Custom AI Automation for Accounting Firms

In practice

A more consistent way to handle that work.

CIG can automate intake and document-request sequences, classify incoming messages, summarize client information for review, create follow-up tasks, and route exceptions to the right person. An AI employee or agent can assist with approved administrative workflows without preparing unsupervised professional conclusions. Dashboards can show onboarding progress, missing documents, open requests, workload, and client-status indicators.

The outcome is practical: less chasing, better visibility, and more time for staff to apply professional judgment. CIG connects the workflow to the firm’s current tools where possible, documents the process, and keeps human approval at the points that matter. A firm might begin with recurring document requests or onboarding status, then expand after the team sees a reliable process. The right scope depends on the firm’s systems, volume, and controls, so CIG begins with an intake instead of a one-size-fits-all price. The first build can target a narrow recurring process, with permissions and review points agreed before any broader rollout. This gives the firm a practical way to learn what improves service without disrupting professional review. It also makes ownership clear for staff during busy periods and routine client follow-up.

Start an accounting workflow intake or call 904-664-7032.