AI automation for accounting and advisory firms
Every quarter, hours spent chasing invoices and typing in data. We automate document collection and AI invoice reading for accounting, advisory and professional services firms.
01Day-to-day today
Sound familiar?
- Clients sending invoices and documents through scattered channels
- Hours spent chasing paperwork every quarter
- Data typed in by hand from PDFs and photos
With AIXIS
Illustrative scenarioQuarter-end close without chasing anyone
Day 1
Each client receives a notice listing what they need to send this quarter
On receipt
AI reads invoices and receipts (PDF or photo) and extracts the data
Instantly
The data goes into the accounting software and is filed in order
Day 10
Automatic reminder only to those who still have something pending
Always
A dashboard with each client's status: complete, pending or with issues
02What we automate
What we can automate in accounting and advisory firms
- 01
AI invoice reading
Invoices and receipts in PDF or photo turned into data ready for accounting.
- 02
Document collection
Automatic reminders only to the clients who have something pending.
- 03
Client portal
One place where your clients upload documents and see their status.
- 04
Close dashboard
At a glance: which clients are complete and which have issues.
We connect with
- AI document reading
- Accounting software
- Client portal
- and the tools you already use
The AIXIS commitments
Four commitments.
No small print.
Automating part of your business is a big decision. So we make it easy for you from day one.
See the demo before paying in full
Before the final payment, you see your system working as a prototype. No paying for something you haven't seen yet.
AI always supervised
AI only carries out the tasks you authorise. Important actions require approval from someone on your team.
Documentation and training
Every automation is delivered with documentation, and we train your team to use it on their own.
No lock-in
Monthly maintenance can be cancelled whenever you want, with no penalties.
12 — Got an idea?
You don't need to know how.
Just what you want to achieve.
Tell us your idea. We'll work out how to turn it into a technology solution.
What do you have in mind?
Tell us.
You think it. We automate it.