AI for small accounting firms and bookkeeping businessesAnswers from the books.
Judgment from you.
We set up the AI assistant your firm already uses to work with QuickBooks or Xero, your inbox and your own procedures. It drafts the client reply, pulls the numbers and preps the month-end summary. Your team reviews it, and the advice stays yours.
The weekly jobs, by team. And the package that covers each.
Client service
Customer service packageDraft a reply to this client about our document deadline, using our usual wording.Reply to customer emails
What does a new bookkeeping client need to send us, and in what order?
Who handles payroll questions? Write the handoff note.
Marketing
Marketing packageDraft this month's client newsletter in our voice.Every draft in your brand voice
Turn this article into three short posts, with our usual disclaimer.
New clients
Sales packageDraft a follow-up to the prospect I met this morning.Follow-up emails after calls
Which proposals have had no reply in two weeks?Spot deals about to slip
The books
Finance packageFinance answers from the QuickBooks or Xero files you connect and never changes a number. If you look after many client files, we check on the free call which to start with and how they fit your setup.
Draft the month-end summary for this client: headline numbers, what changed, what to watch.Month-end summary
Any duplicate bills or unusual charges in this client's October?
Which clients owe us for more than 30 days?Chase unpaid invoices
We don't answer phones. Here's what we do instead.
If you searched for AI for accounting firms, you've likely seen AI receptionists that answer client calls. We don't answer phones. We work on what sits behind the calls: the email your team sends, the numbers they quote and the summary they check before it goes out.
Ask it like a colleague. Get one clear answer.
The apps you already run. No new system to learn.
Many accounting firms also use practice management software such as Karbon. That isn't on our list of apps, so rather than promise anything here, we check how your setup fits on the free call.
App names are trademarks of their owners. Figure Hawk is not affiliated with any of them.
What to keep human. That is what clients pay you for.
Whether an expense counts, how to treat a gray area, what to file. Your assistant is set up to give no tax or legal advice. It gathers the facts; your accountant decides.
A bigger bill than expected or a missed deadline. Those belong to the person the client trusts.
It can draft the summary and flag odd entries. Someone qualified checks before anything reaches a client.
Approvals and a record of every request help you keep to your own standards. Check what your professional body expects before you start.
Set up for you. Usually in a week or two.
- 01A free callThirty minutes on how your week runs. You keep the shortlist either way.
- 02A plan you signWhat your assistant will do, who can ask for what and what always needs a person, with a fixed price in writing. Nothing is built until you sign.
- 03Set up and testedWe connect your apps, teach it your rules and test it on real work with two or three of your people for a week.
- 04Training and careA training session for the team, a tune-up two weeks in, then monthly care, required with every package: your servers maintained with security updates, plus fixes as your apps and rules change.
For a firm we usually start with your client email procedures and a few QuickBooks or Xero files, then add more. No technical staff needed: one person who knows how work flows, plus logins to your apps. Not sure where to start? The free AI audit maps your week first.
See every stepCommon questions. Straight answers.
How can a small accounting firm use AI?
Start with the repeat work around the books, not the judgment calls: client emails, month-end summaries, onboarding steps and follow-ups after discovery calls. Your assistant drafts and pulls the numbers; your team reviews and sends.
Does it work with QuickBooks and Xero?
Yes. The Finance package answers from QuickBooks Online or Xero, plus Stripe and bank feeds if you use them. It only looks, so nothing in the books changes. Bank and routing numbers are never shown.
Is it safe to use AI with client data?
Each person signs in as themselves and only sees what their role allows, and every request is saved with who asked and when. Your setup is private to your firm. Before you start, read your AI assistant's business plan terms and check your own professional rules.
Can it help a bookkeeping business with many clients?
It works from the client files you connect. We usually start with a few and add more once your team trusts the answers. How that fits your setup is something we check on the free call.