AI for accounting firms in Québec
Client documents arrive late, incomplete and in every format, and chasing missing pieces eats into your busiest weeks. AI sorts and reads documents, follows up on what's missing and gives your team a private assistant, so accountants spend their time on the work clients pay for.
30 minutes, no obligation. We tell you plainly if AI isn't worth it for you.
Where accounting firms lose the most time
AI for accounting firms means tools that sort and read client documents, request missing items automatically and answer internal questions from your own files, on infrastructure that keeps client information private. It is designed for accounting and bookkeeping firms in Greater Montréal and the rest of Québec that want to get through the busy season without adding staff.
Sorting client documents
Receipts, statements and slips arrive by email, by upload and as paper scans. Someone has to open each one, identify it and file it in the right client folder.
Chasing missing documents
Every season starts with the same list of missing items and the same reminder emails, sent one client at a time.
Answering the same internal questions
Where is last year's file, how did we handle this case, what does the engagement letter say: the answers exist, but finding them takes time.
What AI can do for accounting firms
Automatic sorting and reading of documents
AI identifies each document a client sends, extracts the key information and files it in the right folder, ready for review.
AI automation →Reminders for missing documents
The system compares what each client sent with what you need, and sends personalized reminders until the file is complete.
AI automation →A private internal assistant
Your team asks questions in plain language and gets answers from your own procedures and past files. It runs on private infrastructure, designed with Law 25 in mind, so client data isn't sent to public AI services.
Private AI and Law 25 →Answers to routine client questions
An AI agent answers routine questions about deadlines, required documents and how to send them, and passes anything specific to your team.
AI agents →Want to know which part of your season AI could take off your plate? Book your free diagnostic.
Frequently asked questions
Tax slips and statements can be read by a model running on infrastructure dedicated to your firm, never by a public chatbot. Where the files live is written into our agreement.
No. AI sorts, extracts and drafts; your team reviews and decides. Important actions always go through a person.
We connect to the software you already use whenever it allows it, and most modern accounting and document tools do. We test the connection on a real client file before you commit.
Ideally a few weeks before your busiest season, so the system is tested on real files before the rush.
It helps by keeping client data private, but compliance also depends on your own policies and processes, and our advice is not legal advice.
Yes, if you want that. AI can read a photo of a receipt or a slip and file it like any other document, ready for review.
Spend your busy season
on the real work.
Bring us the list of what slowed you down last season. In 30 minutes, we tell you which of those tasks AI can take over, and which ones aren't worth automating.
Book your free AI diagnostic30 minutes, no obligation. We tell you plainly if AI isn't worth it for you.