Organized tax invoices
The workflow separates purchase and sales invoices, identifies outstanding items and helps the accounting firm avoid relying on clients to send files manually.
Automation for accounting firms
An AI agent to reduce manual work at your accounting firm.
A focused workflow to sync invoices, orders and documents between your client's system and your accounting firm's system, with less data entry, fewer errors and faster daily work.
What the agent does
Syncs purchase invoices
Syncs sales invoices
Organizes orders and tax documents
Collects information from the client's system
Sends data to the accounting firm's system
Reduces manual data entry
Reduces posting errors
Alerts you when processing fails
Shows outstanding items by client
Records an operational history
Updates spreadsheets, systems or dashboards
Helps your team save time at closing
Operational accounting automation
Fewer lost invoices, less data entry and less rework at closing.
The challenge is not selling a generic integration. It is getting invoices, documents and information from clients to the accounting firm in an organized way, with history, outstanding items and less manual intervention from the team.
Documents between client and firm
Orders, XML files, receipts and tax documents can be collected, checked and routed to the right process.
Less manual posting
Automation reduces copying and pasting between systems, spreadsheets and dashboards, reducing operational errors and rework at closing.
Visible outstanding items by client
Processing failures, missing invoices and incomplete documents are recorded for the team to track.
An organized tax workflow
From client documents to closing, with traceability.
Automation tracks how information moves, flags outstanding items and helps the accounting team work with less manual chasing and greater predictability.
1
The client generates or receives invoices, orders and tax documents
2
Automation collects and organizes the required files and information
3
Data is synced or routed to the accounting workflow
4
Outstanding items and failures are visible for the team to track
5
Closing becomes faster, with less data entry and rework
Frequently asked questions
Common questions about automation for accounting firms
Is accounting automation just systems integration?
No. Integration is a means to an end. The goal is to reduce manual data entry, rework, transfer failures and outstanding items between clients and the accounting firm.
Which documents can automation organize?
It can organize purchase invoices, sales invoices, XML files, orders, receipts, tax documents and information used in accounting close.
Does it work even when each client uses a different system?
Yes. The workflow is designed around each client's real processes, using files, APIs, spreadsheets or systems where it makes sense.
How does the team know when something has failed?
Automation can record history, flag processing errors and list outstanding items by client so problems do not only surface at closing.
Also on the Techaze blog (in Portuguese)
Resources for accounting firms
Articles about invoices, documents, outstanding items, closing and choosing processes with less manual data entry.
Accounting
Automation for accounting firms: tax invoices, documents and closing with less rework
How to organize invoices, tax documents and outstanding client items, and reduce rework at closing.
Read article (Portuguese) →PlanningHow to choose business processes to automate with AI
Criteria for choosing repetitive, measurable accounting workflows before automating them.
Read article (Portuguese) →ComparisonAI automation vs. traditional automation: the practical difference for businesses
When to use fixed rules, when to use AI and how to combine both in operational workflows.
Read article (Portuguese) →Implement it in your accounting firm
Less manual data entry, less rework and a faster team
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