AI-Agents for Request Intake in Accounting and Bookkeeping working with Formstack
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send CSV copies of requested tabs behind client reports.
Get a CSV copy of the exact spreadsheet tab you need, with its row count in your inbox or a clear explanation when no file can be sent.
33 toolsDraft bookkeeping proposals from client needs and approved service rates.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsBook prospective clients with an available accountant.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
29 toolsSend client engagement letters and track signatures still owed.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 tools
