Data entry, receipt processing, client follow-up, invoice generation, routine queries. AI agents handle the low-value work — your team focuses on the analysis and advice clients actually pay for.
Your staff is skilled. The problem is they're spending half their day on tasks that don't require their skill at all.
Receipt categorization, transaction entry, expense coding. These tasks take hours per client per month and require almost no actual accounting judgment — just time and attention.
"Where's my financial statement?" "Can you send last month's P&L?" "What did I spend on marketing?" These queries arrive all day and each one pulls your team away from billable work.
Generating invoices, sending them, following up on past-due balances — each step is a separate manual action. Multiply by 50+ clients and you have a part-time job in AR management alone.
Tax season means chasing down bank statements, receipts, payroll records from every client. Each request is a thread to manage. Most firms lose 2–3 weeks just on collection.
Pulling statements, matching transactions, identifying discrepancies — the prep work for reconciliation is repetitive and error-prone when done manually at volume.
Monthly P&Ls, cash flow reports, budget vs actuals. Every client needs a different format. Templating and populating these reports manually scales poorly and creates bottlenecks.
Clients forward receipts, invoices, and statements to a dedicated intake address. AI extracts the relevant data, categorizes by account and expense type, and flags anomalies for human review. Your staff reviews exceptions, not every line item.
AI agents handle routine client questions using access to their account data — balance inquiries, statement requests, expense summaries, YTD reports. Complex questions escalate to staff automatically. Most clients never notice; they just get faster answers.
Monthly invoices auto-generated and emailed on the date you specify. Past-due invoices trigger a 3-touch automated follow-up sequence at 7, 14, and 30 days. Your AR aging compresses without adding staff hours.
Tax season, monthly close, or year-end — AI sends each client a personalized document checklist and follows up every 3 days on outstanding items. Your team sees a single dashboard showing collection status per client, not an inbox of threads.
Bank and credit card statements pulled and pre-matched against your records. Discrepancies flagged for review. Monthly P&L, cash flow, and custom reports populated from finalized data and sent to clients on your schedule.
We publish our pricing. Evaluate the ROI before you talk to anyone.
$2,500 setup + $500/mo · Document intake, client query handling, invoice automation · 14-day deployment · 30-day ROI guarantee
$5,000 setup + $1,200/mo · Full workflow automation including reconciliation prep, report generation, and multi-client document management · Priority support
Practical automation strategies for reducing manual data entry, client communication, and repetitive workflows.
Clawwise builds industry-specific automation for the verticals we know best.
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