Chasing clients for documents
Every month, and again every tax season, someone emails clients for the receipts, statements and invoices that are still missing.
Accounting firms: Still matching client receipts to bank and card transactions by hand?
For accounting firms: agents that match receipts and invoices to transactions, chase clients for what is missing and keep the month-end close moving. Agents draft and prepare; a person on your team approves everything that goes out.
- ISO/IEC 27001 and ISO 9001 certified
- We stay until your team uses it daily
Where the week goes
Recognize this?
Transactions categorized by hand
Bank and card transactions are coded one line at a time, and the receipts are matched to them afterwards.
The month-end close in a spreadsheet
Which clients are closed, which are waiting on documents and what is still open lives in a tracker someone updates by hand.
What the agents take off the desk
AI agent workflows for accounting firms
The agent does the legwork. Your team makes the call.
Receipt and invoice matching
- ArrivesClient receipts, invoices, and bank and card statements
- Agent preparesMatches each document to its transaction and lists what has no match
- Your team approvesYour accountant reviews the matches and the gaps
Document chasing
- ArrivesThe receipts and statements still missing
- Agent preparesDrafts a reminder to each client listing exactly what is needed
- Your team approvesStaff approve every email before it goes
Statement collection
- ArrivesBank and card statements in mailboxes and portals
- Agent preparesCollects them and matches each one to the right client and month
- Your team approvesStaff approve each match before it is filed
Transaction categorization
- ArrivesBank and card transactions
- Agent preparesSuggests a category for each one, with its reason
- Your team approvesYour team accepts or corrects each suggestion
Close tracking
- ArrivesEach client's status across your mail and workpapers
- Agent preparesKeeps the close tracker current and flags what is stuck
- Your team approvesThe manager decides what to chase next
You stay in control
Agents draft and prepare. A person on your team approves.
Nothing goes out unapproved
Agents create drafts. A person on your team approves every email, message, filing and payment record. By default, nothing is sent, filed or paid by an agent alone.
Block, don't guess
When records disagree, the agent stops and asks a person. A silent guess is treated as a defect.
A record of every run
What was done, why, and what is still open. Each decision shows its confidence and reasoning.
Inside the tools you already use
No rip-and-replace. The agents work inside your existing inbox and systems, and your team keeps the tools it knows.
Code does the arithmetic
Fetching, totals and filing are done by ordinary code. The model reads, matches and drafts.
Rules we live with ourselves
We run our own finance and admin on agents, under these same rules.
Work arrives from your email, client portals, bank and card statements, and your accounting software.
Proof
From our own back office
We run our own books on agents: every charge matched, and a person approves what leaves
Before we ask a client to trust agents with their operations, we trust them with ours. In Wisflux's own back office, agents collect every vendor invoice from three mailboxes and a dozen supplier portals, download our bank and card statements, reconcile every charge against an invoice, and match customer receipts to invoices.
Linking payments to their bills, an agent matched 24 where an exact-match script found 4. On the way, the agents found a double booking and two wrong ledger names, two duplicate customer payments in the books, and a purchase order that had never been invoiced.
Outgoing emails are created as drafts, and a person approves every one. When records disagree, the agent stops and asks.
Source: Wisflux internal task records, 2025–2026
- 24 vs 4
- payments linked to their bills by an agent, against an exact-match script
- 12
- agent playbooks running finance, sales admin and people operations
- ISO/IEC 27001:2022 and ISO 9001:2015, certified by TNV System Certification, valid to October 2028.
- GDPR-ready practices.
- Read-only access to your data first; write access only when it is earned.
- Background checks for engineers, secrets in a vault, anonymized data outside production, and on-premises deployment where required.
- You own everything: code in your repository from the first commit, running in your cloud or on your premises.
- Where the logic matters, such as an accounting rule, you sign it off in writing before we build it.
How we start
One workflow first. Real data, drafts first.
- 01
Workflow review call
Our founder, Chandraprakash Sharma, walks through one workflow with you and says plainly whether an agent can take it on, and if not, says that too. There is no charge for this call.
- 02
Agent pilot
One workflow, on your real data, drafts first, with success criteria agreed before we start. Your team compares the drafts with its own answers.
- 03
Roll out, one category at a time
We switch on the standard cases first and train the people who will use it. Hard cases stay with your team until it is confident, and every draft is still approved before it goes out.
We stay until it is used: a project ends when your team uses the system daily, not when it goes live. Every engagement is quoted to its scope.
You see the work as it happens: daily progress notes, a demo every sprint, and a work report behind every invoice showing where each hour went.
Other ways to work with us: a fixed-scope build with milestones, a dedicated team of named engineers, or run and support for systems we built or inherited.
Questions
AI agents for accounting firms: common questions
Will it work with our accounting software?
The agents work inside the tools you already use: your email, client portals, bank and card statements, and your accounting software. Nothing is replaced. We confirm the fit with your systems in a workflow review, before anything is built.
We've already tried ChatGPT or Claude for this. What do you add?
Many teams now try. The demo is easy; production is not: connecting your systems, measuring accuracy, keeping a person in the loop, handling the unusual cases and keeping it running. We build with the same AI tools, and we can teach your team as we go.
Who sees our data?
We are ISO 27001 certified. We start with read-only access, use read replicas instead of production credentials, keep secrets in a vault, and can keep sensitive data on private, open-weight models.
What if the agent gets it wrong?
Agents start by drafting only, and a person approves everything that goes out. We measure accuracy daily against your own examples, and every miss becomes a test case. Unclear cases stop and ask. Later, if you choose, a category that has proved itself can run without approval; that is your decision, never a default.
Do we have to change how we work?
No. The agents work inside your existing inbox and systems. We start with one workflow and its standard cases, while hard cases stay with your team. A person approves every draft, and we stay until your team uses it daily.
Are we locked in if it doesn't work out?
No. You own everything from the first commit: the code lives in your repository and runs in your cloud or on your premises. If we part ways, you keep everything.
Start with one client book.
Tell us how your team matches receipts to transactions today. Tell us about one workflow. We'll walk through it with you and say plainly whether an agent can take it on — and if it can't, we'll say that too.
Book Discovery Call