For accounting and bookkeeping practices
Stop Chasing Documents. Start Closing Files.
Automated document collection, client onboarding, and monthly reporting — built for your practice in 5 weeks. Less chasing. More billing.
Accounting Firm AI Starter is a done-for-you build offered by Crescent AI, an AI automation agency helping small and medium businesses automate repetitive workflows without hiring in-house AI engineers.
5 WKS
From kickoff to live
30-40%
Time saved on document collection each period
FIXED
Price agreed upfront, no surprises
My front desk was spending most of the day on the phone — booking appointments, chasing insurance pre-authorizations, and following up on outstanding direct billing submissions to extended health plans. WCB claim follow-ups alone were eating an hour a day. Crescent AI automated all of it. Reimbursements come in faster, no-shows dropped, and my team actually leaves on time.
Physiotherapist · Calgary, Canada
The Problem
Document chasing is the hidden cost eating your practice
Every tax return, every BAS, every year-end — you spend weeks chasing the same clients for the same documents. It is not complexity killing your margins. It is follow-up.
Clients submit documents late, in the wrong format, or incomplete — every single engagement
Onboarding new clients requires weeks of back-and-forth over email
Monthly reports are assembled manually from data that could be pulled automatically
Staff spend hours on client communication that does not require a qualified accountant
How we build it
How We Build Your Accounting Firm AI System
We audit your workflows and confirm compatibility with Xero, MYOB, or QuickBooks in Week 1, build document collection flows for each engagement type in Week 2, configure client onboarding automation through Week 3, set up templated reporting and a searchable knowledge base by Week 4, train your team, and go live in Week 5 with monitoring.
Practice Workflow Audit
Week 1We map how document collection, onboarding, and reporting currently run — and confirm compatibility with Xero, MYOB, or QuickBooks before building starts.
Document Collection System Build
Week 1-2Requests, reminders, and completion tracking are configured per engagement type: individual, company, trust, and SMSF.
Client Onboarding Automation
Week 2-3Engagement letters, ID requests, and initial information flows are built to guide new clients step by step, without you in the middle.
Automated Reporting & Knowledge Base
Week 3-4Monthly client-facing reports are templated from your data, and common questions are made searchable for staff and clients.
Staff Training & Go-Live
Week 5A walkthrough with your team, tested against real client data, then the system goes live with a first week of monitoring.
What's included
What Gets Built in 5 Weeks
You get customised document collection flows for individual, company, trust, and SMSF engagements, client onboarding automation that guides new clients through your entire setup process, templated monthly reports generated from your data, an internal knowledge base of common questions answered automatically, and full documentation for your non-technical staff.
Document Collection System
Clients get an automated request for the specific documents you need — by engagement type, by deadline. Reminders go out automatically. You get a notification when everything is in, not when something is missing.
Client Onboarding Automation
New clients are guided through your onboarding process step by step. Engagement letters, ID requests, and initial information — handled without you in the middle.
Automated Monthly Reports
Client-facing reports generated from your data each month. You review and send — the assembly and formatting is done for you.
Internal Knowledge Base
Common questions from clients and staff answered automatically from your own policies. Cuts the time spent answering the same question for the fifth time.
Handover & Training
Full documentation and a walkthrough for your team. Built to be managed by non-technical staff without ongoing outside help.
Coverage
Systems for Accounting and Bookkeeping Practices
Accounting systems we integrate with
Fit check
This is built for you if…
You're spending too much time on client communication instead of billable work, document chasing delays your deliverables every month, you onboard several new clients regularly, your team handles tasks a system should handle, or admin costs are growing faster than your client revenue.
Practice owners who spend too much time on client communication and not enough on billable work
Firms where document chasing delays work every month without exception
Bookkeeping practices onboarding several new clients per month
Accountants whose team handles tasks that a system could handle instead
Any practice where admin cost is growing faster than client revenue
Why Crescent AI
Why Choose Crescent AI for Your Accounting Practice
Where the risk sits
Fixed price. Five-week build. Scope locked before we start — no surprises at invoice time.
Start your project
Start with the Audit. Not a Sales Call.
30 minutes. We map the workflows eating your team's time, rank your top automations by ROI, and tell you honestly what's not worth touching yet. You get a written summary. No slide deck. No pitch.
Five weeks. Fixed price. Document chasing and reporting handled automatically.