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Use case · Accounting firms

Less paper to chase. More time to advise.

At a firm with 15 staff and around 300 client companies, documents arrive by email, WhatsApp and paper scans. See how AI, connected through MCP to the accounting software, SAF-T and e-Fatura files and bank statements, prepares the work — and the team decides.

Watch the demos Talk about my firm

Sofia

Managing partner and certified accountant

We spend more time asking for and sorting documents than analysing our clients' accounts.

Illustrative persona, based on typical accounting firm roles.

A day at the firm

Meet Sofia.

Sofia is managing partner and a certified accountant. The firm has gained clients every year, but the tax deadlines stay the same — and keep getting tighter.

  1. Hundreds of client documents by email, WhatsApp and paper scans — invoices, receipts and statements all mixed together.

  2. The team classifies and posts the documents and compares the purchases reported in e-Fatura with the documents actually received.

  3. Bank reconciliation: statement entries with no supporting document, one by one.

  4. Clients ask: “Have you filed the VAT return?”, “Is any document missing?”. Around VAT deadlines and the IRS season, the questions multiply.

The challenge

The expertise is in the team. The time goes on collecting and matching.

The accounting software does its job well. But documents arrive scattered, incomplete and close to the deadline, and someone has to gather them, check them and ask for what is missing.

300

client companies for a team of 15

30%

of the team's time spent collecting, classifying and matching documents

2 days

a month just asking clients for missing documents

Estimate Illustrative figures based on typical scenarios. Every assessment establishes your organisation's actual numbers.

  • Scattered documents

    Email, WhatsApp, scanned paper and shared folders — every client sends things their own way.

  • Deadline peaks

    Around VAT filing dates and the IRS season, the team works against the clock.

  • Differences that slip through

    Invoices reported in e-Fatura with no document received, or bank entries with no support, found too late.

What changes

A digital colleague who prepares the accounting work.

With MCP servers connected to the accounting software, email, SAF-T and e-Fatura files and bank statements, the assistant collects, classifies, matches and proposes. Postings and client communications only go ahead with the team's approval.

Today

  • Documents opened and classified one by one
  • Matching against e-Fatura done by hand
  • Requests for missing documents written client by client
  • Client questions answered when there is time

With AI connected through MCP

  • Documents classified and linked to the client on arrival
  • Differences from e-Fatura flagged automatically
  • Missing-document reminders prepared for approval
  • Status replies proposed with data from the accounting software

Guided demonstrations

Two accounting firm routines, automated with control.

Choose a demonstration. Postings and messages to clients always wait for approval.

Month-end close — Accounting firm (simulation)

Processed in the EU

It is the start of the month and Sofia wants to know which documents are missing before the VAT deadline.

    MCP calls

    0
      • Email and documents
      • SAF-T and e-Fatura
      • Accounting software

      Simulation with fictitious data. No real system is contacted.

      Connected systems

      The MCP servers behind this solution.

      Connections to the accounting software you already use and the files you already export. Permissions mirror those each employee already has.

      • Accounting software

        Chart of accounts, postings, clients and obligations

        • clients.getRead
        • postings.searchRead
        • postings.proposeWrite with approval

      • Email and document sharing

        Shared mailboxes and per-client document folders

        • documents.collectRead
        • documents.classifyRead
        • email.replyWrite with approval

      • SAF-T and e-Fatura files

        SAF-T (PT) files and exports of invoices reported in e-Fatura

        • saft.readRead
        • efatura.compareRead

      • Bank statements

        Clients' bank statement files

        • statements.readRead
        • statements.reconcileRead

      • Client requests

        Requests, questions and missing documents per client

        • clients.missing_documentsRead
        • requests.classifyRead

      Data processed in the European Union, through our partners. Your data is not used to train models.

      Results

      Deadlines met with room to spare. Better-informed clients.

      Estimates for a firm with 15 staff and around 300 client companies.

      • Collecting and classifying documents per client per month

        Before: ≈ 45 min After: ≈ 12 min validation

      • Matching against purchases reported in e-Fatura

        Before: ≈ 30 min After: ≈ 5 min

      • Requesting missing documents (all clients)

        Before: ≈ 2 days After: ≈ 2 h

      Estimate Illustrative figures based on typical scenarios. Every assessment establishes your organisation's actual numbers.

      Safeguards

      The AI prepares. The team decides.

      • Approval where it matters

        Postings and messages to clients only go ahead once validated. Tax returns and tax decisions stay with the team.

      • Professional secrecy

        Permissions per employee: through the AI, each person sees only the clients they already work with.

      • Data in the EU

        Processing in the European Union; your clients' data does not train third-party models.

      • No lock-in

        MCP connectors work with different AI models. Switch models without rebuilding integrations.

      Frequently asked questions

      Will it work with our accounting software?

      We connect to the software you already use through APIs, databases or integration files such as SAF-T (PT). The assessment confirms the best route for your firm.

      What about professional secrecy and client data?

      Data is processed in the European Union, through our partners, and is not used to train models. Permissions are set per employee and every action is logged.

      Does the AI submit returns to the Tax Authority (AT)?

      No. The assistant prepares, checks and flags discrepancies. Submissions to the AT and tax decisions always remain with your team, and postings only go ahead once approved.

      Would you like to be one of our founding firms?

      We start with a free assessment of your firm's processes. The proof of concept is only paid for at the end, against the agreed results.

      Talk about my firm Discover the founders programme

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