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Accounting firms: automate invoice entry, bank reconciliation and document research

Automate data entry, reconciliation and research to give time back to advisory work.

The situation

Data entry eats the advisory hours.

These sentences come up in meetings, before any audit. The last one rules out the obvious solution.

  • Data entry and reconciliation eat hours that cannot be billed at advisory rates.
  • Staff search for an answer in doctrine, in a collective agreement or in the firm’s files, and find it when they find it.
  • Professional secrecy forbids dropping a client file into a consumer tool.
Installation

Entry to the machine, advisory work to the staff.

Nothing is installed before the audit and the GO / NO-GO decision. The mission puts all of this into service once the GO is given.

ZDRNo retention of requests by the model provider

Invoice OCR and automatic reconciliation plug into your production tool. Then comes an AI agent backed by a RAG system, connected to the firm’s internal data: staff ask their question and get an answer grounded in the firm’s documentation, with its sources. A human review stays mandatory before any sensitive reply. Hosting in France, model calls configured for Zero Data Retention.

Deliverablesentry and reconciliation flows in production, a document agent with its sources, a monitoring dashboard, documentation, source code handed over.

The proof

What has already been delivered.

A case from this sector, anonymized: the starting situation, what was built, and what it changed.

Accounting firms

Find sources for a client response

Staff at an accounting firm searched manually for references in their files. An AI assistant connected to internal documentation now prepares answers and cites the documents used. Sensitive answers remain subject to human review.

The assistant is hosted in France and searches the firm’s sources using a RAG architecture. Staff receive references to check each answer before using it in advisory work.

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Going further

Move on to your case, or read another sector’s page.

What is written here holds for a sector. The audit measures what it is worth in your organization.

Audit

The audit, before anything else

It determines where AI creates value for you, at what cost and with what risks, then closes on a GO / NO-GO decision. No delivery budget is committed before it.

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