Back-office & ERP Automation · Accounting & Advisory Firms
Back-office automation for accounting and advisory firms
Back-office automation for an accounting or advisory firm means putting agents on the work an administrator does in front of the ERP today — recording invoices, classifying them, reconciling, preparing batches, chasing deadlines and missing documents — so each accountant can carry more clients without working more hours. We know it first-hand: it's exactly what we built first in our own company, which runs its administration on Holded.
Where the hours go in a firm
- Recording invoices that arrive by email, WhatsApp, photo and PDF, client by client, every month.
- Chasing missing documents before each quarterly close, with manual reminders nobody has time to do properly.
- Reconciling banks line by line.
- Preparing collection and payment batches for each client, in each bank's format.
- Warning about deadlines — taxes, filings, renewals — for fifty different clients.
What gets automated, in order
- Invoice intake and recording. The agent collects whatever arrives on any channel, reads the data, records it in the ERP under the right client and account, and flags for review anything it can't read with certainty.
- Document reminders. Before each close, every client receives the list of what's missing and an automatic reminder until they send it. No accountant writes fifty emails.
- Assisted bank reconciliation. Movements with a clear invoice reconcile themselves; doubtful ones go to a short list for the accountant.
- Payment and collection batches. Bank files generated in each bank's format from what's pending in the ERP.
- Deadline alerts to clients and to the team, in advance, without anyone watching a calendar.
- Per-client report: what was recorded, what's missing and how many accountant hours each account consumed — so you know which ones are profitable.
What doesn't get automated
Tax and accounting judgement: the query, the close, the odd entry, the appeal. The agent prepares and organises; the accountant decides.
How it's rolled out
Client by client and in phases: invoice recording for two or three clients first, two weeks of testing, then expand. On our back-office and ERP automation, with the advantage that we did it at home before offering it to anyone.
Results from financial and advisory businesses we've worked with
Paid campaigns + landing page + follow-up · clients not named
- Lead → appointment (financial advice)
- 15%
- 799 leads · 121 appointments
- Lead → appointment (high-intent product)
- 45%
- 371 leads · 169 appointments
- Revenue attributed to one campaign
- €747,873
- from 1,559 leads
Accounting & Advisory Firms: see how this would run for you
Start with the free diagnostic or book a strategy call directly.
Frequently asked questions
Which accounting-firm tasks can really be automated?
The ones that repeat identically for every client: receiving and recording purchase and sales invoices, classifying them, reconciling with the bank, preparing collection and payment batches, chasing deadlines and missing documents. Anything that needs tax judgement — a query, a close, an appeal — stays with the accountant.
Does it work with clients who don't use our ERP?
It works best when the client is on an ERP with an API. With clients who send invoices by email or WhatsApp, the agent collects them, reads them and records them in the firm's system; whatever it can't read with confidence gets flagged for review, never guessed.
How much time does it save per client?
It depends on how many invoices and bank accounts each one has, so we measure it in the audit with the firm's real data, not a brochure figure. What you see from the first month is what accountants stop doing: recording, reconciling and chasing documents.