu, Kulcs-Soft, RLB60, Odoo and SAP through their interfaces; older desktop systems via file import or a browser agent.

Will my clients accept AI touching their invoices?

The AI reads and proposes; a bookkeeper approves. Nothing is posted without a human click, and that is written into your engagement letter.

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