AI in an accounting firm: what can an agent take off your staff's plate?

Examples of agents we build for accounting firms

Each agent is custom-built on your tools; a few examples:

• The missing documents agent: matches bank statements with the receipts received, then drafts a reminder to each client before the books close.
• The inbox agent: sorts incoming emails and documents, attaches them to the right client file and flags what needs a staff member.
• The purchase invoices agent: reads invoices received as photos or PDFs and prepares their coding in your accounting software.
• The deadlines agent: tracks VAT, annual return and payroll filing dates for each client and alerts the staff member a few days ahead.
• The onboarding agent: drafts the engagement letter and the list of documents to request after the first call with a new client.
• The client questions agent: drafts answers to routine questions about deadlines, documents to send or file status, from your notes and procedures.
• The review agent: spots gaps between the trial balance, bank statements and the prior year, and lists the items that need support.
• The year-end file agent: gathers the emails, documents and open items, and writes the summary note before the client meeting.
• The client dashboard agent: prepares a simple monthly snapshot of revenue, cash and expenses that a business owner reads without being an accountant.
• The firm management agent: shows the partner, file by file, how production is progressing and what is late before tax season.

Where does your staff's time go, outside the actual accounting?

At many firms, a good part of the week goes to chasing documents, answering the same questions, and digging for files scattered across email, shared folders and client threads.

None of that needs a CPA's judgment. An agent can take it over, so your staff spends their time on the client's file itself.

Can it chase clients for missing documents?

The agent compares what the file needs with what has come in: statements, invoices, receipts sent by email or dropped in your client portal. It keeps a list of what is missing, client by client, and drafts the reminder with the documents needed and the date you want them by.

The reminder goes out once a staff member approves it, or on its own for a simple reminder if you chose that. Files where nothing arrives despite reminders are escalated to the engagement manager.

Can it answer the questions clients keep asking?

Clients tend to ask the same things: a deadline, a document they need to send, where their file stands. The agent drafts the answer from your firm's own notes, procedures and templates, and cites the document each piece of information comes from.

On a tax or payroll question that needs real analysis, it pulls together the relevant documents and leaves the answer to the professional.

Can it prep a file before a client meeting?

Before a year-end review or a loan application, someone has to find the latest emails, the documents received and the open items. The agent gathers them and writes a summary in Word, or a short PowerPoint deck.

Every point links back to its source document, so your staff can check it in one click instead of reopening everything.

What stays with your staff?

Everything your firm is accountable for: approving entries, review, filings, advice, sign-off and the client relationship. The agent connects to your accounting software instead of replacing it, and does the preparation upstream.

Nothing goes to a client until someone on your team has approved it, except the simple messages you chose to automate.

What happens to our clients' data?

Your files stay in SharePoint, OneDrive or Dropbox. Saména reads them in read-only mode, only in the folders you pick, and keeps no copy.

What Saména retains is encrypted with a key unique to your firm. Servers are in France, the database is in the European Union. You choose the model: Claude, models from OpenAI, or Mistral if you prefer a French model. It runs in Europe and keeps none of your data. Saména can also run on your own servers or on a dedicated instance, and everything can be deleted on request.

How does setup work?

Our engineers know AI and they know business processes. They start by looking at how your firm works: which emails keep coming back, which files get built by hand, where the hours go. They tell you where an agent is worth it, then they build it and connect it to your tools.

It starts with a call. You grant access to your tools in two clicks, with no password to share, and two weeks after the call your first agent is running. Your team uses it in the Saména app, and also from Claude, ChatGPT or Copilot.

After that, a dedicated contact keeps your agents evolving and adds new ones as needs come up. There is a one-time setup fee, then a monthly subscription for the whole firm, with unlimited users.

Frequently asked

Can an AI agent do the firm's bookkeeping?

It prepares a good part of it: invoice coding, bank reconciliations, items that need support. Approving entries, review and the accounts themselves stay with your staff.

Can the agent connect to our accounting software?

Yes, that is the point of a custom build: we connect to the tools you already use, accounting software, email and client portal, without asking you to switch.

Can an email go to a client without anyone reviewing it?

By default, no: the agent drafts and someone on your team approves. For simple messages, such as a document reminder, you can choose to let them go out on their own.

Can we start with one team?

Yes. You can start with one department and a first agent, then roll it out to the rest of the firm whenever you want.

Does the price depend on the number of users?

No. The subscription covers the whole firm with unlimited users, and the amount depends on the agents built for you. We share pricing on the call.