# Less data entry, more time for your clients.

<https://klyx.fr/en/use-cases/professional-services>

From €1,500 excl. VAT

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.

## 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.

- A shared inbox sorted by hand every morning
- Invoices, statements and receipts re-keyed into the software
- Reminders for missing documents written one by one
- The same monthly report rebuilt in a spreadsheet

## 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.

### Sorting the shared inbox

Incoming email → Filed by client → Office check → 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.

Tools: Outlook or Gmail, list of clients and files

### Extracting invoices and statements

PDF received → Fields extracted → Staff check → 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.

Tools: Inbox or document system, accounting software or spreadsheet

### Chasing missing documents

Missing document → Reminder drafted → Manager 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.

Tools: File tracking sheet, email

### Monthly reporting

Month end → Figures compiled → Partner review → 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.

Tools: Practice 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](https://klyx.fr/en/services/ai-audit)

## 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

## 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.

- [AI audit + roadmap](https://klyx.fr/en/services/ai-audit): From €1,500 excl. VAT · 1 to 2 weeks
- [AI automation](https://klyx.fr/en/services/ai-automation): From €2,400 excl. VAT · 4 to 5 working days
- [Automation monitoring](https://klyx.fr/en/services/ai-automation): From €190 excl. VAT / month · Monthly, 3 months minimum
- [AI Sprint](https://klyx.fr/en/services/ai-agents): From €4,500 excl. VAT · 2 weeks

All prices exclude VAT.

[All prices](https://klyx.fr/en/pricing)

## Questions from firms.

### Is 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.

## Which process takes you the most hours?

Book a 20-minute call. We'll tell you whether the audit is worth it for your firm, before any commitment.

- [Book a call](https://klyx.fr/en/contact)
- [Get a free quote](https://klyx.fr/en/contact)
