Document intake & extraction
Use AI to identify documents, extract structured information from invoices, receipts and statements, and route them into the appropriate workflow for review.
AI Automation for Accountancy Firms
Reduce repetitive bookkeeping and practice administration without compromising professional oversight.
Flovira designs bespoke AI and workflow automation around the systems and processes your team already uses.
Automation opportunities
Where Flovira can help.
Every project is scoped individually. These are examples of process areas that are often suitable for investigation rather than a fixed list of products.
Missing-information chasing
Trigger reminders for missing records and stop or update the chase when the required document or response arrives.
Client onboarding
Coordinate forms, document requests, internal tasks, status updates and system entries across a repeatable onboarding process.
Workflow & practice updates
Connect inboxes, document stores, CRM/practice systems and accounting platforms where integrations allow, reducing duplicate entry.
Common bottlenecks
Does your team recognise these problems?
- High volumes of emailed documents
- Repeated copying between systems
- Staff chasing clients for missing information
- Routine status updates and reminders
Human oversight stays where it matters.
AI automation for accountants should remove repetitive administration while leaving accounting judgement, approvals and client advice with qualified people.
Show us your current workflow.
Describe the repetitive task in plain English. We can then assess whether there is a sensible automation opportunity.
Start your assessment