Industry
Accounting, Law & Consulting Firms
Where an accounting office, law firm or consultancy loses billable hours to documents, and which AI systems take the keying and the searching off the desk.
In an accounting office, a law firm or a consulting practice, the billable hour is the scarce resource, and a large share of hours goes to work no client pays for. Client invoices are keyed by hand, month-end documents are chased, and an opinion written two years ago is searched for by file name. That work follows rules, so most of it can be read, checked and filed by a system, with a professional approving whatever does not fit. We design and build these systems inside the tools the firm already uses. The professional judgment, the signature and the client relationship stay where they are.
Where do the non-billable hours go?
- Accounting and bookkeeping offices. Client invoices and receipts arrive as photos, PDFs and WhatsApp forwards. Someone keys each one, checks its allocation number, matches it to the bank and files it to the right period, client after client. Month-end starts the chase for whatever is missing.
- Law firms. Past opinions, contracts and pleadings sit in the document system, found by file name rather than by what they say. A new matter arrives as a long email thread that someone has to summarize before the work can be scoped.
- Consulting and engineering firms. Each proposal is rebuilt from the previous one and the fee table. What the firm learned on past projects lives in shared drives and in the heads of the people who did the work.
- The firm’s own back office. Collections from clients, supplier invoices and the partners’ weekly view of billing and receivables come from the same small team that serves the clients.
Where does AI actually help a professional firm?
In three narrow jobs:
- Reading documents and checking them against rules. An invoice carries a valid allocation number or it does not. A bank line matches a booked document or it does not. A system makes these checks consistently and hands a short exception list to a person.
- Finding the firm’s own knowledge, with the source. You ask in plain language and the answer points to the paragraph it came from, so a professional can verify it in seconds. An answer without a source does not go into the work.
- Drafting from your own past work. A first draft of a proposal or a summary, built from your templates and earlier documents, which a professional edits and signs.
What the system does not do is advise, sign or decide for a client. Those stay with the professionals, and we build every system so that a person approves before anything reaches a client.
Which of our solutions fit a professional firm?
- Invoice scanning with the allocation-number check: the invoice is read from the photo, checked, and booked in Priority or Hashavshevet, with the exceptions listed.
- Month-end and bank reconciliation: bank and card lines matched daily to the documents already booked, and one orderly folder at month-end.
- Supplier invoices and month-end: the two steps above as one process, for the firm’s own books.
- Knowledge & Document AI: search over opinions, contracts and procedures that answers with its source.
- In-meeting knowledge agent: the right document delivered in WhatsApp while the client meeting is still going.
- Quote assembly: the same assembly works for a fee proposal, built from your fee table and the client’s last engagement letter and left for a partner to read and send.
- The weekly management brief: billing, collections and open work on one page before the partners’ meeting, every figure with its source.
How does an engagement start?
With one desk and one problem. A short call picks it, usually the job that eats the most hours. Then comes a fixed-price scoping stage: we work through a real sample, for example a month of one client’s invoices or a folder of past opinions, and write down what the data can support. One success measure is agreed before anything is built, such as the share of invoices booked without anyone touching them. If the sample shows the problem is not ready for AI, you get that in writing. Once the first system runs, rollout is staged, one client or one team at a time. How we work sets out the stages, and what scoping costs explains the fixed price.
FAQ
Client files are confidential. Where does the data go?
Where you decide, before anything is built. Most firms run these systems in their own cloud account. Where files may not leave the office network, the search and the language model run on servers inside it, which is the work of our secure-AI practice.
We are an accounting office with dozens of clients. Does this work client by client?
Yes. Each client's documents are read and checked against that client's books, in Priority, Hashavshevet or SAP, and the exceptions are sorted by client. The bookkeeper works through one list instead of opening every file.