For accounting and bookkeeping firms
AI automation for accounting and bookkeeping firms, built on your own templates
Set up inside the tools your firm already uses.
Book a free Claude 101
What gets set up
- Automated document processingInvoices, receipts and statements read where they sit, with the totals checked before anything is used.
- Client reporting and month end packetsBuilt from your ledger into your own template.→
- Client intake and onboarding formsThat fill the engagement letter rather than a spreadsheet.→
- Drafted client email repliesWritten from your own files, checked by a person before sending.→
- A knowledge baseOver your policies, checklists and prior year files.→
Already running in other firms
Atlantic Labs has not yet run a project inside an accounting practice. The same setup already runs in wealth management, law, marketing, recruiting and events, and each part matches a job an accounting firm does every week.
At Strategic Wealth Partners, a wealth advisory firm, client statements from three custodians in three layouts are read, sorted and reconciled to the total printed on the page. When the figures do not tie out, the run stops. Invoices, receipts and bank statements are the same problem.
Works with the tools you already use
Your firm’s own Claude account
- QuickBooks
- Xero
- FreshBooks
- Plaid
- Gusto
- Dropbox
- SharePoint
- Google Drive
- Microsoft 365
- Gmail
Questions
You have not worked with an accounting firm yet.
Correct, and better said plainly. The reading, checking and reporting are the same jobs already running elsewhere.
Do client documents leave the firm’s systems?
No. The work runs in the firm’s own Claude account, and documents are read where they are already stored.
Who checks the numbers?
A person, every time, and a figure that cannot be traced back stops the run.
Where would it start?
Whichever job gets retyped most, usually document intake or the month end packet.
Start with the task your team repeats every week
Bring it to a free one-hour Claude 101, on Claude, the AI assistant made by Anthropic, and see what can be set up to take it off their desk.
Book a free Claude 101