AI for Accounting & Finance
AI for Accounting & Finance
Documents processed automatically, clients answered around the clock and tax deadlines tracked without effort. Accountants spend their time on advice, not on data entry.
No commitment · Free of charge
The problem
Where AI helps Accounting & Finance
Clients who send documents on the last day
A tax deadline in 48 hours and an inbox with 200 documents to process. Accountants panic and the quality of the work suffers.
The same questions every month
"Did I send the receipt?", "When is the VAT deadline?", "Can I deduct this?". Each accountant spends around 2 hours a day on repeat questions.
Documents processed by hand
Every invoice opened, checked and entered manually. Repetitive, error prone and impossible to scale without hiring.
Tax deadlines with no control system
A month with 50 clients, each with their own obligations. Without automatic reminders, it is only a matter of time before somebody misses a deadline.
A fine for a missed deadline damages a client relationship for good. A process audit and process automation remove that risk and free up time for advisory work, which is what actually pays.
The solution
How MAIS AI works with Accounting & Finance
Artificial intelligence built around how your sector actually works. Not generic technology, but AI applied to the real problems of accounting & finance.
Automatic document processing
AI-powered OCR reads invoices, receipts and statements, extracts the data and enters it into the accounting software. With quick human validation instead of manual entry.
Client support chat agent
Answers common questions, sends deadline reminders and collects documents from clients over WhatsApp, without interrupting the team.
Deadline and obligation automation
A central system that tracks every tax obligation for every client, with automatic alerts to accountants and clients as a deadline approaches.
Real case
An accounting firm recovers 20 hours a week with automatic OCR
A firm with 4 accountants was processing 1,500 documents a month by hand. Each document took about 3 minutes, which is 75 hours a month on data entry alone.
Before MAIS AI
- ✕ 75 hours a month on manual data entry
- ✕ 200 emails a day with common questions
- ✕ Tax deadlines tracked in a spreadsheet
- ✕ Clients frustrated by delays
After MAIS AI
- 20 hours a month on data entry, with validation
- 30 emails a day, all complex questions
- Automatic deadline system
- Clients answered instantly
Results
What Accounting & Finance can expect
OCR processes documents in seconds and accountants only validate.
Automatic alerts make sure nothing slips through.
Common questions answered instantly without stopping the team.
Frequently asked questions
Questions about AI for Accounting & Finance
Does it integrate with the main accounting software such as PHC, Primavera or Sage? +
Is the OCR reliable on Portuguese invoices? +
How does it handle technical questions that need the accountant? +
Does it work for sole practitioners? +
How long does it take to implement? +
Ready To Automate Your Practice?
Talk to an AI specialist for accounting & finance. A free 30 minute consultation, with no commitment.
Talk to a specialistNo commitment · Free of charge