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HomeAI for accounting firms

AI for accountants,
where it pays.

The inbox firstPOPIA-alignedAn answer in 24 hours
See Custom AI AI email assistant

How can an accounting firm use AI in South Africa?

Start where the hours go: the client inbox (sorted by urgency, routine questions answered from your own answers, the rest drafted for a person), the website (fee and document-checklist questions answered and new-client enquiries emailed to you), and the repeat work in your own process, which a custom build can take on. You keep the judgement and the sign-off; SARS submissions stay with you.

Custom AI is scoped and quoted per firm: describe the problem on the Custom AI page and get an approach, a timeline and a number within 24 hours.

Match the tool to the job

Which product
for which job.

The jobWhat fits
The client inbox at month-endThe Email AI BotScores every email, answers routine ones, drafts the rest
"What do you need from me for my return?"The website chatbotAnswers from your checklist, emails each enquiry to you
Clients who need quotes and invoicesBookkeeping & InvoicingA year-end pack laid out for ITR14, ITR12 or TT03
A step in your own processCustom AIScoped from the problem, built for your firm
Where firms start

Small jobs,
every week.

The inbox

Month-end and filing season bury the inbox. The Email AI Bot scores every email for urgency, answers the routine ones from the answers you give it and drafts the rest for a person to send.

The website

The website chatbot answers fee and document-checklist questions at any hour and emails each new-client enquiry to you. It never gives tax advice; you tell it to hand anything like that to a person.

Your own process

When the repeat work is specific to your firm, a Custom AI build is scoped from the problem, built on your data only, documented and handed over with a walkthrough.

Your clients' books

Small clients who issue quotes and invoices can run Bookkeeping & Invoicing: VAT kept apart by type, and a year-end pack laid out for the return you or they submit on eFiling.

Questions

AI for accountants
questions.

No. It takes the repeat work (sorting mail, answering the same questions, chasing) so the firm spends its hours on judgement and advice.

Builds are trained only on your firm and handled in line with POPIA; your data is never pooled with another client or sold.

No. You or your client submit on eFiling; the tools prepare and organise.

It is scoped from the problem. Describe it on the Custom AI page and you get an approach, a timeline and a number within 24 hours.

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