Reading supplier invoices
Incoming documents are read, matched against the ledger and flagged when an amount does not add up.
Your industryAutonomous agent
A bespoke agent for your accountancy firm.
Collecting and chasing client paperwork. Three half-days of chasing paperwork down to a queue reviewed each morning.
Book 30 minutes with an expert Reply within 2 working days
Document collection · FY 202614 files · 9 complete
What the agent does
Client fileMissing documentsChase by email / WhatsAppDocument received
Filed to the right accountToday’s queue
Hartley & Sons2 documents missing
Marchant WorkshopComplete
The Green Counter1 statement missing
Run log08:05 · 14 files reviewed08:06 · 9 chasers sent09:12 · 3 documents received, filed
The project
What the workshop builds for accountancy firms.
Bookkeeping never waits for the paperwork: it asks for it. We build the agent that takes that on, client by client. It compares what has arrived with what should have arrived, writes to the client on the channel they actually read, chases at the right pace, files each document as it lands and tells the account manager when a file is complete. You stay in control: every run is auditable, every message goes out from the firm, in your own tone. The morning review takes a few minutes instead of a week spent chasing receipts.
What it changes
Three half-days of chasing paperwork down to a queue reviewed each morning.
Example · Chasing missing documentsBefore3 half-days a monthWith the tool15 min each morning
Other ideas
Three more ideas for this sector.
Monthly client dashboard
Every client receives their key figures, laid out, without anyone in the firm retyping them.
Engagement letters signed online
The letter is drafted from the agreed scope, sent, signed online and filed with the client record.
How it works
- Describe your need
- A Maikers Studio consultant by your side
- Invite your team
- Co-build the mock-up
- Follow the build
See also
Other sectors.
PlatformTraining providerTrainer invoice tracking1 hour a month Autonomous agentMedical or dental practiceAppointment reminders and confirmations3% of slots Autonomous agentEstate agencyInstant reply to enquiries2 min, even at 10 pm PlatformTrades and constructionSites and quotes from your phoneThe day of the visit Autonomous agentConsultancy and B2B servicesTender and news watch5 points at 8 am PlatformManufacturing and distributionOrder and stock tracking3 days ahead Autonomous agentRetail and e-commerceProduct page and social post agent5 days
Book 30 minutes
Let’s talk about your day. Not about technology.
Leave your details: we get back to you by e-mail within two working days, with a link to your client area. Then thirty minutes with a Maikers Studio expert to understand what wastes your time. No commitment.
- A 30-minute conversation, no jargon
- Your tool on screen before you pay
- A fixed price, or nothing at all