AI for accounting firms that run on client documents.
Accounting and tax firms spend a large share of their time chasing documents, answering the same client questions and searching for how something was handled before. Palmline Labs builds AI that takes over that work around the client portal and software the firm already uses, so accountants spend their time on advice.
Palmline Labs · Accounting firms- Chasing clients for missing invoices, bank statements and receipts before every VAT return
- The same questions about deadlines and what to deliver, by phone, email and WhatsApp
- New clients whose onboarding documents arrive in pieces
- Knowledge spread over people, files and past emails, hard to find for new staff
AI for accounting firms, in practice.
Missing documents, chased automatically
The AI knows which documents each client still owes for the VAT return or annual accounts, sends polite reminders on WhatsApp or email in the client's language, accepts photos and PDFs in the chat, and files them in the right place.
First-line client questions
Questions about deadlines, what to deliver or the status of a file are answered from the firm's own data, around the clock. Anything that needs an accountant's judgement goes to the right person with the conversation attached.
Smoother client onboarding
New clients are guided through what the firm needs from them, step by step, and the collected information lands in the firm's systems instead of an inbox.
An assistant over the firm's own knowledge
Staff ask in plain language how a situation was handled before or what the internal procedure is, and get an answer built from the firm's own documents, with sources.
Insight for the partners
Partners ask about workload, outstanding files and billing across offices, answered from live data instead of spreadsheets.
Something else that eats time?
We map where time goes in your firm during a fit check, with no contract if it is not a match.
Built from these modules
- AI Order Desk →Customers ask, book and order on WhatsApp or email. The AI answers in their language, checks your systems and hands over to a person when it should.
- Intelligence layer →Ask your business anything. One AI connected to accounting, ERP, operations, bank and CRM, answering with your real numbers.
- Custom agents →Agents that watch, act and escalate: chasing invoices, flagging expiring documents, routing leads, preparing the work your team now does by hand.
Typical systems it connects to
- Client portal
- Practice management software
- Accounting packages (e.g. Exact Online, Silverfin, Yuki, Octopus)
- Document management
- Microsoft 365
- WhatsApp Business
Your exact systems are mapped during the fit check. If it has an API or an export, we can usually work with it.
The same approach runs in production at Troom, a Belgian private-driver service, where a WhatsApp AI handles 93% of booking conversations without a person. Read the case →
Questions, answered.
Does this replace our client portal?
No. The AI works around the portal and software you already have; clients can keep using the portal, and the AI adds WhatsApp and email on top.
Can clients send documents through WhatsApp?
Yes. Photos and PDFs sent in the chat are recognised, matched to the right client and file, and stored where your team expects them.
What about confidentiality?
Data stays within your systems and enterprise cloud infrastructure and is not used to train public models. What the AI may access is agreed per use case.
Want this AI in your company?
Thirty minutes, no pitch. We’ll tell you honestly if it fits.