AI for accounting firms
Artificial intelligence for your accounting firm
Neo is installed on every computer in the office and does the first part of the work: it finds the rule, counts the deadline, prepares the letter and sorts out the papers. The judgement stays yours.
In an advisory firm the same tasks come back every day: client questions to check against the law, deadlines that cannot slip, official notices to answer and piles of documents to read. Neo does that work in seconds and puts it in front of you to review.
Queries with the article at hand
Labour, tax, Social Security and the self-employed, with the rule and the source beneath every answer.
Collective agreements
Pay, working hours, leave and holidays under the agreement for the relevant province and sector.
Deadlines with the official calendar
Working and calendar days, extensions and payment periods, with the due date in your diary.
Letters to review
Replies to official notices, submissions and appeals on your letterhead, ready for your signature.
Documents and Excel
Reads PDFs, scans and spreadsheets; filters, adds up and prepares reports.
Several workstations
Each computer with its own Neo, with a shared folder and log across the office.
Examples
This is how you would ask
«How many days of holiday is an employee who started in March entitled to?»
«I have received a notice with ten working days: when does it expire?»
«Prepare my reply to the notice using the data in this PDF.»
Frequently asked questions
Does it replace the advisor?
No. Neo searches, calculates and drafts, but the decision and the signature always belong to the professional. It is a colleague who gets work done ahead of time, not the one who answers to the client.
Does it file returns or sign for me?
It does not file returns or sign on anyone’s behalf. It leaves the work prepared so that you review it and file it as always.
Does it work with the software we already use?
Yes. Besides reading your documents, it learns the screens of your management and accounting software, including other vendors’, and can operate them by voice or text.
How is it purchased?
Per workstation, with the artificial intelligence included. We prepare the quote according to the computers in the office and you can try it beforehand.