Automation & AI for accounting and advisory firms

At an accounting firm the bottleneck is almost never knowledge: it's the keyboard. Every client sends their invoices however they like — PDF, photo, upside-down scan — and someone on the team types them one by one into the accounting software. At quarterly filing time, that "someone" is the whole team.

What we automate at an accounting firm

• Client invoice intake: automatic extraction of the data (issuer, base, VAT, withholding) and posting into your accounting software, with human review only for the doubtful ones.
• Bank statements and reconciliation: transactions match themselves against invoices; the team only looks at exceptions.
• Client reminders: the monthly "please send your invoices" chase sends and escalates itself.
• Tax filing preparation: the data arrives aggregated and reconciled at filing time, not as a folder waiting to be sorted.
• Client reporting: each client's monthly or quarterly summary builds and sends itself.

Our invoice automation guide explains the technical detail of the most common process.

Where we start

Never with "automate everything": with the process that eats the most hours, which at a firm is usually document intake. A free 30-minute audit is enough to tell you whether there's a business case; then a 4-week pilot at a fixed price on your real data, measured in hours before and after. The details are in the Caelion Method.

Our experience

We come from building data and automation systems in banking and fintech, where a mismatch is not an anecdote but an incident, and in industries where document flows move millions. That experience comes from our professional careers, not from Caelion projects — and it's exactly the rigour we apply to an accounting firm's processes, at SME prices.