From €1,500 excl. VAT
Less data entry, more time for your clients.
For accounting, law and consulting firms and B2B service companies in Bordeaux and Nouvelle-Aquitaine. Audit from €1,500 excl. VAT, first workflow from €2,400 excl. VAT.
Illustration · sample run
- Doc received
- AI reads itOpenAI, Claude, Mistral AI
- Accounting app
- Staff check
- Client chased
- 00:00Statement received (PDF)
- 00:01AI reads 12 fields
- 00:01Receipt missing, line 4
- 00:02Entries ready to approve
- 00:02waiting for staff check
- 11:40Approved by staff
- 11:41Client reminder drafted
- 11:42Reminder sent to client
Entered · client chased
Sample workflow for a firm: the statement is read, entries are prepared in the software, a staff member approves and the client is chased for the missing document. Names and values are fictional.
01The problem
Repetitive work eats billable hours.
AI automation for an accounting or law firm takes over reading and data entry, and a staff member approves every sensitive step. In a firm of 10 to 50 people, part of the week goes into sorting the shared inbox, re-keying invoices and statements, chasing missing documents and rebuilding the same dashboard every month. These tasks always follow the same steps.
02Workflows
Four workflows, illustrated step by step.
These workflows illustrate what we build, they are not client projects. Each one keeps human approval wherever a mistake is costly.
01 / Sorting the shared inboxIllustration
- Incoming email
- Filed by client
- Office checkhuman approval
- Sent to the right person
Each email is matched to the right client and file, with a summary and a priority. Doubtful cases stay in a queue to check.
ToolsOutlook or Gmail, list of clients and files
02 / Extracting invoices and statementsIllustration
- PDF received
- Fields extracted
- Staff checkhuman approval
- Entered in the software
Amounts, dates, VAT and supplier are extracted from the PDF, checked, then proposed for entry. The staff member corrects if needed and approves.
ToolsInbox or document system, accounting software or spreadsheet
03 / Chasing missing documentsIllustration
- Missing document
- Reminder drafted
- Manager approvalhuman approval
- Email to client
When a document is missing from a file, a reminder is drafted from the client's history. The person in charge approves it before it goes out.
ToolsFile tracking sheet, email
04 / Monthly reportingIllustration
- Month end
- Figures compiled
- Partner reviewhuman approval
- Report sent
The month's figures are gathered into the same template, with a written comment the partner reviews before it goes to the client.
ToolsPractice software, spreadsheet, report template
Illustration: steps and tools are given as examples. We adapt each workflow to your software during the audit or scoping.
No published client case in this sector yet: these workflows are illustrations, and the audit checks on your own documents what is worth automating.See the AI audit
03Data
Professional secrecy and client data.
A firm handles data covered by professional secrecy and its clients' personal data. We map that data before writing the first step, and choose the hosting accordingly.
- Data
- Accounting documents, client emails, file data
- Tools
- Your email, your document system, your accounting or practice software
- Hosting
- Accounts in your name, an EU-hosted model provider or masked fields if documents are sensitive
- GDPR
- Data kept to what is needed, processing described for your records, retention period agreed with you
04Pricing
What it costs, excl. VAT.
Start with the audit at €1,500 excl. VAT: your processes reviewed and a 90-day roadmap. A first workflow, such as invoice extraction, starts at €2,400 excl. VAT, with follow-up from €190 excl. VAT a month. An agent that acts in several tools is an AI Sprint, from €4,500 excl. VAT.
| Package | Duration | Price |
|---|---|---|
| AI audit + roadmap | 1 to 2 weeks | From €1,500 excl. VAT |
| AI automation | 4 to 5 working days | From €2,400 excl. VAT |
| Automation monitoring | Monthly, 3 months minimum | From €190 excl. VAT / month |
| AI Sprint | 2 weeks | From €4,500 excl. VAT |
05Questions
Questions from firms.
Book a callIs professional secrecy compatible with an AI tool?
Yes, if the data is processed within a framework you control. Accounts stay in your name, we can choose an EU-hosted model provider, mask names and amounts before sending, or keep some steps free of AI. We set that framework with you during the audit. Your profession's rules remain the reference.
Does it work with our accounting software?
Often, but not always directly. When the software has an API or a file import, the workflow drops the entries there for approval. Otherwise it prepares a file ready to import by hand. We check your software during the audit, and tell you what is possible before we price the workflow.
Does our staff need training?
A little. They keep their usual tools and approve what the workflow prepares for them. We plan an onboarding session at delivery and short documentation written for them. If a staff member needs to change a step themselves, we show them how to do it in your automation tool.