AI for Accountancy & bookkeeping
AI for accountancy and bookkeeping firms that helps collect client records, prepare document data and give staff faster access to practice knowledge.
Built around your business
The deadline is fixed, but the information rarely arrives together. A client sends one document by email, another through a portal and the rest only after a reminder. Meanwhile, staff are rekeying invoice details and asking colleagues how to handle a familiar administrative exception. Capacity disappears into the work around the work.
Voxd helps practices reduce that preparation burden. We can organise incoming records, prepare targeted follow-ups and build a usable source of internal guidance. Accountants and bookkeepers retain responsibility for classifications, advice and submissions, while AI helps make the material arriving at their desk more complete and easier to review.
Track which administrative items have arrived and prepare reminders that ask for what is still missing. A structured intake process can connect messages to the relevant client and period. Staff review uncertain matches, so a generic chase does not become another confusing message in the client relationship.
Extract agreed fields and present the source alongside the draft record. Flag missing references, inconsistent amounts or uncertain interpretation for the bookkeeper. The goal is a more efficient review queue, with accounting treatment and final posting kept within the practice’s approved process.
Help colleagues find current onboarding procedures, software guidance and internal working instructions. Source references support checking and a maintained library reduces dependence on one experienced person. Technical advice should remain under professional review rather than being inferred from a general-purpose answer.
Find your starting point
Explore the work behind each opportunity. Start with the problem that matters most to your team.
Reduce repeated administrative follow-up.
Coordinate onboarding information and tasks so clients and staff can see what needs to happen next.
Explore this serviceClassify incoming email, capture key details and route work to the right queue or owner.
Explore this serviceTurn invoices, orders, forms, PDFs and emails into structured information your systems can use.
Explore this serviceSupport checking and internal knowledge.
Extract invoice information, flag discrepancies and route invoices through your agreed approval process.
Explore this serviceHelp staff find reliable answers across company documents and systems, with links back to the source.
Explore this serviceHelp turn approved interviews, notes and working documents into organised guidance for the next person.
Explore this serviceEquip staff and make review explicit.
Introduce Copilot with practical use cases, prepared information and support for the people using it.
Explore this serviceHelp staff practise relevant tasks and build repeatable approaches using the tools available to them.
Explore this serviceDesign approval steps, ownership and traceable records into AI-assisted workflows.
Explore this serviceFrom a useful idea to working software
Voxd can join document handling, inbox workflows and internal knowledge into a practical staff experience. We start with the way your practice receives and reviews work, then identify where integration is possible. The aim is a process your team can own, with exceptions visible rather than hidden behind an apparently completed task.
Your first step
Choose one client-document workflow or a defined invoice stream. Establish the matching rules, reviewer and baseline effort. Test incomplete records and common exceptions, then compare chasing time, review effort and corrections before extending to more clients or reporting periods.
Talk through a pilotBefore you get started
We assess the available integrations and your review process first. A pilot may prepare records for checking before any posting integration is introduced, allowing the practice to establish data quality without changing the whole workflow.
The scope described is administrative preparation and retrieval of approved internal guidance. Professional judgements and final submissions remain with your team. Any proposed expansion should be assessed separately against the practice’s requirements.
Show us one recurring collection or preparation process. We will help identify an AI workflow that gives the deadline more breathing room.
Talk to Voxd