Industries · CPA & Accounting
The staff you can't hire, replaced by agents you don't manage
The accountant shortage is structural, not cyclical. Client-accounting practices know their numbers — and the numbers say the document work has to stop being manual.
Team and partners across North America, Latin America, Europe and Asia · support in English and Spanish · annual commitment, flexible payment plans
Client Books Agent · run #3,377
Client invoice batch received
14 PDFs · client portal + inbox sweep
Coded per client rules
GL mapping · class · location
Posted to QuickBooks
client book #23 · source attached
Continuous reconciliation
bank feed matched · 2 items open
Duplicate vendor bill → CPA review
possible double-billing caught
In one paragraph
ElectroNeek automates CPA-firm and client-accounting work by reading client documents with AI, posting coded transactions into QuickBooks, NetSuite, Xero and practice systems, and reconciling continuously instead of at close. Firms typically reclaim 30–50% of back-office effort — capacity they cannot hire.
Systems we reach — and what we do in each
Through the API where there is one, through a bot on screen where there isn’t. All 700+ integrations →
QuickBooks
- —Bills entered from PDFs — Desktop by bot, Online by API
- —Bank feeds reconciled with agent-proposed matches
- —Client statements generated monthly
NetSuite
- —Supplier invoices posted with PO match
- —Journal entries from spreadsheets with approval
Xero
- —Receipts from email and WhatsApp coded and attached
- —Overdue invoices chased by email
Sage Intacct
- —Vendor bills with dimensions from the invoice text
- —Month-end reports exported and distributed
Bill.com
- —Approvals requested in Slack before payment runs
- —Vendor onboarding documents collected and checked
CCH Axcess
- —Client documents filed by type and tax year
- —Engagement tasks created from intake forms
Thomson Reuters UltraTax
- —Source documents organized before preparation
- —Status pulled into the client tracker
Where it hurts — we’ve seen it before
Client AP/AR & reconciliations
Processing and reconciling across dozens of client books — done by staff accountants you can no longer hire.
Tax-season intake
Thousands of client PDFs sorted, classified, and keyed by hand — every spring, on deadline.
1099 / W-9 season & month-end close
Predictable crunches that burn the same weeks every year across every client.
Client AP, automated
Today, by hand
- — Client invoices arrive across inboxes and portals
- — Staff key them into each client's books
- — Reconciliations lag behind close
- — Errors surface at month-end
With the agent
- ✓ Agent reads every client inbox and portal
- ✓ Codes and posts to the right books
- ✓ Reconciles continuously, not at close
- ✓ Your CPAs review exceptions only
The math on a typical operation
Volume
40 client books · ~900 invoices / month
By hand
≈ 12 min per invoice — intake, coding, posting
With agents
≈ 1 min of review on flagged items only
≈ 165 staff-hours per month — a hire you no longer need to make.
Illustrative benchmark for a typical operation of this profile — your tailored case runs these numbers on your data.
Built for: Managing partners, COOs and CFOs, CAS practice leaders, firm administrators.
Processes we build for CPA & Accounting — written as they run
Each one says which systems are involved, what the agent, the document step and the bot each do, what to connect, a planning estimate with its assumptions, and the limits.
Documents and finance
Bills typed into QuickBooks Desktop from PDFs — by a bot, not a clerk
Outlook / Gmail / shared folder · IntelliDocs · QuickBooks Desktop (Studio bot)
Read the use case →Documents and finance
Bank statements downloaded and reconciled against the ERP before anyone logs in
Bank portals (Studio bot) · IntelliDocs / CSV parsing · ERP or accounting API (NetSuite, SAP B1, Siigo, Alegra, Omie)
Read the use case →Customer-facing
Overdue invoices chased by email and WhatsApp with reminders written for each customer
QuickBooks Online / Xero / Alegra / Siigo / NetSuite · Gmail / Outlook · WhatsApp Business (Meta API)
Read the use case →CPA & Accounting: questions we hear first
Can client AP processing be automated across dozens of books?
Yes. Agents read invoices from every client inbox and portal, code them per client rules, post to the right books in QuickBooks, Xero or NetSuite, and reconcile continuously — your CPAs review exceptions only.
How do firms handle tax-season document intake with AI?
Agents classify and extract data from client PDFs as they arrive — W-2s, 1099s, K-1s, statements — sort them to the right client file, and flag missing documents, turning the spring pile into a managed queue.
Is this worth it for a 40–200 person firm?
That's exactly the profile where it pays fastest: enough volume to hurt, staff roles that stay unfilled for months, and ROI-literate partners. Typical first-year returns run 2–3× on automated processes.
Four lines from you. A tailored case from us.
Name the process, tell us what happens today, list the systems, and say where it hurts most. We dig into what you actually run and come back with the case — on your data, with the planning math and its assumptions. If a process doesn’t pay back, we say so before the sandbox, not after.