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    Browse AI Automations

    Explore our library of pre-built AI workflows for your business.

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    14 automations found

    Missed Call Text-Back for Accounting Prospects

    When a prospective client calls but no one answers, an instant SMS goes out within 60 seconds offering to schedule a consultation — turning missed calls into booked appointments.

    StandardSaves 3-5 hours/weekFeatured

    When a prospective client calls but no one answers, an instant SMS goes out within 60 seconds offering to schedule a consultation. Converts missed calls into booked appointments instead of lost clients.

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    AI Voice Agent — Accounting After-Hours Receptionist

    AI voice agent answers every call after hours and during tax season peak volume — qualifying service needs, capturing contact details, and booking consultations without staff involvement.

    Standard
    Saves 5-8 hours/week
    Featured

    AI voice agent answers every inbound call after hours and during tax season peak volume — qualifying service needs (tax filing, bookkeeping, payroll, advisory), capturing contact details, and booking consultations on the calendar automatically.

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    Receipt & Expense Capture Automation

    Clients photograph receipts via SMS or a mobile link — AI extracts vendor, amount, date, and category, then posts directly to their accounting software, eliminating manual data entry.

    ComplexSaves 8-12 hours/weekFeatured

    Clients photograph receipts via SMS or a mobile upload link — AI extracts vendor, amount, date, and category, then posts directly to QuickBooks, Xero, or Sage. Eliminates manual data entry and reduces month-end reconciliation time by 60-80%.

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    New Client Onboarding Automation

    From signed engagement letter to active client in under 24 hours — automates intake forms, document collection, software access provisioning, and welcome communication.

    ComplexSaves 8-12 hours/weekFeatured

    From signed engagement letter to active client in under 24 hours — automates intake questionnaire delivery, document collection, engagement letter e-signature, accounting software access provisioning, and welcome sequence so staff spend zero time chasing paperwork.

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    Invoice Reminder & Collections Sequence

    Automated multi-touch reminder sequence for overdue invoices — polite SMS and email nudges at 7, 14, and 30 days overdue, escalating to a payment plan offer before collections.

    StandardSaves 4-6 hours/weekFeatured

    Automated multi-touch reminder sequence for overdue invoices — polite SMS and email nudges at 7, 14, and 30 days overdue, escalating to a payment plan offer and final demand letter before collections, so staff never have to make an awkward collections call.

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    Tax Deadline Reminder & Document Collection Drip

    Automated per-client reminder sequences kick off 8 weeks before each tax deadline — collecting documents, chasing missing items, and confirming readiness so nothing slips through.

    ComplexSaves 10-20 hours/weekFeatured

    Automated per-client reminder sequences kick off 8 weeks before each tax deadline — collecting documents, chasing missing items, and confirming readiness so no filing is missed or rushed. Covers personal, corporate, and partnership returns.

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    Proactive Client Status Update Drip

    Automated status updates sent at key milestones — documents received, return in preparation, under review, filed — eliminating inbound status calls and emails.

    StandardSaves 5-8 hours/weekFeatured

    Automated status updates sent at key milestones — documents received, return in preparation, under review, filed, and refund expected — so clients always know where things stand without calling or emailing the firm.

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    Payroll Pre-Run Checklist & Error Prevention

    Automated pre-run checklist validates hours, rates, deductions, and compliance items before every payroll run — flagging errors before they become costly corrections or late filings.

    ComplexSaves 4-8 hours/weekFeatured

    Automated pre-run checklist validates employee hours, pay rates, deduction changes, new hires, and compliance items before every payroll run — flagging exceptions to the accountant for review before submission, eliminating costly corrections and late remittances.

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    Post-Filing Review Request Sequence

    Triggered the moment a return is filed or a bookkeeping month is closed, a timely review request sequence captures client satisfaction at the highest-trust moment.

    StandardSaves 2-3 hours/weekFeatured

    Triggered the moment a return is filed or a bookkeeping month is closed, a timely multi-channel review request sequence captures client satisfaction at peak goodwill — converting happy clients into Google reviews and referrals.

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    Automated Monthly Financial Report Delivery

    Month-end close triggers automatic generation and delivery of P&L, balance sheet, and cash flow summary to each client — with AI-generated plain-English highlights.

    ComplexSaves 10-15 hours/weekFeatured

    Month-end close triggers automatic generation and delivery of profit & loss, balance sheet, and cash flow summary to each client — with AI-generated plain-English highlights calling out trends, anomalies, and action items, so every client feels like they have a CFO on call.

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    New Prospect Lead Nurture Sequence

    When a new lead submits a contact form, calls, or gets referred, an automated multi-touch nurture sequence warms them with value content and pushes for a booked consultation.

    StandardSaves 4-6 hours/weekFeatured

    When a new lead submits a contact form, calls, or gets referred, an automated multi-touch nurture sequence delivers tax tips, bookkeeping guides, and firm credibility content over 14 days — pushing for a booked consultation before they engage a competitor.

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    Bank Reconciliation Alert & Exception Flagging

    Automated daily bank feed sync flags unmatched transactions, duplicate entries, and reconciliation exceptions — delivering a prioritized exception report to staff each morning.

    ComplexSaves 10-15 hours/week

    Automated daily bank feed sync compares transactions against the general ledger, flags unmatched items, duplicate entries, and reconciliation exceptions, and delivers a prioritized exception report to staff each morning — turning a 3-hour month-end task into a 15-minute daily review.

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