AI for accounting firms会计所的 AI 帮手
Chasing clients for documents and building the same monthly reports is not what you trained for. AI does the chasing and the assembling; you do the review.
催客户交材料、每月做一样的报表，这不是你学会计的目的。AI 负责催和拼，你负责审。
Get a free quick diagnosis免费快速诊断Where the hours go时间都花在哪
The busy season is busy because of the parts that are not accounting.忙季之所以忙，是因为那些不算会计的活。
Chasing client documents催客户交材料
Bank statements, receipts, the signed form you asked for twice. Every client needs a different reminder on a different day, and someone has to keep the list.
银行流水、收据、问了两次的签字表。每个客户要在不同日子收到不同的提醒，得有人盯着那张清单。
The same five emails那五封老邮件
Welcome packet, document request, missing-item follow-up, draft-ready notice, deadline reminder. Written from scratch a hundred times a month.
欢迎资料、要材料、缺项跟进、初稿已出、期限提醒。每月从头写一百遍。
Monthly reports月度报表
Pull from the ledger, paste into the template, write the three-paragraph summary, send it to each client. A half day per batch, every month.
从账本里拉数、贴进模板、写三段总结、发给每个客户。每批半天，每月一次。
What we set up我们怎么接
One workflow at a time, on the tools you already use. AI prepares, a person on your team approves.一次一个流程，在你们现有的软件上做。AI 准备，你们的人批准。
Document chasing that keeps its own list自己盯清单的催材料
AI tracks what each client still owes, sends the reminder on schedule in your tone, and reads replies to tick items off. Your staff see one list of who is still missing what.
AI 记着每个客户还欠什么，按时用你们的口气发提醒，读回复、勾掉已交的。员工只看一张「谁还缺什么」的表。
Recurring emails drafted, not written老邮件只改不写
Each routine email is drafted from your templates with the client's details filled in and placed in your drafts folder. A person reads and clicks send.
每封常规邮件按你们的模板起草，填好客户信息，放进草稿箱。人看一眼，点发送。
Monthly reports assembled for review月报拼好等你审
On the first of the month, AI pulls the numbers, fills the report template and drafts the summary. The accountant checks the figures and the wording, then releases it.
每月 1 号，AI 拉数、填报表模板、起草总结。会计核对数字和措辞，然后放行。
An example举个例子
Document chasing and monthly reports for a 5-person bookkeeping firm五个人的记账所：催材料加月报
One list per client of what is outstanding, reminders that go out on schedule and stop when the file arrives, and a report pack assembled on the first of the month for your review. Runs on your existing email and spreadsheets.
每个客户一张未交清单，提醒按时发、文件到了就停；每月 1 号自动拼好一套报表等你审。在你们现有的邮箱和表格上跑。
$500–1,500. Fixed before we start.$500–1,500。开工前定死。
Same deal as everyone和所有客户一样的规矩
- Free 30-minute call. No pitch. You get a short written note afterwards.
- $500 Assessment. Holiday price, regular $1,000. Three short calls, then a written plan with hours saved and a fixed price per item. Credited in full if you sign within 7 days.
- 30-minute email reply, 9am–6pm Central, 7 days a week. Or $100 off the Assessment.
- 免费 30 分钟通话。不推销，通话后给一份简短书面说明。
- $500 评估。节日季特价，平时 $1,000。三次短通话，然后出一份方案：每项省多少小时、价格定死。7 天内签约全额抵扣。
- 邮件 30 分钟内回复，早 9 到下午 6（美中时间，每天）。没做到，评估便宜 $100。
Tell us what you chase every month说说你们每月在催什么 Questions by email are free.邮件提问免费。