Applications and automation for accounting firms

Your accounting team should spend more time reviewing accounts and advising clients, with less time chasing documents or updating spreadsheets. Aigenzi builds tailored applications for accounting firms that connect client portals, document collection, monthly accounting workflows, review steps and reporting.

Automated reminders help request missing information, while task tracking gives your team a clear view of each client's progress. Where useful, AI can assist with organising documents and finding information for review. Start with one recurring process and expand into a connected practice management solution built around how your firm works.