Accounting Firms · AI Automation
Tame Receipt Intake, Reconciliation Drift, and Tax-Season Categorisation at Your Accounting Firm
Your team didn't get into accounting to chase clients for missing receipts in three different inboxes, eyeball reconciliations at 11pm on the last day of the month, or re-categorise the same Uber Eats charges across forty 1040s every March. Asaasin builds AI automation tuned to how your firm actually runs — Karbon work items, QBO transactions, the spreadsheet your senior maintains for the close, the email folder where client receipts pile up. Not a generic bookkeeping bot. Software your preparers and reviewers will actually open during busy season.
What we build for Accounting Firms
Pull receipts and invoices from client inboxes into the right Karbon work item
A watcher pulls attachments and forwarded emails from each client's shared inbox or Drive folder, OCRs them, and files them against the matching Karbon job and QBO vendor — so your staff stops playing inbox detective.
Flag reconciliation drift before the senior touches the file
At month-end, the tool diffs bank feeds against the GL, surfaces uncoded transactions, duplicate vendors, and rule-mismatch entries, and writes a one-page review note your senior can sign off in minutes instead of scrolling registers.
Pre-categorise tax-season transactions against last year's 1040 mapping
For each return, the tool replays last season's Schedule C and itemised mappings against this year's transactions, pre-codes anything obvious, and queues only genuinely new line items for human review.
How a Build Pod fits
A Build Pod is a dedicated AI engineering team your firm subscribes to monthly. We start with a scoping week — sitting in on a close, watching how your preparers move between Karbon, QBO, Excel, and the client portal — and ship the first working tool in about three weeks. From there it's weekly releases against your roadmap.
We don't drop a SaaS on you. The pod owns the integrations into Karbon, QuickBooks Online (or Desktop hosted), Drake, UltraTax, and whatever client-portal tooling you already use. When tax law changes or a partner wants a new review report, you ping the pod the same way you'd ping an in-house dev — except you didn't have to recruit one.
Frequently asked questions
- What AI do accounting firms use?
- Off-the-shelf, most firms experiment with Karbon AI for practice management and QuickBooks' built-in categorisation agent. Those are useful but generic — they don't know your close checklist, your client folder structure, or the rules your senior keeps in their head. A Build Pod fills that gap with software built around your firm's actual workflow.
- Will CPAs be replaced by AI?
- No, and that's not what we build for. Review, judgment, advisory, and signing the return stay with the CPA. We automate the prep-level work — intake, categorisation, reconciliation triage — so your licensed staff spend their hours where the firm actually bills.
- How does this work with our existing Karbon and QBO setup?
- We integrate with Karbon's API for work items and client data, and with QBO (or QBO hosted, or Desktop via a sync layer) for the GL. Your team keeps working in the tools they already know — the automation runs in the background and writes results back into Karbon comments and QBO transactions.
- How long before we see something we can use during busy season?
- First working tool ships in about three weeks from scoping. If you start a pod in November, you'll have the receipt-intake and pre-categorisation pieces battle-tested before January 1040s start landing.
Ready to ship AI for accounting firms?
A Build Pod gets working AI into your stack in 2–3 weeks. Month-to-month, cancel any time.
Talk to a Build Pod