AI automation for accounting firms, built around review.
Industry · Accounting Firms
Connect client document intake, required-field checks and exception review before data enters your workpapers. Soxoa scopes one workflow around your tools, tests representative work and documents the handoff your team will operate.
See the exception path before you scope a build
Try three synthetic statement records: complete, missing a required field, and out of balance. The working review gate holds exceptions and keeps human approval separate from a passed calculation.
Try the document intake review demo
Internal demonstration, not customer data or an OCR benchmark. A pilot uses representative work and agreed acceptance criteria.
The systems we deploy for accounting firms
Start with a recurring handoff you can measure, then define which cases need a person:
Document intake and extraction
Extract agreed fields from supported documents and keep the source available for review. Test formats and destination mappings before connecting the workflow.
Measure field accuracy and missing values
Missing-document follow-up
Track the agreed document checklist and prepare reminders. Define approvals, escalation and stop conditions so a completed request does not keep chasing a client.
Measure reviewer effort and unresolved requests
Inbox classification and routing
Route supported intake messages to the appropriate queue. Ambiguous items remain visible for review rather than silently choosing an engagement.
Measure routing accuracy and exception volume
Reconciliation and approved export
Check selected totals and required fields before an authorized person approves the next handoff. Passing a check does not verify document authenticity or tax treatment.
Measure missed exceptions and successful handoffs
Agree the workflow and the acceptance criteria
Start with a workflow discussion or an optional free assessment based on public information. Together we validate the assumptions, scope access and integrations, and agree what a successful pilot must demonstrate. Implementation includes testing, exception handling and operating documentation.
- Describe one recurring workflow, its inputs and its destination.
- Optionally request a public-information assessment, then validate its assumptions.
- Agree scope, costs, responsibilities and acceptance criteria before implementation.
- We build, integrate, test in your environment, and hand off day-one documentation.
AI automation for accounting firms, answered
Will this work with our accounting software?
We confirm available APIs, approved exports and access permissions during scope. Representative inputs and a destination mapping are tested before committing to a particular integration. We do not assume every tax or accounting platform supports the same handoff.
How do you handle client financial records?
Data access, approved processing services, retention and reviewer permissions are agreed before a pilot. Use synthetic or appropriately permitted records during evaluation. Do not send sensitive client documents through an initial inquiry.
How much does it cost?
Soxoa does not publish prices for its own work; written scope and price are agreed before work begins. Software, model and ongoing operating costs are separate. The optional public-information assessment is free; it is not a completed implementation or a promised return on investment.
How is the pilot accepted?
Agree the required fields, representative test set, review rules, destination mapping and recovery process first. Measure extraction errors, missed exceptions, reviewer time and successful handoffs against the existing workflow. Timeline depends on access, integrations and the exceptions the team needs to handle.
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See what we'd build for your accounting firm
Free · No strings
Drop your company name and website. We research your operations, find where the hours are going, and build a personalized assessment with specific automation opportunities for your accounting firm. We email you when it's ready — no call required.